KBRA’s Post

KBRA released an updated report that tracks several reported metrics within #recurringrevenue loan securitizations. In this report, KBRA continues to track several key metrics sourced from quarterly #collateralloan tapes provided by the issuers of KBRA-rated RRL securitizations, in dashboard form. Read the full report here: https://lnkd.in/dR9XJyxD | #structuredcredit

KBRA released a report on U.S. #CMBS loan performance trends observed in the January 2024 servicer reporting period. Read the full report here: https://lnkd.in/eYrBgBtS | #insightfulresearch #financialmarket

KBRA released its U.S. Equipment Loan & Lease #ABS Indices: June 2024, providing monthly #credittrends across securitized loan and lease pools. June remittance reports showed weaker month-over-month (MoM) credit performance during the May collection period, with higher annualized net losses and #delinquencies in our headline index and sub-indices. Read the full report here: https://lnkd.in/enxeMGBj | #insightfulresearch #assetbacked #creditperformance

KBRA released its 2024 #CMBS Sector Outlook, which highlights key #credit trends from 2023 and forecasts U.S. CMBS #issuance activity for the new year. The report reviews the current lending #environment and #property fundamentals, as well as factors that may affect overall property performance in 2024. Read the fill report here: https://lnkd.in/eP_JYSDc

KBRA released a report on U.S. #CMBS loan performance trends observed in the February 2024 servicer reporting period. Read the full report here: https://lnkd.in/etcZd_i9 | #insightfulresearch #commercialrealestate

KBRA released a report on U.S. commercial mortgage-backed securities (#CMBS) loan performance trends observed in the June 2024 servicer reporting period. Read the full report here: https://lnkd.in/ehRKYGCg | #insightfulresearch #commercialbacked #financialmarket

In case you missed it, KBRA released an update to its research regarding the 2024 outlook for #privatecredit middle market borrowers, with a special focus on two variables that are worthy of focused attention: #interestcoverage and #liquidity. Read the full report here: https://lnkd.in/ef6PkraE

KBRA released a report on U.S. #commercialmortgage-backed securities (#CMBS) loan performance trends observed in the May 2024 servicer reporting period. Read the full report here: https://lnkd.in/eXXG6Q2a | #insightfulresearch #structuredcredit #commericialbacked

The latest piece in KBRA's #privatecredit research series is an update to the previous piece that explored the potential ramifications of 12% interest costs on borrowers. Since 12% borrowing costs arrived for most in Q3 2023, this piece now more closely examines interest coverage and liquidity and where potential issues could arise. You can read more in the article via the below link.

KBRA released an update to its research regarding the 2024 outlook for #privatecredit middle market borrowers, with a special focus on two variables that are worthy of focused attention: #interestcoverage and #liquidity. Read the full report here: https://lnkd.in/ef6PkraE