Burning Issues: JPMorgan's Private Credit Push, CMBS Sales Surge & Going Private

The video discusses JP Morgan's expansion into private credit, driven by investor demand and higher fees in alternative spaces. It highlights the focus on collateral-backed credit and special situations. The video also covers the commercial mortgage-backed securities (CMBS) market, noting a rise in issuance and refinancing due to lower rates, while addressing investor concerns about market weaknesses. Additionally, it explores the trend of public companies going private, driven by shareholder pressure and the appeal of private equity's patient capital, despite high valuations.

What are the expectations for commercial mortgage-backed securities (CMBS) issuance in the coming year?

What concerns do bankers and investors have regarding the commercial mortgage debt market?

What advantages do companies see in going private compared to remaining public?