Packer16 Posted March 21, 2020 Share Posted March 21, 2020 What are folks thoughts on contagion or fear of contagion is specifically real estate & other fixed income. There has been some wild gyrations in real estate fixed income the past few weeks (LADR & NLY) being to examples. Treasuries being used as collateral (increasing demand) is another effect. It has spread to real estate finance companies like STOR & high quality first lien lenders like TSLX. Does anyone have any insights to what has caused this. I have heard rumors of margin calls & I know they can cause some contagion effects. Packer Link to comment Share on other sites More sharing options...
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