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KeyCorp - Leucadia - Bank of America Deal


Parsad

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Imagine how more tantalizing a "Berkshire - Bank of America - Leucadia" thread title would look.  I would be thoroughly disappointed if this article appeared in a thread like that.  Good job tempering my excitement by using KeyCorp as the first company.

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There is a LOT of value hidden in Berkadia and while they may be over-earning as a result of the boom in multifamily refinancing being fueled by Ginnie, Freddie, and Fannie, they are also positioning themselves for a different rate environment.

 

If anyone wants to learn a little more about the Agency CMBS market and Berkadia's role therein, feel free to PM me.

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