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ING Selling $500 Million of Loans to Aozora

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Aozora Bank is in the process of buying $500 million of performing commercial mortgages from the U.S. real estate lending arm of Dutch bank ING. The acquisition has been closing in stages over the past few months and is nearing completion. Overall, Tokyo-based Aozora is buying 15 loans for roughly par value. ING Real Estate negotiated the deal without using a broker. The disposition follows INGs decision in September to suspend its U.S. lending operation and lay off roughly half of its staff about a dozen people in New York and Los Angeles. At the time, the unit, ING Real Estate Finance U.S., had $6 billion to $7 billion of commercial mortgages. Its unclear if ING plans to shop additional loans in its portfolio. Aozora has been increasing its U.S. portfolio, both by participating in syndicated loans and acquiring mortgages. Most of the loans it is purchasing from ING were originated from 2008 to 2012. Among the borrowers are some of the biggest names in real estate, such as fund shop Blackstone of New York, Tishman Speyer of New York and mall operators Simon Property of Indianapolis and Macerich of Santa Monica, Calif. The portfolio includes a piece of the $1.3 billion of senior debt that Deutsche Bank, Lehman Brothers and UBS arranged in 2008 for a Boston Properties partnership on the 1.8 million-square-foot General Motors Building in Midtown Manhattan. The portfolio also includes a portion of the debt package on the 643,000-sf office building at 120 Park Avenue in Midtown Manhattan. HSBC and...

ING Selling $500 Million of Loans to Aozora

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Aozora Bank is in the process of buying $500 million of performing commercial mortgages from the U.S. real estate lending arm of Dutch bank ING. The acquisition has been closing in stages over the past few months and is nearing completion. Overall, Tokyo-based Aozora is buying 15 loans for roughly par value. ING Real Estate negotiated the deal without using a broker. The disposition follows INGs decision in September to suspend its U.S. lending operation and lay off roughly half of its staff about a dozen people in New York and Los Angeles. At the time, the unit, ING Real Estate Finance U.S., had $6 billion to $7 billion of commercial mortgages. Its unclear if ING plans to shop additional loans in its portfolio. Aozora has been increasing its U.S. portfolio, both by participating in syndicated loans and acquiring mortgages. Most of the loans it is purchasing from ING were originated from 2008 to 2012. Among the borrowers are some of the biggest names in real estate, such as fund shop Blackstone of New York, Tishman Speyer of New York and mall operators Simon Property of Indianapolis and Macerich of Santa Monica, Calif. The portfolio includes a piece of the $1.3 billion of senior debt that Deutsche Bank, Lehman Brothers and UBS arranged in 2008 for a Boston Properties partnership on the 1.8 million-square-foot General Motors Building in Midtown Manhattan. The portfolio also includes a portion of the debt package on the 643,000-sf office building at 120 Park Avenue in Midtown Manhattan. HSBC and...

Arbor Expands to CMBS Lending, Taps Hirsch

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Arbor Commercial Mortgage is expanding its lending business to include commercial MBS loans and has hired market veteran Todd Hirsch to oversee the effort. The finance firm already actively originates Fannie Mae and HUD loans, as well as bridge loans and mezzanine loans. Now it is expanding its product menu to include CMBS loans. The company, based in Uniondale, N.Y., will target fixed-rate CMBS mortgages of $5 million to $100 million on the major property types, although the initial emphasis will be apartment complexes its traditional focus. It might also securitize floating-rate bridge loans. Arbor expects to fund more than $200 million of mortgages under the program during the first year. The company is believed to have picked a securitization partner, which will underwrite the transactions to which Arbor contributes loans. Arbor also has the option of syndicating loans with institutional partners. Hirsch, a former longtime executive at Credit Suisse, plans to recruit several staffers for an origination team in New York, where he is based. That team will supplement existing originators at Arbors 12 offices nationwide. Hirsch started late last month as executive vice president and head of CMBS finance and distribution. He reports to chief executive Ivan Kaufman. At Credit Suisse, Hirsch was a managing director and most recently served as head of the European finance group, where he managed the CMBS portfolio and structured and managed joint ventures. Before that, Hirsch was in the U.S. C...

As Distressed Plays Wane, Fund Count Falls

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The number of funds focused on high-yield debt plays has fallen back to pre-crash levels. An annual review of active high-yield funds by sister publication Real Estate Alert identified 49 commingled vehicles dedicated mostly to debt investments. That was down 10, or 17, from a year ago (see list on Pages 12-14). The combined equity goal of funds declined at a slower pace 7, to $32.9 billion from $35.2 billion. Thats because the introduction of giant vehicles sponsored by Blackstone and Pimco offset the decline. The number of active debt funds surged to a peak of 73 in 2009, from 54 the previous year, reflecting an influx of investment managers seeking to pool capital in order to buy distressed loans at deep discounts or originate high-coupon mortgages amid a pullback by traditional lenders. But the anticipated bonanza of high-yield opportunities didnt fully materialize, and many of those planned vehicles never got off the ground, contributing to a net reduction in the number of funds. Likewise, the aggregate equity goal of debt funds has plunged by 32 from the $48.3 billion peak in 2009. Overall, Real Estate Alerts review identified 409 active closed-end funds that invest in commercial properties, debt or both. Vehicles are considered active if they are still raising capital or if they have already held final closes but have invested less than 75 of their equity. So each year, a rotating group of funds is counted. This year, 21 vehicles were added to the list, and 31 exited,...

Deutsche, Citi Land $550 Million Mall Loan

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Deutsche Bank and Citigroup have agreed to provide a $550 million mortgage on Scottsdale Fashion Square, a high-end mall near Phoenix. The 1.9 million-square-foot property, in Scottsdale, Ariz., is owned by a 50-50 joint venture between Calpers and Macerich, a REIT in Santa Monica, Calif. Deutsche and Citi will each fund half of the loan and will securitize it via a single-asset deal that is expected to hit the market in a few weeks. The leverage is low around 60, according to market sources. The Calpers-Macerich partnership will use the proceeds to retire a $550 million fixed-rate loan that matures in July. Goldman Sachs originated that six-year mortgage in 2007 and securitized it in two deals: Commercial Mortgage Trust, 2007-GG11, and Citigroup Commercial Mortgage Trust, 2008-C7. The malls anchors are Dillards, Macys, Nordstrom and Neiman Marcus. In-line sales are $603/sf. The property was built in phases, in 1962 and 1974, and later expanded, most recently in 2009. The loan is collateralized by 1.3 million sf, including 123,000 sf of office space. The rest of the space is owned by the anchors. Macerich assumed its stake in 2002 as part of its $1.5 billion takeover of Phoenix-based Westcor Realty. Calpers already owned its 50 stake at the time.

Banks Ease Loan Standards Amid Competition

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Heightened competition for loans to high-quality sponsors is forcing commercial banks to lower their credit standards to win business. Lenders report that jockeying for the most-attractive assignments has hit a level not seen since before the credit crunch. It looks like 2006 again, said one lender at a large U.S. bank. Commercial banks, both domestic and foreign, said competition has surged across the board over the past few months. For construction and short-term mortgages, its mostly coming from other balance-sheet lenders, including banks returning to the market after laying low because of the financial crisis. For long-term mortgages, resurgent securitization programs are adding to the competition. So far, the frenzy for business, limited mostly to top-notch borrowers, hasnt reached the level seen at the market peak in 2007. And theres still more hand-wringing about thin loan spreads than slipping underwriting standards. But for the choicest assignments, banks have had to offer concessions to borrowers on such loan terms as interest-only and prepayment-lockout periods, cash-reserve requirements, debt-yield covenants and recourse levels. And lenders said that leverage levels on portfolio loans are starting to creep up, sometimes indirectly via the use of aggressive property valuations. Many lenders, having increased their origination goals for 2013, feel pressure to drop standards to win assignments. I spend a lot of time lately coming up with...

BofA in Lead for Big NY Apartment Mortgage

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Bank of America has the inside track on a $550 million fixed-rate loan on an apartment complex in the Tribeca section of Manhattan. The 1,328-unit Independence Plaza is owned by the team of Vornado Realty and Stellar Management, both of New York. BofA is expected to get the nod to write a five-year mortgage, according to market pros. A second lender might also be tapped. The loan will likely be securitized this quarter in a stand-alone deal. Eastdil Secured is arranging the financing. Vornado gained a 58.75 stake in the ownership group through a series of transactions that culminated last December. Stellar owns the remaining interest. They will use most of the loan proceeds to retire $329.2 million of maturing debt. The complex, which is 98 occupied, consists of three 39-story towers, at 40 Harrison Street, 80 North Moore Street and 310 Greenwich Street, a half-dozen blocks north of the World Trade Center. It includes 55,000 square feet of retail space and a parking garage with more than 500 spaces. The property was built as luxury housing in 1976, but struggled initially because there were few residential amenities in Tribeca at that time. The area recently has seen widespread development, emerging as one of the citys most sought-after residential neighborhoods.

Barclays Ditches UBS, Links With JP Morgan

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Barclays is parting ways with conduit partner UBS. The British bank has decided to team up with J.P. Morgan on its next multi-borrower securitization. The move came after weeks of turmoil at UBS. Seventeen staffers have exited the commercial MBS group over unhappiness about annual bonuses announced last month. Among them: former group head Ken Cohen, who joined Bank of America, and top lieutenants Brett Ersoff and John Herman, who jumped to Rialto Capital. Barclays didnt return calls seeking comment, but market professionals said the bank was motivated to find a new partner for two reasons. First, it had doubts about whether the shrunken UBS lending team could sustain its usual origination pace. And the bank was concerned over the pricing concessions that bond buyers demanded on the UBS-Barclays conduit transaction that priced last week. Investors demanded a spread of 98 bp over swaps on the deals benchmark super-senior class. That was significantly wider than the spreads of 90 bp and 93 bp recorded by two other multi-borrower deals that priced within a few days. The wider spreads on that deal were one factor, but probably not the most important thing, said one sell-side veteran. They are probably most concerned about having a good, stable lending platform. You dont want to find yourself with a big inventory of loans and a partner who is not ready to issue. CMBS lenders join forces to achieve critical mass for a transaction sooner, thereby limiting their risk of warehousing loans and...

Pru Team Seeks to Refinance 11 Times Square

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A Prudential Real Estate Investors partnership that owns the office building at 11 Times Square in Midtown Manhattan is seeking to refinance a $507 million loan that it was forced to modify a year ago. Pru and its partner, SJP Properties of Parsippany, N.J., have begun preliminary discussions on a long-term, fixed-rate mortgage. They are pitching the assignment primarily to insurance companies. The 1.1 million-square-foot tower, which opened in 2011, was only 43 leased when its $714 million construction loan matured in March 2012. Unable to refinance the full amount, the Pru team agreed to pay down $207 million of principal in return for a two-year extension of the term, plus a one-year extension option. But the buildings fortunes have since improved. The occupancy rate has climbed to 69, according to CoStar. And the values of Manhattan office properties have spiked. So Pru and SJP are now eager to lock in a long-term loan of the same size. The propertys anchor tenant, law firm Proskauer Rose, has a lease on 406,000 sf until 2031, according to CoStar. In a major coup for the Pru team, Microsoft signed a 205,000-sf lease around yearend. Two other tenants were also recently recruited: eMarketer (54,000 sf) and Mexican-themed bar-and-grill Senor Frogs (22,000 sf). The existing bank syndicate was co-led by PNC and Bank of America, but BofA sold its position to another syndicate member, New York Life, in conjunction with the modification. The lenders with the largest pieces now are New York Life, MetLife and Helaba...

CIBC, Invesco Write Times Square Retail Loan

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CIBC and Invesco Real Estate have written a roughly $200 million floating-rate debt package for SL Green Realty and investor Jeff Sutton on 51,000 square feet of retail space in the heart of Manhattans Times Square. CIBC funded the senior portion of about $170 million and is expected to syndicate it. Dallas-based Invesco took down some $30 million of mezzanine debt. The debt package, which closed this week, is backed by the 12,368-sf building at 1552 Broadway and a lease on 38,433 sf at the adjacent 222,000-sf building, at 1560 Broadway. The four-story property at 1552 Broadway, known as the I. Miller Shoe Building, is at the northeast corner of West 46th Street and Seventh Avenue, where Seventh Avenue and Broadway begin to cross. The 17-story building at 1560 Broadway wraps around 1552 Broadway, with frontage on both Seventh Avenue and West 46th Street. The debt package, arranged by Meridian Capital, has a three-year term and two one-year extension options. The loan-to-value ratio is about 70, which pegs the value of the collateral at some $285 million. New York-based SL Green and Sutton teamed up in 2011 to buy the diminutive, landmark building at 1552 Broadway from Riese Organization of New York for $136.2 million. The duo also negotiated a long-term operating lease on space on the lower three floors and basement of 1560 Broadway, which is owned by union Actors Equity Association. The lease gave the SL Green team the option of knocking down walls between the buildings, effectively expanding 1...

Morgan Stanley Skips CMBS, Syndicates Loan

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Switching gears, Morgan Stanley has syndicated a $240 million fixed-rate mall loan, rather than securitizing it. Morgan Stanley divided the 12-year loan into two pieces and placed them separately with Cornerstone Real Estate and New York Life. The mortgage is backed by the 1.2 million-square-foot Valley Plaza Shopping Center, a mall in Bakersfield, Calif., that is owned by General Growth Properties of Chicago. When Morgan Stanley wrote the loan on Feb. 11, it planned to securitize it via a stand-alone deal. But the commercial MBS market was subsequently flooded with single-borrower transactions backed by mall paper, causing spreads to blow out. Morgan Stanley met pricing resistance in March on the stand-alone securitization of another loan it had written for General Growth. That $160 million mortgage was backed by the 1.1 million-sf Altamonte Mall in the Orlando suburb of Altamonte Springs, Fla. Price talk for that offering wasnt distributed, but investors and CMBS traders at rival shops said the spreads were wider than expected. A $74.4 million triple-A class with an 11.9-year average life was priced to yield 3.64 barely inside the 3.72 loan coupon. The yields on four subordinate classes totaling $63.1 million were unclear, but presumably exceeded the loan coupon if Morgan Stanley didnt retain them. In the wake of the weak execution of that offering and single-borrower mall transactions floated by other dealers, Morgan Stanley switched to the syndication market. Its unclear at what yield Morgan Stanley...

Brookfield Taps Deutsche Team for NY Towers

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A syndicate led by Deutsche Bank has agreed to lend up to $1 billion on two office buildings at Lower Manhattans Brookfield Place complex, known until recently as the World Financial Center. The other lenders participating are Bank of America, Citibank, Royal Bank of Canada and Wells Fargo. The floating-rate loan is sized at $800 million, with an accordion feature that could permit another $200 million to be drawn down. Each bank has pledged to fund one-fifth of the mortgage. Some or all of the participants are seeking to syndicate a portion of their commitments. The term is expected to be three years, with two one-year extension options. The complex, owned by Brookfield Office Properties of New York, encompasses four buildings with 7.2 million square feet. The collateral for the mortgage is the 2.4 million-sf Tower 2, at 225 Liberty Street, and the 1.8 million-sf Tower 4, at 250 Vesey Street. The buildings, which were constructed in 1986 and 1987, are fully occupied, but BofA leases almost two-thirds of the space under agreements that expire in September. The bank inherited the leases via its takeover of Merrill Lynch and is expected to vacate much of that space as it consolidates employees at its new Bank of America Tower, at One Bryant Park. BofA already subleases some its space at Brookfield Place, and the subtenants may stay on. But there is significant rollover risk for the lenders. As a result, Brookfield is providing a corporate guarantee on 20 of the debt, in addition to the value...

John Buck Seeks Loan to Buy Chicago Tower

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The prospective buyer of an office building in downtown Chicago is looking for a $204 million loan to help finance the deal. A partnership between Chicago fund shop John Buck Co. and a syndicate of South Korean investors has agreed to purchase the 1.1 million-square-foot skyscraper, at 161 North Clark Street, from Tishman Speyer for $348 million. The group is shopping for a five-year mortgage via broker Eastdil Secured, and is accepting both fixed- and floating-rate proposals. The 50-story building is 94.9 leased, according to CoStar, with no single tenant accounting for more than 9 of the space. The property was part of a 6 million-sf Chicago office portfolio that Tishman bought from Blackstone for $1.7 billion in 2007. Blackstone had picked up the six properties a few months earlier via its $39 billion takeover of Equity Office Properties. Tishmans 2007 acquisition was financed with a $1.4 billion floating-rate debt package from Bear Stearns, which intended to securitize a portion of the debt. Meanwhile, New York-based Tishman intended to flip three of the properties. Both plans were scuppered by the credit crisis. The following year, Bear sold $360 million of the senior debt to Wachovia, soon to be absorbed by Wells Fargo. Most or all of the rest ended up in the hands of the Federal Reserve Bank of New York when Bear disintegrated later in 2008. Currently, $655.1 million of the debt is held by the Feds Maiden Lane 1 vehicle. A 2010 restructuring of the portfolios debt extended its maturity...

Blackstone Gets $551 Million Hotel Loan From GE

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GE Capital Real Estate has provided Blackstone with a $551 million loan to refinance a portfolio of 16 hotels. The floating-rate loan, which closed this week, has a three-year term and two one-year extension options. HFF advised Blackstone on the financing. The debt is backed by a 4,798-room portfolio, roughly half of it in Florida and the rest scattered across the country. The hotels, plus a golf-and-tennis club, were acquired from MeriStar Hospitality. Some were in a nine-hotel pool the New York fund giant purchased from MeriStar early that year for $367 million. The rest were assumed when Blackstone subsequently acquired the Bethesda, Md., REIT in a $2.6 billion deal. Most of the proceeds of the new mortgage were used to extinguish existing loans, totaling roughly $470 million. The breakdown of that debt was unclear, but it included at least one bank loan as well as an allocated portion of a securitized loan. Eight of the hotels had been among 35 properties that collateralized a $1.5 billion debt package Bear Stearns, Bank of America and Merrill Lynch originated for Blackstone in 2006. The $835 million senior portion was included in a $1.8 billion commercial MBS deal the following year (BSCMS 2007-BBA8). Blackstone soon thereafter began selling properties out of the pool, sharply reducing the balance over time. The loan was due to mature in 2011, but was modified and extended. The remaining balance was paid off this month. The properties backing the GE mortgage are: The 742-room DoubleTree...

Razor-Thin Loan Pricing Extends to Suburbs

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amp;nbsp; A Tishman Speyer partnership is close to nailing down a low-leverage mortgage on a suburban Philadelphia office complex at a razor-thin spread that is raising eyebrows. Market pros familiar with the deal said that some banks have offered to lend $78 million at 140 bp over one-month Libor for 3-5 years. Thatamp;rsquo;s being described as among the lowest spreads that lenders have quoted in the current cycle on a suburban property amp;mdash; in this case, the 1.1 million-square-foot Bala Plaza complex in Bala Cynwyd, Pa. amp;ldquo;Itamp;rsquo;s the deal that keeps coming up when people talk about how crazy pricing has gotten,amp;rdquo; one lender said last week. The Tishman partnership, which has shopped the assignment mostly to U.S. and foreign banks, appears to be close to selecting a lender. It would use the proceeds to refinance existing debt. Until recently, rock-bottom mortgage spreads were largely limited to properties in top markets, like New York and Washington. But growing competition for business has led lenders to bid aggressively on assignments for a broad range of properties. One lender noted that six months ago, a five-year floater on a suburban office building typically carried a spread of 200 bp over Libor, assuming a 55 loan-to-value ratio. Now the spreads on s...

Vornado Moving to Refi Penn Plaza Offices

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Vornado Realty is quietly talking to lenders about refinancing its $330 million mortgage on an office building across from Penn Station in Midtown Manhattan. The REIT is asking portfolio and securitization shops for proposals on the maximum amount of senior fixed-rate debt they would provide on the 1.1 million-square-foot property, called 11 Penn Plaza. The term can be 10, 12 or 15 years. Vornado, which isnt using a broker, has indicated it will compare proposals based on the amount of proceeds, the loan spread and the term. After a first round of proposals, the company will specify the loan size and term and then ask a limited number of lenders to compete in the second round. Lenders said the mortgage could end up approaching $500 million. The existing $330 million floating-rate loan was originated in December 2011 by HSBC, Deka Bank and United Overseas Bank of Singapore. Its unclear when that seven-year loan becomes eligible for prepayment. The loan, pegged to Libor plus 235 bp, wont begin amortizing until 2015. The 23-story building is fully leased, according to CoStar. Macys, whose flagship store is a couple of blocks away, is the anchor tenant. This year it renewed its lease on 646,000 sf, or almost two-thirds of the space, until 2035 for its merchandising group. AMC Networks has a lease on 260,000 sf until 2017. The weighted average office rent is $55.84/sf. There is also 17,000 sf of retail space with an average rent of $152.94/sf. The building, at 150 West 32nd Street, was constructed in 1923...

Cerberus Wins B-Piece as Buyer List Grows

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Cerberus Capital has snagged its first B-piece, becoming the latest in a slew of new bidders to win the junior classes of a commercial MBS offering. Cerberus is teaming up with longtime B-piece player CWCapital to buy the below-investment-grade tranches of a $1.35 billion conduit offering that Wells Fargo and RBS are expected to bring to market in August. The deals collateral pool will also include loans from Basis Investment, C-III Commercial Mortgage, Liberty Island and National Cooperative Bank. Investors with no track record in the sector have elbowed their way into B-piece auctions in recent months, seeking high yields. Two other players have circled their first purchases this year: AllianceBernstein, in a partnership with Raith Capital, and Perella Weinberg. Also, the team of Basis and Artemis Realty, in a joint venture with CWCapital, took down its first B-piece last year. Meanwhile, the buzz is that Pimco and Oaktree Capital are among new bidders that havent yet won any B-pieces, along with Prime Finance and Saba Capital. The upshot: More players than ever are in the hunt for first-loss CMBS. Before the market crash, the acquisition of B-pieces was dominated by a handful of firms. That still remains the case: Six firms account for 80 of the 75 B-pieces placed since multi-borrower securitizations were revived in 2010: Rialto Capital (21 deals), Eightfold Real Estate Capital (14), BlackRock (9), LNR (6), CBRE Capital Partners (5) and H/2 Capital (5). But 15 different players have won at least...

Deka, HSBC to Split Floater on Seattle Tower

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Deka Bank and HSBC have agreed to write a $212 million floating-rate loan on a Seattle skyscraper that changed hands this month in an all-cash transaction. The five-year mortgage would be backed by Wells Fargo Center, a 984,000-square-foot downtown office building. Ivanhoe Cambridge bought the property this month for about $390 million from Boston fund operator Beacon Capital, in Seattles largest office trade so far this year. The loan is expected to close within a month, with Deka and HSBC splitting it evenly. The price tag indicates a loan-to-value ratio of about 54. The debt yield would be around 9. Eastdil Secured helped line up the debt for Ivanhoe, the real estate unit of Canadian pension-fund advisor Caisse de Depot et Placement du Quebec. Ivanhoe is a deep-pocketed investor that had the luxury of time, as one market pro put it, to line up debt after buying the building. But it likely was motivated to act quickly because interest rates have begun to rise. The 47-story Wells Fargo Center, at 999 Third Avenue, was built in 1983. It is about 73 leased, according to CoStar. Tenants include engineering firm Parsons Brinckerhoff (109,000 sf), accounting firm Moss Adams (95,000 sf) and healthcare provider Alere Wellbeing (63,000 sf). Before the sale, the property had $310.7 million of debt. That was an allocated portion of a $2.7 billion debt package originated in 2007 by multiple lenders to help finance Beacons acquisition of a 9.8 million-sf portfolio of 20 office properties in...

Cerberus Taps JP Morgan for Big Hotel Loan

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J.P. Morgan has won a $950 million loan for a Cerberus Capital joint venture on 51 hotels formerly owned by Innkeepers USA. The floater will likely be carved into a $600 million senior piece and a $350 million mezzanine portion. The bank will securitize the senior portion in a stand-alone commercial MBS deal that could hit the market next month. The mezzanine debt will be placed with high-yield investors. Cerberus and its partner, Chatham Lodging of Palm Beach, Fla., originally sought $850 million, but found banks that were willing to lend more. When they wanted $850 million, the market for the loan was very deep, said one veteran lender. When they raised it to $900 million, and then $950 million, the market got thinner and thinner. The status of the mezzanine debt was unclear this week. CMBS lenders who competed for the assignment presumed that J.P. Morgan wouldnt commit to providing such a large chunk of subordinate debt unless it already had buyers lined up. But some mezzanine investors said they had been told by the bank this week that all of the subordinate debt was still available. One high-yield investor said the frothy mezzanine-lending market made it possible for the Cerberus team to get a bigger loan. There are too many mezzanine players competing for too few loans, he said. The 51 hotels, with 6,847 rooms, were among 64 that the Cerberus joint venture bought from bankrupt Innkeepers in 2011 for $1 billion. Innkeepers was formerly owned by an Apollo Global affiliate. When Apollo...

CMBS Pros Forecast Upturn in Bond Values

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Traders and investors are optimistic that commercial MBS values will rise by yearend, but they dont expect a return to the post-crash peak seen in January. New-issue spreads on the benchmark bonds from multi-borrower offerings should tighten by about 30 bp during the second half, to 95 bp over swaps, according to the average forecast of industry pros surveyed by Commercial Mortgage Alert. The prevailing spread on new long-term, super-senior CMBS was 120 bp as of June 30, according to Trepp, and the two most recent conduit issues priced at spreads of 122 bp and 128 bp. The current level remains in that range, industry professionals said this week. After starting out the year at 72 bp, the benchmark spread climbed into the low 90s before dropping again in mid-April. It then swelled by about 40 bp over the past two months to its widest level in a year. That coincided with soaring yields on 10-year Treasurys, which stood at 2.6 yesterday. Both trends reflected a broad-based pullback by fixed-income investors amid concerns that the Federal Reserve might soon curtail its bond-buying program and other efforts to keep interest rates low. All 12 survey respondents foresee a gradual tightening of the benchmark CMBS spread over the next few months as buyers shake off their recent aversion to long-term investments which several forecasters blamed on overreaction to public statements by Fed chairman Ben Bernanke. A lot of that selloff was overdone. It was a knee-jerk response to Bernankes comments, said Kevin Benson, a...
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