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#	AUTHOR DATE SUBJECT
6	member 11/30/13 7:21PM February, 1970
Great write-up - thank you for sharing. Anyone investing in this space would be behouved to read George Soros' 1970 white paper titled 'The Case for Mortgage Trusts". I believe that William Erbey is highly... login to read the rest view available tags
5	member 11/19/13 12:17PM AAMC Incentive
In addition to the comments about their ability to purchase 30% below FMV, I think another problem here is that AAMC has an incentive to continue issuing secondaries even if the marginal deals are much... login to read the rest view available tags
1	member 11/19/13 9:15AM Modifications / Rentals
Couple questions: Given the compelling economics from loan modifications why haven’t the banks themselves modified the loans? My understanding is that most of the selling banks here have strong servicing capabilities and bank regulators view... login to read the rest view available tags