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Helix Financial provides a comprehensive investment due diligence and surveillance service for CMBS investors. By utilizing our data, analytics and sound real estate judgment, investors can make CMBS investments with confidence. Our experienced professionals and sophisticated technology platform offer an independent market perspective that does not rely upon issuers or rating agencies. As a result, Helix Financial provides CMBS investors with more timely and detailed services than anyone else in the marketplace. Additional clients include CDO originators/managers, commercial and investment banks, bond insurance firms and hedge funds.
Advisory Services
Helix Financial acts as an independent advisor and advocate in the purchase,
surveillance and disposition of CMBS and other alternative investments by:
- Conducting
exhaustive due diligence of potential investments;
- Negotiating
pricing / leverage terms with sellers;
- Providing
monthly surveillance reports for each transaction acquired;
- Providing
monthly portfolio management reports that highlight various collateral
concentrations; and
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Notifying clients
of selling opportunities based on client criteria or opportunities to capture
higher-than-projected gains.
Analytics
Services Helix Financial
acts as an extension of a client’s investment platform by providing the
necessary technology and personnel to properly due diligence CMBS transactions
and manage CMBS portfolios. Our analytics services include:
- Customized
bond cash flow modeling;
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Dashboard
reporting and monitoring tools;
- Collateral
databases and stratification tools;
- Integration
software for multiple data feeds;
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Loan origination
pricing grids;
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Reverse
engineering (RMBS, ABS, CDO); and
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Collateral quality
test tools and interfaces for CDO managers.
The technology
foundation of our analytics services consists of two
proprietary systems developed by Helix Financial: (1) the
Independent Collateral Evaluator credit model (ICE Model);
and (2) the Helix Financial Fusion System, an
asset/liability structuring tool.
Helix Financial utilizes its
ICE Model to analyze and store CMBS transaction information:
- In-house
proprietary collateral database that contains information published by loan
servicers
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Identifies
potential problem loans that require full re-underwriting
- Property
values are derived by using RTC-era capitalization rates
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Provides a
base-line loss projection for an offering
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Base-line loss
projections are used to compare various CMBS issuances
Helix Financial utilizes its Fusion System to produce
Wall Street-caliber bond analysis:
- In-house
proprietary pricing and structuring tool
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Allows Helix
Financial professionals to model individual transactions as well as client
portfolios>
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Excel interface
built upon C++ and Visual Basic code
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Collateral cash
flow generator allows us to model collateral and stress assets with various
prepayment and default scenarios
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Provides interest
rate hedge requirements
| For more information please contact:
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Wayne Fitzgerald |
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| Managing Director for Fixed Income Advisory and Analytics
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| wayne.fitzgerald@helixfinancial.com |
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| +1-704-926-7618 |
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| Scott Joel |
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| Managing Director for Fixed Income Advisory and Analytics
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| scott.joel@helixfinancial.com |
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| +1-443-270-1395 |
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