The intelligence graph connecting private capital, companies and real assets. Public records ingested on their own cadence, resolved to one identity by shared identifier, connected by typed relationships with a date and a source on every edge, and read by detectors that say what changed and what it means. Facts, derived metrics, signals, anomalies and inferences are labelled as such.
Reading the graph
computed from facts with a stated formula and window
1,225 loans on DFX's tape (31 FHA-insured multifamily, 1,194 CMBS) carry a scheduled maturity in 2027, $22.9B of current balance ($24.6B at origination). Largest state exposures: NY $4.7B, CA $4.4B, unknown $1.9B, TX $1.1B. Largest lenders or servicers: CITI REAL ESTATE FUNDING $1.6B, NATIXIS REAL ESTATE CAPITAL $1.3B, GSMC $1.3B.
A maturity is a dated event with a counterparty. Concentrations by year, state and lender are where refinancing pressure will be felt first; the tape is programme and securitised lending only, so this is a floor on the market's wall, not the wall.
| loans | state | current usd |
|---|---|---|
| 153 | NY | $4.7B |
| 222 | CA | $4.4B |
| 95 | unknown | $1.9B |
| 89 | TX | $1.1B |
| 41 | NJ |
select extract(year from maturity_date), count(*), sum(coalesce(current_principal, original_principal)) from reg_loan group by 1| 43 | PA | $787M |
| name | loans | current usd |
|---|---|---|
| CITI REAL ESTATE FUNDING | 72 | $1.6B |
| NATIXIS REAL ESTATE CAPITAL | 53 | $1.3B |
| GSMC | 43 | $1.3B |
| GOLDMAN SACHS MORTGAGE | 43 | $1.3B |
| BARCLAYS BANK | 41 | $905M |
1,287 loans on DFX's tape (47 FHA-insured multifamily, 1,240 CMBS) carry a scheduled maturity in 2029, $25.6B of current balance ($26.8B at origination). Largest state exposures: unknown $5.4B, NY $4.5B, CA $3.0B, TX $1.8B. Largest lenders or servicers: CITI REAL ESTATE FUNDING $4.3B, fdic:33124 $2.5B, BARCLAYS CAPITAL REAL ESTATE $1.4B.