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
Of $55.6B maturing through 2028 on the programme and CMBS tape, the eight largest lenders or servicers carry CITI REAL ESTATE FUNDING $5.2B (266 loans), JPMORGAN CHASE BANK NATIONAL ASSOCIATION $2.7B (98 loans), GOLDMAN SACHS MORTGAGE $2.4B (104 loans), NATIXIS REAL ESTATE CAPITAL $1.9B (80 loans), UBS $1.7B (140 loans). The largest alone is 9% of the total.
Refinancing risk concentrates in the counterparties that originated or service the loans; a lender's share of the wall is who will be at the table.
| name | loans | by 2028 usd | current usd |
|---|---|---|---|
| CITI REAL ESTATE FUNDING | 446 | $5.2B | $9.5B |
| JPMORGAN CHASE BANK NATIONAL ASSOCIATION | 145 | $2.7B | $4.2B |
| GOLDMAN SACHS MORTGAGE | 118 | $2.4B | $2.7B |
| NATIXIS REAL ESTATE CAPITAL | 85 | $1.9B | $2.0B |
| UBS | 215 | $1.7B | $2.8B |
| WELLS FARGO BANK NATIONAL ASSOCIATION | 176 | $1.7B |
select lender, count(*), sum(current) filter (where maturity_date <= '2028-12-31') from reg_loan join reg_entity group by 1| $2.7B |
| BARCLAYS BANK | 95 | $1.7B | $1.7B |
| DEUTSCHE BANK AG ACTING THROUGH ITS NEW YORK BRANCH | 104 | $1.6B | $2.0B |