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The Bankruptcy Carve-Out Problem on Agency Deals [View article]
Another good article.
Just a couple of tangentially related questions:
1. What is the relative asset impairment for mortgage rewrites (that stick) vs foreclosure? Has anyone attempted this analysis? It may be that rewrites that stick offer less impairment than foreclosure.
2. What is the relative asset impairment for mortgage rewrites that don't stick? Is the impairment from foreclosure greater because the rewrite was done but the mortgagee defaulted anyway?
Tyler or any reader have leads on these questions?