MEDIA RELATIONS PORTFOLIO: FINANCIAL SERVICES

Yahoo! Finance • 2nd June 2025

When will mortgage interest rates go down to 4%?

Client: Kiavi

If you’re in the market for a home, it’s understandable to wonder when mortgage rates will go down. While interest rates might not fall all the way to 3% again, what about 4%? Even before the COVID-19 pandemic, rates lingered at or below 4%.

The Wall Street Journal • 19th May 2025

Caterpillar Relocation to Texas Extends U.S. Manufacturing's Southern Shift

Client: Project Management Advisors

Caterpillar Inc.’'s red down pointing triangle planned relocation of its global headquarters to Texas from Illinois comes as the equipment maker and other companies expand their manufacturing bases south.

WSJ Buyside • 17th January 2024

Is it Time to Refinance Your Mortgage? That Depends on When You Closed

Client: Kiavi

At last week’s 6.66% average rate, data from analytics provider ICE Mortgage Technology shows that nearly 360,000 homeowners could shave at least 0.75 percentage points off their current interest rate. (At 8%, only a mere 50,000 homeowners could say as much).

American Banker • 22nd September 2022

Flavorful finance: How banks, credit unions are using food to win business

Client: Alliant Credit Union

Banks and credit unions are finding that in some cases, the way to a consumer's heart is through their stomach.

Wall Street Journal • 5th June 2024

Tougher Rent Laws Are Behind Trouble at NYCB

Client: BGO

When New York Community Bancorp posted large losses last month and warned of more difficulties to come, it pointed to a significant cause for concern: troubled loans in a sinking corner of the New York City apartment market.

Forbes • 23rd October 2023

Best Hard Money Lenders Of 2024

Client: Kiavi

Launched in 2017, HouseMax Funding is a fast-growing, Austin-based real estate lending company, offering hard money financing in urban and suburban communities nationwide. It provides borrowers rapid rate quotes and the opportunity to prequalify “in a matter of minutes.”

American Banker • 22nd September 2022

Flavorful finance: How banks, credit unions are using food to win business

Client: Alliant Credit Union

Banks and credit unions are finding that in some cases, the way to a consumer's heart is through their stomach.

Evening Standard • 31st March 2022

Turning London’s office blocks green will cost £30 billion, says Savills

Client: BGO

Under proposed regulations all commercial office buildings will need to register an environmental performance certificate (EPC) by 2025.

The Wall Street Journal • 17th May 2024

Auto-Loan Interest Rates Are Skyrocketing. No One Told Credit Unions.

Client: Alliant Credit Union

A series of interest-rate rises have rippled through the U.S. economy, and more are projected to be on the way. WSJ breaks down the numbers hitting Americans’ wallets this year and beyond.

MarketWatch • 26th March 2025

10 accountants reveal the tax credits and deductions Americans overlook often

Client: Byline

Tax season is officially here. And if saving money is your biggest priority this year, there are plenty of tax breaks to take advantage of. Sadly, many of you might be leaving money on the table.From the Child Tax Credit to the state sales tax deduction, we asked certified public accountants and certified financial planners what tax credits and deductions filers often miss. (Looking for a new financial planner too? This free tool from our partner SmartAsset can match you to vetted financial advi...

Inman • 6th June 2024

Investors are scooping up Kiavi's 'fix and flip' loans

Client: Kiavi

Kiavi upsizes its 16th securitization to $350 million and says largest deal since November 2021 brings total issuance since 2019 to $4 billion.

The Mann Report • 6th June 2024

Berkley Insurance Company Renews 60,000SF at 757 Third Ave.

Client: BGO

In just the second deal over 60,000 square feet signed on Third Avenue this year, BentallGreenOak has renewed Berkley Insurance Company’s lease at 757 Third, a 504,953-square-foot office building in Midtown East owned by BentallGreenOak, announced JLL.

The Crittenden Report • 6th June 2024

Equity will get a jolt during the second half of the year

Client: BGO

JV and pref equity deals will continue to be difficult for the first part of the year as many investors remain on the sidelines. Rising rates have caused floating-rate debt to be above most cap rates, resulting in negative leverage. Some JV equity providers have shifted their focus to the debt side or will invest as pref equity only. There has not been a lot of acquisition equity being placed and a huge pullback in ground-up development is occurring. However, it is not all doom and gloom. Whispe

The Real Deal • 12th February 2024

Cash Buyers Come for Distressed Commercial Properties

Client: BGO

The Distress Record: SL Green, others create funds to pounce on market.

GlobalCapital • 25th January 2024

Blackstone's Tricon acquisition signals turning tide for US SFR

Client: Kiavi

Securitization issuance from the sector could double in 2024 as funding costs come down and investors turn bullish.

GlobalCapital • 9th August 2023

Kiavi CEO sees RMBS gaining confidence over house prices

Client: Kiavi

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Scotsman Guide • 1st August 2023

Clients who want to invest in condominiums may not know where to start

Client: Kiavi

Condominiums offer a huge opportunity for newcomers to residential real estate and seasoned investors alike. Given where interest rates stand, is it realistic for a noncash investor to get into the condo investment game? The answer is yes.

Scotsman Guide • 20th April 2023

Notable mortgage industry additions and promotions: April 17-21

Client: Kiavi

Guild Mortgage named John Lowe as manager of a newly added district made up of 40 new Guild employees and eight branch offices in California. Lowe moves to Guild with 40 team members, including area managers Chris Owen and Joanne Hender; branch managers Doug Grenz, Don Petty, Gwen Chyz, Jeremy Kurtz, Marco Guerra and Steve Weninger; sales manager Debra Morsan; six transaction coordinators and four processors.

NAIOP Blog • 13th March 2025

Building a Team to Capitalize on 1031 Exchanges

Client: First American Exchange Company

With nearly $1 trillion in commercial real estate loans maturing this year, as reported by S&P Global, a wave of distressed properties is expected, while historic lows in construction starts and supply constraints could drive long-term potential for property value growth. For investors looking to reposition their portfolios, defer capital gains taxes and capitalize on resilient asset classes or high-growth markets, 1031 exchanges can provide a pathway.
Since the 1920s, 1031 exchanges have suppor...