CMBS and CDS

Working on an investment case study where the national oil company of a sub investment grade country wants to sell its office premises for $150 million on a 15-yr lease with an option to put it back at the end of the lease. Rather than a straight sale where one investor buys the building, I was thinking converting it into a CMBS sale and overlay this with a CDS to effectively create a riskfree security. What are the issues I need to think of? What is the notional amount investors need to buy CDS protection on? Would that be the present value of all cash flows and if so, which discount rate should I use? Would it be the nominal value of all cash flows? If somebody has any direct CMBS and CDS experience, keen to talk to you.

4 Comments
 

Yeah package that CMBS and CDS security together and watch the cash flow roll in, baby. Why didn’t I think of this?

Fuckin my way thru nyc one chick at a time
 

It doesn’t seem like you’ve done any reading on CMBS or CDS. Selling a CMBS loan collateralized by a property is not the same as selling a property. You’re trying to do too much. Do the case study as the author intended

Fuckin my way thru nyc one chick at a time
 

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