Rate Desk Wednesday, October 28, 2020

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October 28, 2020 edition of Yield PRO TV Rate Desk with Michael Thomas. ROI with cash‐on‐cash returns and real quantitative metrics to measure social impact of CRE investment.

Rate Desk notes October 28, 2020
  • Indices down
  • UST yields .78
  • Crude $37.49
  • 223(f) 2.28%
  • 221(d)(4) 2.78%
  • Fannie 2.90%
  • Freddie 3.00%
  • Cash‐on‐cash return least speculative measure of ROI
  • 8% is the new target
  • Terminal ROI: 18‐20%
  • Dividend yield of S&P 500: 1.7% (2x higher than yield on 10YR UST)
  • OZ fund target: 5.5% preferred distribution with 12% return
  • Metrics to measure social impact