Case Study
Real Estate Investment Trust
Contact Fergus Reid, head of marketing: (212) 209-0866; email, freid@newoak.com ©2014 NewOak Capital LLC, 485 Lexington Avenue, 25 th Floor, New York, NY 10017 Case Study: Real Estate Investment Trust www.newoak.com Business Challenge A major real estate investment trust sought an independent third- party expert to value residential mortgage-backed securities and associated interest-rate swaptions securing repurchase financings to inform the resolution of an ongoing pricing dispute. In addition to the securities valuation, the client needed the third-party expert to provide guidance on market practices for resolving margin call disputes and conducting asset liquidations.