SBA 504 Loan & Rates Monitor – April 2023

Loan originations under the 504 loan program remain well below the level of the preceding year so far in FY2023, and are currently just slightly above where they were at the same point in FY2020. Through March 31, 2023, 504 loan originations are down 39.8% compared to...

EQCDX Monthly Commentary – February 2023

The Equalize Community Development Fund (EQCDX) is a public mutual fund security designed to provide current income, in the form of quarterly dividends, from a portfolio of first lien Small Business Administration 504 loans and USDA Rural Development loans. The Fund...

AHOMe Monthly Commentary – February 2023

The American Home Opportunity Mortgage Fund (“AHOMe”) is a Fund designed for the needs of investors seeking attractive yields from a portfolio of residential mortgage loans made to a deserving, yet underbanked community of borrowers. The Fund buys and holds Individual...

Equalize Market Commentary – 1st Quarter 2023

We are now halfway through the first quarter in 2023 and inflation remains the primary economic concern for the markets and investors. Its effects are causing central banks to raise rates and potentially slow the economy into a recession. Russia’s invasion of Ukraine...

SBA 504 Loan & Rates Monitor – February 2023

The SBA has not updated their weekly lending reports for any periods in 2023 so far, but as we reported last month, loan originations under the 504 loan program are proceeding at a considerably slower pace in this fiscal year than in FY2022. Still, originations, are...

SBA 504 Loan & Rates Monitor – January 2023

Loan originations under the 504 loan program are proceeding at a considerably slower pace in this year than the blistering start of the SBA’s fiscal year 2022. Still, originations, are comparable to other recent years, while far below the pace set at the start of last...

Monthly Updates

Read our monthly update on developments in the market for SBA 504 loans, CRA news, and interest rate trends.