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What Commercial Real Estate Stress Means for Banks and Bond Funds
Odd Lots
The Impact of Debt Funds on the Market
The market doesn't believe that. It's going to take a long time to get some local city leaders to kind of understand where they really sit. In the boom period when interest rates are so low and everyone was excited about the fact that there were some yield on offer in commercial real estate, those debt funds were around 13% of our originations. And given that they had typically short-term short-term associated with those loans, that's going to be a significant component of the maturities in the near-term. So this is really fascinating. Just this idea that the buyers were seeing show up in some of these distressed is not the people who just know how to do a
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