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Bearish but Priced In
The Compound and Friends
The Bearish Price of Commercial Real Estate
It just may act as a drag Yes, and it affects like the cmbs market. It's not so much the the smaller bangs I don't think they're really that involved market not that big it's like a hundred billion dollars Uh, so there'll be losses up, but if you look at the reed market, it's already, you know priced in so everyone sees it coming So this could go on forever One of the key arguments is like if you're a guy that owns realist commercial real estate Or you're a corporation There are many steps before anybody could foreclose you out of it Like you could fight forever to keep something And so a lot of these things don
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