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E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
All-In with Chamath, Jason, Sacks & Friedberg
Real Estate Market Challenges and Potential Crisis
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This chapter discusses the challenges and potential crisis in the real estate market, including the impact on commercial real estate values, the risks posed to banks and pension funds, the strategy of 'Pretend and Extend' in real estate investments, the contrasting dynamics in the residential and commercial real estate markets, and the ongoing rolling crisis in real estate caused by the need for refinancing.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode