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Nicholas Glinsman on Banks, Commercial Real Estate, and China

Forward Guidance

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The Upside of the Commercial Real Estate Market

Old buildings are where a lot of the exposure in the secondary market be a direct equity, direct lending or CMBS resides. It's not cyclical. Now let me spin something optimistic out of the commercial real estate market. Because of the trend towards the decoupling trend and the trend towards reshoring and onshoring and friend showing, you've got to try and find factory space. But upside there, because there probably isn't enough.

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