Navigating Real Estate's Maturity Wall

This chapter explores the challenges and opportunities in the commercial real estate market as low-rate loans come due, highlighting the concept of the 'maturity wall'. It discusses the office sector's ongoing struggles due to the shift to remote work and contrasts these challenges with the strengthened banking system and optimistic signs in other sectors like housing and logistics. The chapter further delves into affordability issues, the lock-in effect for homeowners, and the importance of effective policies for ensuring a balanced market.