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Nvidia's AI Woodstock, Office RE crash, avoid equal-weighting Nick Colas and Jessica Rabe

The Compound and Friends

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Navigating the Turbulent Waters of Office Real Estate Market

The chapter explores the potential crash in the office real estate market that has not yet materialized as expected. It discusses rising office vacancy rates, declining property values, and looming commercial real estate debt maturity wall. The hosts reflect on the comparisons to the 2008 financial crisis, the slow pressure building as leases expire, and the potential impact on investors.

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