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25min chapter
E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
All-In with Chamath, Jason, Sacks & Friedberg
The Overhang of Commercial Real Estate Debt and Implications for Banks
This chapter discusses the overhang of commercial real estate loans in the US and how it could potentially lead to impaired balance sheets for banks. It explores the challenges faced by building owners in restructuring their debt and the potential need for action from the Fed or government programs to support commercial real estate developers and owners.
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highlights
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