Navigating the ‘perfect storm’ in commercial real estate
Exchanges
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The Slow Unwind of Bank Balance Sheets
I would say bank balance sheets have been in the process of starting a slow unwind now for some period of time. We need liquidity in our markets, even for the toughest categories to avoid a hard landing. But then I do think we need to figure out how we over index going forward to the types of assets being invested in that have a future.
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