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2min chapter
The Public Company Hiding In Plain Sight
Motley Fool Money
The Impact of Commercial Real Estate on the US Economy
70% of commercial real estate loans that are maturing in the next five years are held by banks. Bill Ackman's shareholder letter for Persians Square pointed out the role of smaller regional banks in this. Smaller regional banks would own this kind of debts. Highly localized. But it creates this real problem if we start to see a lot of foreclosures because these smaller banks, they're already under stress. They don't want these buildings on their books anymore than they do houses.
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