6min chapter

All-In with Chamath, Jason, Sacks & Friedberg cover image

E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

All-In with Chamath, Jason, Sacks & Friedberg

CHAPTER

The Debt Service Ratio in San Francisco

When these loans were underwritten, San Francisco had a 5% vacancy rate. Now it's 30% to 40%. There are just no tenants. They can't make their debt service. So where does that end up? Well, they default on the debt and the bank ends up owning the building. Freeburg: We'll have probably two to three trillion dollars of federal money spent to backstop and support the asset.

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