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Steve Eisman on Banks, AI and His Next Big Bet
Odd Lots
The CRE Risks of Refinancing
The value of your real estate went down, period. The area that is the most problematic is obviously office. There's about 175 billion of office debt coming due this year and about 150 billion of office Debt coming to do next year. San Francisco and New York are probably the worst areas for refinancing.
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