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Nicholas Glinsman on Banks, Commercial Real Estate, and China

Forward Guidance

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The Effects of CRE Debt on Banks

25 banks, about 700 billion of CRE debt. That's 4% better than assets. In significant, would you have a concentration risk in that? There's a possibility. The next 110 banks, which have 10 billion to 160 billion of assets held 800 billion,. Which is 16%. So that starts to increase the odds that there's a concentration risk at some point.

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