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Dan McNamara & Michael Gayed: Unveiling the Future of Retail & Commercial Real Estate

Lead-Lag Live

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The Refinancing Wall of 2025

A lot of corporate loans coming out of COVID and a maturity of three, four years. So you end up having a lot of potentially zombie companies having to roll over and refinance into higher rates. I think you are going to see some zombie companies and you're going to see more bankrupt season. We haven't had one of those in a long time.

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