The 'Urban Doom Loop' for Commercial Real Estate w/ Stijn Van Nieuwerburgh
Real Vision: Finance & Investing
00:00
The Potential Drawdown From Peak
We haven't seen a crash like this since at least the early 1980s. This is an unfolding story, and I expect it to be an important story for months, if not years to come. Most lease revenues have been falling already by about 19%, even though only one-third of leases have actually come up for renewal so far. Very few new leases are being signed; that means vacancy rate is going up.
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