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Nicholas Glinsman on Banks, Commercial Real Estate, and China

Forward Guidance

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The Shadow of the Private Market

There are clearly issues. And those issues have got to play out before we get any resolution. This is structural. It kicked off with work from home. People haven't come back. There's so much brand new office space being built, they'll take a little space as more people are working from home. Why am I so all these old buildings value collapses? We've seen a Blackstone gating, right? But they're so big, it probably doesn't matter to them.

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