Risks and Opportunities in Commercial Real Estate and High-Yield Bonds

This chapter discusses the potential risks and challenges faced by commercial real estate investors in the U.S. due to near-term maturities and the possibility of struggling to fill funding gaps if interest rates remain high. The importance of constructing portfolios with shock absorbers to manage assets and seize opportunities is highlighted. The chapter also covers the trends, risks, and opportunities in the high-yield bond market.