Debunking Doom: A Rational Take on Consumer Spending and CRE Dynamics
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Analyzing US Banks' Exposure to Commercial Real Estate
The chapter delves into the unique challenges office space in commercial real estate is currently facing, such as a demand shock and potential inventory reductions, drawing comparisons to the evolution of brick and mortar retail. The speakers discuss the gradual impact on asset performance and the implications for bank exposure in the sector.
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