
Real Vision: Finance & Investing The 'Urban Doom Loop' for Commercial Real Estate w/ Stijn Van Nieuwerburgh
18 snips
Jul 8, 2023 Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 2min
The Urban Doom Loop
01:48 • 2min
The Potential Drawdown From Peak
03:58 • 4min
The Effect of COVID on Rents
08:00 • 4min
The Processional Macroeconomic Impacts of Office Losses
11:31 • 3min
The Economic Impact of Debt and Equity Drawdowns
14:40 • 4min
The Rate of Office Mortgage Delinquency
18:41 • 3min
The Price of CMBS Bonds
21:21 • 3min
The Market's Distress Signal About Office Distress
24:11 • 5min
How to Short REITs
29:06 • 2min
The Impact of Bank Size on Commercial Real Estate Exposure
30:54 • 3min
The Worst Case for the Banking Sector
33:45 • 2min
The Speed of Digital Capital Flight
35:30 • 2min
The Risks of COVID in the Real Estate Market
37:21 • 4min
The Heterogeneity of the Office Market
41:16 • 5min
The Urban Doom Loop and Tax Revenue Inequality
45:54 • 2min
The Importance of Industrial Focused Rates
48:18 • 3min
The Future of Commercial Refinance
51:22 • 2min
The Silver Lining in Remote Work
53:18 • 3min
The Challenges to Conversion in the United States
56:17 • 4min
The Challenges of Remote Work
01:00:42 • 3min
