Many Happy Returns

Schrödinger's Flat: How Big a Problem is Commercial Real Estate?

Feb 14, 2024
This podcast explores the problems faced by banks due to losses on property loans, the potential impact of rising interest rates on commercial real estate, and the consequences for bank solvency. It also discusses the distress in the commercial real estate market, negative equity in house investments, and the risks of leveraged losses in property and commercial real estate.
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