

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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Impact of Rising Interest Rates on Commercial Real Estate
01:31 • 14min
The Potential Impact of Commercial Real Estate on Bank Solvency
15:33 • 2min
Potential Impact of Commercial Real Estate Distress on the Banking System
17:47 • 10min
The Potential Problem in Commercial Real Estate
28:15 • 2min
Understanding Negative Equity in House Investments
29:59 • 2min
Risks of Negative Equity and Leveraged Losses in Property and Commercial Real Estate
31:41 • 3min