The Kobeissi Letter
@KobeissiLetter · Mar 26, 2023
Over the next 5 years, more than $2.5 trillion in commercial real estate debt will mature.
This is by far more than any 5 year period in history.
Meanwhile, rates have more than doubled and commercial real estate is only 60-70% occupied.
Refinancing these loans is going to be
Elon Musk
@elonmusk
This is by far the most serious looming issue. Mortgages too.
02:59 AM · March 27, 2023 · 1.4M views
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