Why Professionals Believe Industrial Property Is The Next Shoe To Drop

Tick, tick, tick. Can you hear the ticking of the clock? There are a great deal of individuals out there that believe that the next shoe to drop is going to remain in business property. It is, isn’t it? It’s absolutely, without a doubt, a significant ticking time bomb.

CHAPTERS:

0:00 Introduction
1:08 Industrial Property
4:15 CMBS and CRE CLO
6:22 CRE Financial Obligation
11:12 Is This Worldwide?
12:20 Gold Breakdown
15:07 Finish Up

SLIDES FROM VIDEO:

SOURCES:

https://www.marketwatch.com/story/commercial-mortgages-are-a-big-3-1-trillion-share-of-bank-holdings-goldman-sachs-bd8ce5c1

https://fred.stlouisfed.org/series/CREACBM027NBOG

https://www.marketwatch.com/story/office-property-woes-could-be-tip-of-iceberg-if-credit-freezes-up-as-1-trillion-bill-comes-due-466f7a2d?mod=article_inline

https://www.wealthmanagement.com/cmbs/cre-conduit-lending-sector-braces-challenges-2023

https://www.crefc.org/cre/content/News/Items/Research_and_Data/CMBS_Performance_and_Maturity_Update.aspx

https://cred-iq.com/blog/index.php/2023/04/20/mounting-maturity-defaults-commercial-real-estate/

https://seekingalpha.com/article/4593367-banks-investors-government-on-hook-for-majority-of-cre-debt

https://www.advisor.ca/investments/alternative-investments/canadas-national-office-vacancy-rate-hit-all-time-high-in-q1-cbre/

https://www.cnbc.com/2023/04/14/fears-mount-european-commercial-real-estate-could-be-the-next-to-blow.html

https://www.gold.org/goldhub/data/how-much-gold