Warebearcub
Warebearcub t1_je2u8cf wrote
Reply to SF commercial real estate: Office vacancy 28% (CBRE). Rents have fallen 15% (JLL) by scott_jr
Real estate is fine. Commercial real estate is not. However, your timing is off. Most CRE loans aren’t due / renewing until June. That’s when the ‘crash’ will be possible (PS it won’t bc banks are already restructuring loans).
Warebearcub t1_je2u9hg wrote
Reply to comment by fenriswulfwsb in SF commercial real estate: Office vacancy 28% (CBRE). Rents have fallen 15% (JLL) by scott_jr
He’s early. It’s a nothing burger until Summer.