The Overreaction Bubble - A Presentation on CRE Dangers
Commercial real estate (CRE) long ago reached all the qualifications for an asset bubble, one that was generated by the overreactions to the overreactions to the pandemic. Having grown out of rationalizations, it blew to more than sufficient sized setting the system up for an inevitable reckoning. Reviewing those proportions, we also look at some positive comparisons as well as the critical risks to watch out for.
