Nine hundred fifty billion dollars in commercial real estate loans are maturing in 2025—and most can't be refinanced. Office vacancy just hit 20.7%, the highest on record. Delinquency rates surpassed 2008 levels. Property values are down 18%, but the debt hasn't changed. This is the maturity wall. And it's about to trigger the biggest commercial real estate crisis since the Savings & Loan disaster of the 1980s.
In this video, we break down the mechanics of the commercial real estate collapse happening right now. We show you the exact parallel to the S&L crisis—when 1,043 institutions failed and taxpayers paid $160 billion. We reveal how Blackstone made $14 billion buying Hilton at the bottom in 2008, and how Brookfield turned $2.6 billion into $9 billion buying distressed malls. And we explain what history says about protecting wealth when $2.3 trillion in CRE debt matures between 2025-2028.
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