https://gainspainscapital.com/2023/04/12/the-clock-is-ticking-on-this-20-trillion-debt-bomb/
The commercial real estate market in the U.S. is about $20 trillion in size. This is not a small asset class. And thanks to the pandemic changing work habits, the Fed creating a massive credit bubble, and many cities going soft on crime, the collapse of commercial real estate may very well be the next black swan event.
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