Economics

I may sound like a broken clock, but the CRE market is still not doing well and we might see the results of it this year

🇧🇷🇺🇸-  Book: Making Things Think: https://holloway.com/mtt. Investor in Wander, Carry, Footprint, Merkle Manufactory (Farcaster), Dynamic, Paragraph.

This was obvious when covid completely destroyed demand. Why has it taken so long though?

I’ll be really interested to see how new models and businesses spin up to find different uses for the space. Commercial -> Residential conversions?

Sone cre loans were signed under favorable terms before the vacancies and rate changes.

5yr notes turning over… eventually gets tough.

introduction of higher interest rates and new empty builds