Louise @Covid_Cassandra (1.2K followers) (505 tweets)

Companies are pressuring people back to the office in spite of the benefits of WFH: happier employees; better for the environment; safer workplaces; better work/life balance; less expensive for the employer. Why? Partly bc of commercial real estate interests.
/1

Keywords: commercial real estate ?, less expensive, better, Why

Sportrepreneur24 @Sportrepreneur4 (1.4K followers) (6.8K tweets)

Commercial Real estate is a mess. What is the best way for retail investors benefit when the right time comes?

Keywords: commercial real estate ?, What, best

Steve 🇺🇸 @StevenZWang (4.5K followers) (7.6K tweets)

how to trade the upcoming commercial real estate crisis? any good ETFs or individual stocks to short?

Keywords: commercial real estate ?, good

Court10Nay @Smith_CourtneyM (1.9K followers) (9.3K tweets)

Can someone point me to a video or explain what happens to commercial real estate loans if the small/regional banks that hold those loans fail?

Keywords: commercial real estate ?, what

Brian Rumao @brianrumao (4.0K followers) (3.4K tweets)

Friend: hey how’s it going?

Me (thinking): well there’s a banking crisis and commercial real estate is next, AI is changing everything but we’re in a hype cycle so challenging to invest, venture is mostly underwater, hyperinflation may hit USD, and-

Me (aloud): good!

Keywords: commercial real estate ?, good

(1)

The Dales Report @TheDalesReport (4.7K followers) (6.2K tweets)

In a research note, #JPMorgan analysts said that nearly $450 billion in commercial real estate loans are set to mature in 2023, 60% of which are held by banks. With 38% potentially defaulting.

Regional banks hold 70% of the CRE paper in the US. Are we in the clear??!?!?!

Keywords: commercial real estate ?, which

(2)

YoC STR @YieldOnCostSTR (1.6K followers) (1.3K tweets)

Right now, short-term rentals fall in a grey area between commercial and residential real estate.

This is not necessarily good or bad, but it is the current state of affairs and investors should recognize it as such.

Some implications of this truth, both good and bad:

⬇️

Keywords: commercial real estate, good, Some

(1)

Dan Gibson @_dpgibson (2.0K followers) (997 tweets)

Really struggling to understand how markets are not under more pressure here. Consumer data deteriorating, banking crisis building while commercial real estate is sinking. Talk to companies, trends are not good and stocks are expensive.

Keywords: commercial real estate, good, expensive

(2)

Uché Perkins @JustAFamilyMan_ (4.0K followers) (61.1K tweets)

All of this vacant commercial real estate thanks to telework across the country could be put to good use by turning it into housing. I don’t know why developers are reluctant to make this transition.

Keywords: commercial real estate, good, why

(4)

Deva Hazarika @devahaz (5.4K followers) (37.9K tweets)

If there were a contest to come up with the worst polling issue possible, Commercial Real Estate Bailout would be a great entry

Keywords: Commercial Real Estate, great

Nathan Stolpman @lifttheveil411 (10.1K followers) (9.6K tweets)

So far the banks that have failed have failed because of GOOD debt - as in debt that will definitely be repaid given enough time. Wait until you hear about the BAD debt in commercial real estate.

Keywords: commercial real estate, GOOD

Jim Cramer @jimcramer (2039.8K followers) (124.3K tweets)

then it will be on to the commercial real estate market. The good news there is that we know from 90-92 it is very hard to bring down because there are so many options and so little huge leases.

Keywords: commercial real estate, good

(18)

RufusT 🇺🇸 @RufusTFireflyJr (1.3K followers) (1.8K tweets)

Bailout recipient @DavidSacks spouted off a list of totally wrong stats on commercial real estate. The @theallinpod crew has totally jumped the shark, pretending like they are some kind of evenhanded truth tellers when they are in fact self-interested, disingenuous mountebanks

Keywords: commercial real estate, some

(1)

Car Wash Guy @KrissBergTweets (13.0K followers) (8.9K tweets)

This is going to sound like shade - it’s not - but the numbers in commercial real estate are comically low at times.

Our websites will do in 10 days what the car washes will do in one year.

It’s just totally different metrics, takes adjustment.

Keywords: commercial real estate, what

Antoine Bouvet @AntoineBouvet2 (2.9K followers) (4.1K tweets)

Kashkari echoed the tone of other Fed speakers in saying deposit outflows seem to have slowed down but he remains concerned about some banks' exposure to Treasuries and Commercial Real Estate

3/

Keywords: Commercial Real Estate, some

AntiWarParty 🇭🇹 @AntiWarParty1 (3.2K followers) (123.9K tweets)

I was just thinking about the time Jared kushner got an 80 million $ refund from @IRS_CI for depreciating value of commercial real estate. So I inflate some worthless asset then have it reassessed of a completely fabricated price point. And get hard currency from US taxpayers.

Keywords: commercial real estate, some

Audrey Eschright @ameschright (1.3K followers) (32.2K tweets)

I look forward to a commercial real estate crash — cheap available space makes so many other things possible

Keywords: commercial real estate, cheap

Merlin @merlindotcom_ (37 followers) (928 tweets)

4/ 🏢 Commercial Real Estate & 100% FDIC Insurance: The hosts debated whether this policy change would provide stability or create moral hazards. They agreed that more research and discussion are needed to assess the implications. 🏦

Keywords: Commercial Real Estate, needed

J. @PresentWitness_ (18.2K followers) (8.5K tweets)

Stealth bailout for commercial real estate is coming next. Tens of trillions will be required to prevent the market from running its normal course. The system rewards reckless speculation.

Keywords: commercial real estate, required

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Louise @Covid_Cassandra (1.2K followers) (505 tweets)

At the same time, there's so much propaganda around this, including ridiculous pieces about commuting being good for you, lol.

Instead of funding this kind of PR, commercial real estate co's could be investing in
/2

Keywords: commercial real estate, good

BadBadNotGood Guy @NTIHER06 (198 followers) (1.4K tweets)

If I could afford it, I'd quit my job as soon as I got into a PhD program and just focus on that for a couple years.

That and do some property management/commercial real estate on the side.

Keywords: commercial real estate, some

Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews (83.5K followers) (33.6K tweets)

13/ $SIVB was unique, but what about commercial real estate and smaller regional hold those loans

- well aware of concentrations but banking system is strong and well capitalized. Not analogous. Sus.

- 100% certainly that there will be outside investigations 🔎

Keywords: commercial real estate, what

Evan Weinberger @reporterev (2.1K followers) (22.3K tweets)

Powell says he doesn't think commercial real estate is going to pose the same risks as what brought down SVB.

Powell also says he welcomes outside investigations into what happened with SVB.

Keywords: commercial real estate, what

Jan Strandberg @jan_web3s (3.2K followers) (2.3K tweets)

4/4 This could result in a wave of defaults and foreclosures, which would have a major impact on the commercial real estate market. #RealEstate

Keywords: commercial real estate, which

Dan Peña @danspena (48.6K followers) (591.9K tweets)

DSP: BELO WILL HAVE LITTLE EFFECT ON QLA, B/C WE R NOT REAL ESTATE CENTRIC!
JPMorgan said nearly $450 bil in commercial real estate loans mature in 2023, 60% held by banks.
Of that, almost 1/4 will default, JPMorgan estimates, which could mean $38 bil in bank losses

Keywords: commercial real estate, which

We Are ScalpX @ScalpXOfficial (6.5K followers) (474 tweets)

🏦 Investor fears of a dramatic slowdown in mortgage lending, particularly in commercial real estate, which is primarily driven by regional banks, have proliferated. #RealEstate #USFinance 🏠💰

Keywords: commercial real estate, which

moonika jurgenfeldt @MJurgenfeldt (1.2K followers) (845 tweets)

US banks are overweight on commercial real estate which risks defaults following the Fed rate hikes. Investors are buying gold to hedge this risk and the current trend could hit last year's high of $2,069.

Keywords: commercial real estate, which

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Third Bridge @teamthirdbridge (4.4K followers) (3.2K tweets)

▪ To avoid Global Financial Crisis-era “jingle mail”, we’ll likely begin to see loan modifications to commercial real estate debt, which inadvertently raises the risk rating of a loan, prompting banks to further hoard their capital.

Keywords: commercial real estate, which

Rob Nunn @robfnunn (24.5K followers) (2.3K tweets)

Occupancy in commercial offices is down considerably since the pandemic. For real estate investors this is now beginning to present problems as debt is getting more expensive. This is a problem for the wider economy if not resolved

Keywords: commercial real estate, expensive

(1)

blockBrainiac 🧠 @blockBrainiac (24 followers) (70 tweets)

An example of an RWA token could be a tokenized commercial real estate property. They represent a fractionalized ownership of a REIT's portfolio, allowing token holders to earn yields from rental income. #Tokenization makes ownership accessible and affordable.

Keywords: commercial real estate, affordable

Chris Stephenson, MBA @TopherNOW (690 followers) (3.7K tweets)

Just spent an hour tinkering with the new Ai-powered Bing for the purposes of commercial real estate. Pretty disappointed so far in comparison to ChatGPT. Not worse but not any better. More to come.

Keywords: commercial real estate, better