Commercial real estate delinquencies have just eclipsed the 2008 crisis peak, with over a trillion dollars in loans coming due at a time when refinancing is nearly impossible. Despite this ticking time bomb, discussions are conspicuously muted, even as private equity firms amass record firepower poised to swoop in on distressed assets.
This looming “trillion-dollar maturity wave” could send shockwaves through banks, triggering domino failures. Meanwhile, vultures—aka big investors—are already circling, eager to turn America’s crumbling skylines into profit machines once the wreckage clears.
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