Extend and Pretend: The Commercial Real Estate Time Bomb
Update: 2025-10-06
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LISTEN and SUBSCRIBE on:
Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608
Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i
WATCH and SUBSCRIBE on:
https://www.youtube.com/@WatchdogOnWallstreet/featured
The cracks in America’s commercial real estate market are widening fast. With office CMBS delinquency rates at record highs and skyscrapers selling for pennies on the dollar, “extend and pretend” can only delay the inevitable. As small and mid-sized banks sit on mountains of toxic paper, new mergers hint at a brewing crisis. Will taxpayers once again be left holding the bag when this balloon finally pops?
Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608
Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i
WATCH and SUBSCRIBE on:
https://www.youtube.com/@WatchdogOnWallstreet/featured
The cracks in America’s commercial real estate market are widening fast. With office CMBS delinquency rates at record highs and skyscrapers selling for pennies on the dollar, “extend and pretend” can only delay the inevitable. As small and mid-sized banks sit on mountains of toxic paper, new mergers hint at a brewing crisis. Will taxpayers once again be left holding the bag when this balloon finally pops?
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