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A Liquidity Masterclass: Preparing For A Credit Cycle Downturn | Darius Dale

Inflection Point

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Commercial Real Estate and the Shadow Banking Sector

Commercial real estate is the number one boogie man in the room. Office unoccupancy rates are at a record high, and we haven't even seen people lose their jobs yet on a broad scale. I think it's just going to take time for those loans and leases to mature before they hit the tape. We're talking about non-bank lenders that have less regulation and are more comfortable taking risk.

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