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CPI, Euro Equities, The Fed, and Real Estate (Podcast)

Bloomberg Intelligence

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The Bifurcation of Commercial Real Estate

There's definitely a bifurcation across commercial real estate today. You have office that's going through a lot of secular distress. And then you look at the hospitality industry, which has recovered extremely well. But there's more balance sheet distress with loans that are maturing and debt maturities taking place.

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