The Rabid Capitalist

Professor Glenn A. Okun

The Rabid Capitalist: The Big Point is a brief summary of a detailed note available to paid subscribers.

Office real estate continues to be plagued by high vacancy and low usage rates, magnifying the financial distress risk imposed by the impending commercial mortgage maturity wall (see https://therabidcapitalist.com/2023/07/25/bank-lending-diet-or-starvation/).  This exacerbates the threat to bank lenders, asset owners and downtown metropolitan area economies.

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