{"id":33905,"date":"2023-05-04T20:50:17","date_gmt":"2023-05-05T03:50:17","guid":{"rendered":"https:\/\/www.itmtrading.com\/blog\/?p=33905"},"modified":"2023-05-04T20:50:17","modified_gmt":"2023-05-05T03:50:17","slug":"why-experts-think-commercial-real-estate-is-the-next-shoe-to-drop","status":"publish","type":"post","link":"https:\/\/www.itmtrading.com\/blog\/why-experts-think-commercial-real-estate-is-the-next-shoe-to-drop\/","title":{"rendered":"Why Experts Think Commercial Real Estate Is The Next Shoe To Drop"},"content":{"rendered":"<p>Tick, tick, tick. Can you hear the ticking of the clock? There are a lot of people out there that think that the next shoe to drop is going to be in commercial real estate. It is, isn&#8217;t it? It&#8217;s definitely, without a doubt, a major ticking time bomb.<\/p>\n<p><strong>CHAPTERS: <\/strong><\/p>\n<p>0:00 Intro<br \/>\n1:08 Commercial Real Estate<br \/>\n4:15 CMBS and CRE CLO<br \/>\n6:22 CRE Debt<br \/>\n11:12 Is This Global?<br \/>\n12:20 Gold Breakdown<br \/>\n15:07 Wrap Up<\/p>\n<p><strong>SLIDES FROM VIDEO:<\/strong><\/p>\n<p><a href=\"https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide1-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-33906\" src=\"https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide1-1.jpg\" alt=\"\" width=\"720\" height=\"540\" srcset=\"https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide1-1.jpg 720w, https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide1-1-300x225.jpg 300w, https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide1-1-624x468.jpg 624w\" sizes=\"auto, (max-width: 720px) 100vw, 720px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide2-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-33907\" src=\"https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide2-1.jpg\" alt=\"\" width=\"625\" height=\"469\" srcset=\"https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide2-1.jpg 720w, https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide2-1-300x225.jpg 300w, https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide2-1-624x468.jpg 624w\" sizes=\"auto, (max-width: 625px) 100vw, 625px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide3-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-33908\" src=\"https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide3-1.jpg\" alt=\"\" width=\"625\" height=\"469\" srcset=\"https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide3-1.jpg 720w, https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide3-1-300x225.jpg 300w, https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide3-1-624x468.jpg 624w\" sizes=\"auto, (max-width: 625px) 100vw, 625px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide4-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-33909\" src=\"https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide4-1.jpg\" alt=\"\" width=\"625\" height=\"469\" srcset=\"https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide4-1.jpg 720w, https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide4-1-300x225.jpg 300w, https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide4-1-624x468.jpg 624w\" sizes=\"auto, (max-width: 625px) 100vw, 625px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide5-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-33910\" src=\"https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide5-1.jpg\" alt=\"\" width=\"625\" height=\"469\" srcset=\"https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide5-1.jpg 720w, https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide5-1-300x225.jpg 300w, https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide5-1-624x468.jpg 624w\" sizes=\"auto, (max-width: 625px) 100vw, 625px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide6-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-33911\" src=\"https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide6-1.jpg\" alt=\"\" width=\"625\" height=\"469\" srcset=\"https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide6-1.jpg 720w, https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide6-1-300x225.jpg 300w, https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide6-1-624x468.jpg 624w\" sizes=\"auto, (max-width: 625px) 100vw, 625px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide7-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-33912\" src=\"https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide7-1.jpg\" alt=\"\" width=\"625\" height=\"469\" srcset=\"https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide7-1.jpg 720w, https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide7-1-300x225.jpg 300w, https:\/\/www.itmtrading.com\/blog\/wp-content\/uploads\/2023\/05\/Slide7-1-624x468.jpg 624w\" sizes=\"auto, (max-width: 625px) 100vw, 625px\" \/><\/a><\/p>\n<p><strong>SOURCES:<\/strong><\/p>\n<p><a href=\"https:\/\/www.marketwatch.com\/story\/commercial-mortgages-are-a-big-3-1-trillion-share-of-bank-holdings-goldman-sachs-bd8ce5c1\" target=\"_blank\" rel=\"noopener\">https:\/\/www.marketwatch.com\/story\/commercial-mortgages-are-a-big-3-1-trillion-share-of-bank-holdings-goldman-sachs-bd8ce5c1<\/a><\/p>\n<p><a href=\"https:\/\/fred.stlouisfed.org\/series\/CREACBM027NBOG\" target=\"_blank\" rel=\"noopener\">https:\/\/fred.stlouisfed.org\/series\/CREACBM027NBOG<\/a><\/p>\n<p><a href=\"https:\/\/www.marketwatch.com\/story\/office-property-woes-could-be-tip-of-iceberg-if-credit-freezes-up-as-1-trillion-bill-comes-due-466f7a2d?mod=article_inline\" target=\"_blank\" rel=\"noopener\">https:\/\/www.marketwatch.com\/story\/office-property-woes-could-be-tip-of-iceberg-if-credit-freezes-up-as-1-trillion-bill-comes-due-466f7a2d?mod=article_inline<\/a><\/p>\n<p><a href=\"https:\/\/www.wealthmanagement.com\/cmbs\/cre-conduit-lending-sector-braces-challenges-2023\" target=\"_blank\" rel=\"noopener\">https:\/\/www.wealthmanagement.com\/cmbs\/cre-conduit-lending-sector-braces-challenges-2023<\/a><\/p>\n<p><a href=\"https:\/\/www.crefc.org\/cre\/content\/News\/Items\/Research_and_Data\/CMBS_Performance_and_Maturity_Update.aspx\" target=\"_blank\" rel=\"noopener\">https:\/\/www.crefc.org\/cre\/content\/News\/Items\/Research_and_Data\/CMBS_Performance_and_Maturity_Update.aspx<\/a><\/p>\n<p><a href=\"https:\/\/cred-iq.com\/blog\/index.php\/2023\/04\/20\/mounting-maturity-defaults-commercial-real-estate\/\" target=\"_blank\" rel=\"noopener\">https:\/\/cred-iq.com\/blog\/index.php\/2023\/04\/20\/mounting-maturity-defaults-commercial-real-estate\/<\/a><\/p>\n<p><a href=\"https:\/\/seekingalpha.com\/article\/4593367-banks-investors-government-on-hook-for-majority-of-cre-debt\" target=\"_blank\" rel=\"noopener\">https:\/\/seekingalpha.com\/article\/4593367-banks-investors-government-on-hook-for-majority-of-cre-debt<\/a><\/p>\n<p><a href=\"https:\/\/www.advisor.ca\/investments\/alternative-investments\/canadas-national-office-vacancy-rate-hit-all-time-high-in-q1-cbre\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.advisor.ca\/investments\/alternative-investments\/canadas-national-office-vacancy-rate-hit-all-time-high-in-q1-cbre\/<\/a><\/p>\n<p><a href=\"https:\/\/www.cnbc.com\/2023\/04\/14\/fears-mount-european-commercial-real-estate-could-be-the-next-to-blow.html\" target=\"_blank\" rel=\"noopener\">https:\/\/www.cnbc.com\/2023\/04\/14\/fears-mount-european-commercial-real-estate-could-be-the-next-to-blow.html<\/a><\/p>\n<p><a href=\"https:\/\/www.gold.org\/goldhub\/data\/how-much-gold\" target=\"_blank\" rel=\"noopener\">https:\/\/www.gold.org\/goldhub\/data\/how-much-gold<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tick, tick, tick. Can you hear the ticking of the clock? There are a lot of people out there that think [&hellip;]<\/p>\n","protected":false},"author":23,"featured_media":33913,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1713],"tags":[45,59,105,114,1772,1826,1850,1932,2415,2622,2623,2624],"class_list":["post-33905","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-peek-beneath-the-skin-of-the-markets","tag-debt","tag-gold-2","tag-real-estate","tag-silver-2","tag-markets","tag-mortgage","tag-clo","tag-coins","tag-commercial","tag-cmbs","tag-cre","tag-global-crisis"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/posts\/33905","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/users\/23"}],"replies":[{"embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/comments?post=33905"}],"version-history":[{"count":1,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/posts\/33905\/revisions"}],"predecessor-version":[{"id":33914,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/posts\/33905\/revisions\/33914"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/media\/33913"}],"wp:attachment":[{"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/media?parent=33905"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/categories?post=33905"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/tags?post=33905"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}