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Warebearcub t1_je2u8cf wrote

Real estate is fine. Commercial real estate is not. However, your timing is off. Most CRE loans aren’t due / renewing until June. That’s when the ‘crash’ will be possible (PS it won’t bc banks are already restructuring loans).

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hyperchimpchallenger t1_je39czd wrote

Some of these smaller regional banks will not be able to restructure fully and will take massive hits, but that also is positive in the sense that rates won’t go up ¯_(ツ)_/¯

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Brat-in-a-Box t1_je3aki4 wrote

What suggests that most CRE loans will renew/due in June? I am keeping cash aside to acquire CRE defaults.

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