The Next Stage Of The Banking Crisis, Commercial Real Estate

On today's episode of On The Margin, we sit down with James Davolos Portfolio manager at Horizon Kinetics and Sholom Jacobs CEO and founder of Jacobs Real Estate Advisors for a discussion on commercial real estate and it's impact on the continued turmoil in the banking sector.
With 70% of commercial real estate loans being supplied by small sized regional banks, how will low occupancy levels, higher interest rates and deposit flight to global systemically important banks (G-SIBs) impact the almost $20 trillion commercial real estate market? Is the collapse of SVB enough to cause a cascading "crisis of confidence" across the sector? To hear all this and more, you'll have to tune in!
--
Follow Horizon Kinetics: https://twitter.com/HorizonKinetics
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Mike: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
—
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
—
Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio...
—
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.