US - Commercial Real Estate & Reits

[behappyalways]

Older Office Towers In Cities Face "Tsunami Of Trouble"
https://www.zerohedge.com/markets/older ... mi-trouble

[behappyalways]

Federal agencies are getting rid of office space they no longer need and will shed millions of square feet in the coming years.

Department of Energy plans to dispose of 3M SF of building space through 2027.
https://x.com/FCNightingale/status/1836446367691993445

[winston]

Commercial Real Estate is a Screaming Bargain

by Brad Thomas

The Vanguard Real Estate Index Fund (VNQ) fell by as much as 38% between January 2022 and October 2023.

The opportunity to buy premiere real estate assets at temporarily discounted prices does not happen often.

But every once in a while, it does happen.

Source: Wide Moat Research

https://dailytradealert.com/2024/10/17/ ... g-bargain/

[behappyalways]

The Commercial Mortgage Crisis Deepens
https://www.zerohedge.com/markets/comme ... is-deepens

[behappyalways]

The office building commercial mortgage delinquency rate is spiking
https://x.com/Mayhem4Markets/status/1868144224790880469

[behappyalways]

DOGE Seeks To Shed Vast Amounts Of Government Office Space
https://www.zerohedge.com/markets/doge- ... fice-space

[behappyalways]

Subprime Redux: Commercial Real Estate Bond Distress Hits Another Record High
https://www.zerohedge.com/markets/subpr ... ecord-high

[behappyalways]

FBI, DOJ Headquarters May Be Sold Off As Part Of Government Property Purge
https://www.zerohedge.com/political/fbi ... erty-purge

[behappyalways]

Commercial Real Estate Delinquency Rates Increase In 4th Quarter
https://www.zerohedge.com/markets/comme ... th-quarter

[behappyalways]

One Of The Largest Malls In The U.S. Just Defaulted On Its $300 Million Mortgage
https://www.zerohedge.com/markets/one-l ... n-mortgage