Скачать или смотреть The Hidden Crisis in Commercial Real Estate (Refinancing Shock Explained)

Commercial real estate has a refinancing problem—and it’s coming due this year.

During COVID, borrowing costs hit historic lows, and many commercial property owners locked in cheap, short-term debt (or variable rates) expecting they could refinance easily later. Fast forward to now: interest rates are drastically higher, lenders are tighter, property values in some sectors are under pressure, and the math on refinancing looks way uglier than it did in 2020–2021.

In this 4-minute breakdown, we look at the growing concern around the CRE “refinancing wall”: what happens when loans mature and owners have to refinance at today’s rates… or can’t refinance at all? If cash flows don’t cover new payments and values are down, that can trigger distress sales, defaults, or bank losses—especially for offices and other struggling segments.

So is this the thing that finally pops the bubble? Or is it a contained reset that mostly hits overleveraged deals? This video lays out the risk, why it matters, and what to watch next.

👇 Drop a comment: Are we looking at a ripple… or a wave?