Unicus Research (@contrarianunicus): "Market data now show average office prices down ~33% from 2019, and more than 60% in some coastal cities, with hundreds of billions of delayed loan maturities bunching up into 2024‑26. The full deep-dive article below is part of Confidential Insights, our paid macro-credit an…"

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Market data now show average office prices down ~33% from 2019, and more than 60% in some coastal cities, with hundreds of billions of delayed loan maturities bunching up into 2024‑26.

The full deep-dive article below is part of Confidential Insights, our paid macro-credit and consumer fragility series.

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the Fed’s 2023 Financial Stability Report explicitly warned that a renewed office price correction could trigger “significant losses” at regional and community banks.

Unicus Research

Nov 29

1:07 AM

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