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Spotlight Stream. Spotlight 2: Commercial real estate: have we reached the bottom of the cycle?
14 Jan 2025
- The property downturn: what is cyclical? what is secular?
- ECB to the rescue? How sensitive is CRE to rates?
- Where has the risk gone? capital markets, bank provisioning and non-bank financials exposure
- Profits of despair: investment opportunities at the bottom of the cycle
