Capitalist Letters

Capitalist Letters

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Snaps #4: Troubling Commercial Real Estate, Risk for Florida’s International Home Buyers and Strength of Luxury Industry
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Snaps #4: Troubling Commercial Real Estate, Risk for Florida’s International Home Buyers and Strength of Luxury Industry

On risk and opportunity in commercial real estate; Florida’s recent ban on international home buyers, and resilience of luxury goods industry.

Oguz Erkan's avatar
Oguz Erkan
Jul 07, 2023
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Capitalist Letters
Capitalist Letters
Snaps #4: Troubling Commercial Real Estate, Risk for Florida’s International Home Buyers and Strength of Luxury Industry
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Disaster and Opportunity in Commercial Real Estate Debt

Here in this newsletter, I have many times said that Real Estate is a lousy investment. Looming commercial real estate debt (CRE) crisis proves this. Of course, we can’t certainly know whether debtors will really default, but there is significant risk concerning the overall economy.

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