Chapter
The impact of global debt levels on real estate owners
22:47 - 27:13 (04:25)
Decreased income from buildings due to the pandemic is causing real estate owners to struggle to maintain their debt service ratios, resulting in the need to refinance or negotiate lower rent prices.
Clips
The pandemic has made it difficult for real estate owners to meet their debt service covenant ratios, as the income from their buildings has decreased substantially, causing problems for both the owner and the bank.
22:47 - 24:15 (01:28)
Real Estate
Summary
The pandemic has made it difficult for real estate owners to meet their debt service covenant ratios, as the income from their buildings has decreased substantially, causing problems for both the owner and the bank.
ChapterThe impact of global debt levels on real estate owners
EpisodeE121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The speaker expresses concerns about global debt levels and the potential impact on real estate, mentioning the need for possible refinancing and deals between banks and real estate owners.
24:15 - 27:13 (02:57)
Global Debt Levels
Summary
The speaker expresses concerns about global debt levels and the potential impact on real estate, mentioning the need for possible refinancing and deals between banks and real estate owners.