commercial real estate debt

3 statements across 3 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Apr 7, 2023 by Chamath Palihapitiya · across every show →

Everything said about commercial real estate debt, oldest first

Apr 7, 2023 bearish
Assertion Supported
Chamath: Pension fixed income portfolios hold commercial real estate debt
“A hundred percent for sure in the fixed income portfolios of all these pension systems are the debt that was used to finance these buildings by the REITs and by, you know, the big real estate funds that put those things together.”
Chamath Palihapitiya Apr 7, 2023 ▶ 45:41 E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee
Aug 29, 2025 neutral
Assertion Supported
Sacks: $2.2T in commercial real estate debt matures before 2028
“And there's 2.2 trillion of debt, CRE debt that's maturing before 2028.”
David Sacks Aug 29, 2025 ▶ 1:07:54 Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough
Sep 4, 2025 bearish
Assertion Supported
Sacks: $2.2T in commercial real estate debt matures before 2028
“A year and a half ago, we talked about the wall of debt on commercial real estate that was coming due and had to be refinanced. And there's 2.2 trillion of debt, CRE debt that's maturing before 2028.”
David Sacks Sep 4, 2025 ▶ 9:05 Why Are So Many Companies Going Bankrupt In 2025? - David Friedberg
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 460 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.