Independent thinking for complex markets and current events
The only thing offices provided was overhead. Remote work kept the productivity. AI took the rest. pic.twitter.com/vyNRPlq3Ee — Cactus Jack (@CactusJackMemo) November 20, 2025 The U.S. office market has hit a critical point, with vacancy rates soaring to historic highs and creating major challenges for property owners and lenders, according to Reuters. Remote work and …
‼️US commercial real estate CRISIS in one chart: Office space vacancy rates hit ~20% in Q2 2025, the highest share on RECORD. Vacant office space has almost DOUBLED in 5 years. This is also WAY above the post-Great Financial Crisis peak. When will this stop? pic.twitter.com/5w73em8MBe — Global Markets Investor (@GlobalMktObserv) August 20, 2025 Another …
An empty 16-story office building at 995 Market Street in San Francisco recently sold for a mere $6.5 million. This price represents a staggering 90% plunge from its 2016 value of $62 million. The building, which was once home to Burning Man headquarters and later occupied by WeWork, has faced significant challenges in the city’s struggling office market. With a vacancy rate of …
The landscape of US commercial real estate (CRE) is facing unprecedented challenges, with prices plummeting 21% from their 2022 peaks. The latest figures reveal a staggering milestone: the US office vacancy rate has surged to a historic high of 19%, eclipsing levels observed during the financial crises of 2008 and 2020. To put it starkly, …
by confoundedinterest17 I said over and over again, Bidenomics will be a drag. Larger cracks are appearing in the US commercial real estate market at a time when uncertainty around the regional bank industry flashes red. The latest report from real estate data provider ATTOM shows CRE foreclosures topped 625 in March, up 6% from February and …
Offices Around America Hit a New Vacancy Record. “A staggering 19.6% of office space in major U.S. cities wasn’t leased as of the fourth quarter, according to Moody’s Analytics, up from 18.8% a year earlier. That is slightly above the previous records of 19.3% set in 1986 and 1991 and the highest number since at least …
Cities like Phoenix on the brink of recording all-time high eviction numbers, as a growing number of apartments resort to desperate measures, including offering three months of free rent, amidst an unprecedented construction boom. The housing rental market is absolutely FUCKED. We've been reporting cracks in vacancy rates for over 6 months. Its ugly, we're …
by confoundedinterest17 Bidenomics is a train wreck. But unlike E. Palestine Ohio, the site of a train derailment and massive toxic spill (for which Biden has yet to visit), Bidenomics is a continuing train wreck. The first chart is the record decline in US net cash farm income. Now in negative growth! Second, US office …
New ApartmentList data dropped The United States hit the HIGHEST average vacancy rate since they started tracking data in 2017 with the following metros hitting 6+ year highs: pic.twitter.com/8xqVfGyKef — Darth Powell (@VladTheInflator) August 2, 2023 “Similar to 2007 levels” for real estate sales volume. https://t.co/fk6JHQPSfS — Don Johnson (@DonMiami3) August 2, 2023 The summer …
by confoundedinterest17 Thanks to The Federal Reserve, office property values have gone crazy despite rising vacancy rates. US office space vacancies (white line) have soared since 2008 as The Fed’s massive monetary expansion (blue and green line) has not helped. But Fed monetary expansion DID help drive office prices! At least until 2022, when office space …
Some US banks are preparing to sell off property loans at a discount even when borrowers are up to date on repayments, a sign of their determination to reduce exposure to the teetering commercial real estate market, per FT. — unusual_whales (@unusual_whales) June 6, 2023 Good Morning Everyone! Delinquencies spiked in May on mortgage bonds …
