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2026-09-15 17:09:57 UTC

MattA on Nostr: the real estate debt wall is getting really fkn serious. with $1T+ in debt coming due ...

the real estate debt wall is getting really fkn serious.
with $1T+ in debt coming due in 2026, banks are staring down a wave of refinancing at much higher rates. meanwhile, rents are flat & borrowers are getting squeezed.
that’s a really nasty setup:
falling cash flow + rising debt service + maturing loans = a reckoning across banking.

& this is exactly why I’d rather own an asset, Bitcoin, with no maturity date, no refinancing risk, & no counterparty 🟠 > 💵