A $1.5 Trillion Opportunity Coming Due

How to profit from the decline in commercial real estate... SPECIAL OPPORTUNITIES [The Oxford Club Special Opportunities]( Note From Editorial Director Justin Fritz-Rushing: Today's edition comes from the new Chief Investment Strategist for our friends at Manward Press, Shah Gilani. He's covering something we've all seen occurring since the COVID-19 pandemic swept across the country. That is, the slow decline of commercial real estate. It's sad to see. But the situation is also presenting a new opportunity for profits. Keep reading to see what I mean... --------------------------------------------------------------- A $1.5 Trillion Opportunity Coming Due Shah Gilani, Chief Investment Strategist, Manward Press [Shah Gilani] Betting against one slice of the $21 trillion commercial real estate (CRE) market has made a handful of savvy traders wealthy. I'm talking about investors who anticipated the decline of shopping malls, which were hammered by the shift to online shopping and then laid to rest by pandemic shutdowns. But now there's an even bigger opportunity to bet against CRE. Traders are raking in profits as prices of office buildings tumble due to rising vacancy and interest rates. But what's been made so far, mostly by shorting pools of securities or through exotic derivatives plays, is a drop in the bucket compared with what's to come. Everyday retail traders and investors can get in on the action. There'll be dozens of ways to potentially make a fortune on CRE's demise. The crash has started... but it's been moving in slow motion so far. First, we saw shopping malls shut down... then offices were abandoned during pandemic lockdowns. We know that online shopping is the future and that work-from-home is the new normal. And now the final nail in CRE's coffin has emerged... Higher interest rates. It's Coming to a Head Now Interest rates have gone from 0% to 5.25% in a little over a year. That's the federal funds rate - not the interest rate CRE borrowers pay. Banks are tightening their lending standards, especially on leveraged real estate loans to landlords whose rent rolls have rolled over. That means refinancing maturing loans will be inordinately expensive or impossible. Morgan Stanley says that with almost $1.5 trillion worth of commercial mortgages needing to be refinanced over the next 24 months, "office and retail could ultimately plummet 40%." Fitch says some $5.8 billion in commercial mortgage-backed securities coming due in the next few months will not be able to be refinanced. That means there will be defaults and marked-down asset sales, leading to lower and lower prices. Offices are experiencing record vacancies. Across the country, more than 17% of office buildings are empty. But that's an average. In some cities - like New York, San Francisco, Denver and Los Angeles - vacancy rates in some office buildings are closer to 40% or 50%. Some buildings are totally empty, having been abandoned since the pandemic began. Billionaire real estate entrepreneur Jeff Greene, who made his first fortune shorting subprime residential mortgage-backed securities in 2008, was asked on Fox Business News if the CRE crisis is over. He answered, "Not even close." You won't believe who has been walking away from buildings because they can't refinance them. Institutional investors, real estate investment trusts and private equity players have all handed over the keys to office buildings they'll never make money on. For the last four decades, the CRE sector has feasted on cheap money and easy credit. It was great while it lasted... but over $1.5 trillion in commercial loans is coming due by the end of 2025. The next 18 months will offer us an extraordinary wealth-building opportunity - the likes of which we may never see again. [In my latest presentation]( I show you how I'm "flipping" the trouble in CRE into potential profits. I also show you my strategy... the potential gains we're looking at... and how you can get in on the action too. [All the details are here.]( Cheers, Shah OPPORTUNITIES OF INTEREST - [One Potentially Explosive Stock That Alexander Green Just Discovered Has Seen Five-Year 2,000% Revenue Growth, Enjoys 70% Gross Margins and Sports a Debt-Free Balance Sheet, yet Still Trades Under $10. He's Calling It the "Next Great American Super Stock." (Click for Details.)]( - [Discover the $12 Energy Company Paying a Nearly DOUBLE-DIGIT Yield That Just STUNNED Investors With Plans to Increase It Much Higher]( - [He Took $37K and Made $2.7 Million in Profits Over Four Years... You're Invited to Watch His Every Trade... 100% Live]( SPONSORED [Legendary Investor Paul Tudor Jones Predicts "Violent Death" for Putin]( [Putin Stressed]( Source: [Wikimedia Commons]( Few people know this, but Putin just made the single biggest mistake of his life. It's not invading Ukraine... but it could have a profound effect on world markets. A market expert breaks down the opportunity [here](. [The Oxford Club] You are receiving this email because you subscribed to Oxford Club Special Opportunities. Oxford Club Special Opportunities is published by The Oxford Club. Questions? Check out our [FAQs](. Trying to reach us? [Contact us here.]( Please do not reply to this email as it goes to an unmonitored inbox. 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