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encryption_Prophet

2025-11-29 04:26:06

The commercial real estate debt market is flashing warning signals that can't be ignored anymore. Multifamily properties backed by CMBS loans are showing serious stress—delinquency rates just hit 7.1%, marking the ugliest reading we've seen since the aftermath of the last financial crisis nearly ten years ago.

This isn't some minor blip. When apartment complexes start defaulting on their securitized debt at this pace, it usually means something deeper is breaking. Higher interest rates have squeezed property cash flows, refinancing has become brutal, and occupancy pressures are mounting in overbuilt markets.

For anyone tracking macro risk—whether you're positioned in traditional assets or digital ones—this kind of deterioration in commercial debt markets tends to ripple outward. Credit tightening, banking sector stress, and flight-to-quality moves often follow these patterns. Worth keeping on your radar as liquidity conditions evolve.

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OnchainHolmes

· 16h ago

A default rate of 7.1%, this time it really is different... --- CRE has exploded, and the big barley pit is about to expire with no one to catch a falling knife --- Hey, shouldn't this wave of tightening liquidity have a reaction in the crypto world? --- The worst in ten years, it sounds like the financial system is staging a horror show again --- High interest rates have directly strangled real estate cash flow, no wonder there's a fire sale everywhere --- If traditional assets are played like this, how good can it be over in digital assets? They drag each other down.

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ColdWalletGuardian

· 11-29 10:48

7.1% default rate... This wave of CRE debt explosion is really serious --- The worst reading in ten years, are apartment complexes starting to blow up? The killing power of interest rates is indeed huge --- Hey, will this thing drag down the TradFi sector? I really don't want to see a repeat of the financial crisis --- Overbuilt markets are everywhere now, refinancing has become a nightmare, money is all blocked up --- If credit tightening comes, can BTC take off again... It feels like a signal --- Commercial real estate debt explosion, liquidity is about to tighten, this rhythm is a bit ominous --- The mess with CMBS should have been exposed long ago, and now 7.1% is already considered slow --- Wait, will this round of financing difficulties spread to the banking system? I'm a bit worried --- High interest rates have drained cash flow, and now look at this situation... Landlords won't be able to show off for long --- Regardless of traditional or digital assets, we can't escape this kind of systemic risk

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StablecoinEnjoyer

· 11-29 04:56

7.1% default rate... it's really coming now Wait, won't the apartment debt explosion directly impact liquidity? To be honest, when TradFi collapses, encryption is actually a safe haven Will it be the same this time? I'm a bit anxious

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RetroHodler91

· 11-29 04:56

7.1% default rate? Is it really back to 2008... --- Commercial real estate has exploded, this wave can't escape, the link has to collapse together --- Multiple family apartment CMBS has crashed, to put it simply, the interest rate hike has strangled everyone --- Well... with the CRE debt market going like this, TradFi is bound to have issues, and we in the crypto world can't expect to be unaffected --- Worst data in a decade, it wasn't this bad last year --- How can interest rates come down? Otherwise, this thing will just keep crashing --- Just wait, the banking system is about to have problems soon.

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EthSandwichHero

· 11-29 04:48

7.1% default rate, the worst in ten years... this time it really is going to crack open --- The explosion of commercial real estate will soon transmit to the crypto market, better wait to buy the dip --- Multi-unit CMBS explosion, it's terrifying to think about --- With interest rates so competitive, even apartments can't hold up, a liquidity bank run is the real danger --- Another round of deleveraging is coming, everyone get ready --- From the perspective of the real estate bond market, this wave of risk is definitely not a small matter, must keep a close eye --- Financial crisis déjà vu, luckily I went all in on Ethereum haha --- CRE is going to blow up, banks will go crazy along with it, this logic couldn't be clearer

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NotFinancialAdvice

· 11-29 04:47

Really, a 7.1% default rate? It's almost catching up to the last financial crisis, feels like a storm is right ahead. --- This wave of commercial real estate is going to be a disaster, high interest rates are directly choking the cash flow. --- Wait, is this hinting that the banking system is going to have problems? Or is it purely the collapse of CRE... --- Multi-family apartments are expanding crazily, and now they can't pay their debts, they deserve it. The market needs to clear out. --- Hmm, we need to be careful about the digital asset sector too, this kind of credit tightening can trigger a chain reaction that wipes everything out. --- If this thing continues to worsen, the liquidity drying up is no joke. --- It's the worst data in nearly a decade, what does it indicate? It's still the old saying, the cycle is always there. --- I just want to know if this wave will spread to other asset classes, the CPI isn't calming down yet.

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BlockchainWorker

· 11-29 04:46

7.1% default rate, the worst in a decade... This wave of commercial real estate bonds is about to crash the party --- The apartment default wave has arrived, TradFi has exploded first, who will be next? --- Wow, as soon as the interest rate rises, their true colors are revealed, these developers are too leveraged --- Credit crunch is coming, will the crypto world follow the trend and fall? ... It’s always like this --- Why is it again the worst in a decade? It feels like the crisis has never stopped --- Liquidity deterioration → banks tighten credit → risk assets all collapse, can web3 escape this time? --- Multiple family property defaults at 7.1%, to put it simply, those who bought houses are out of money.

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AirdropSweaterFan

· 11-29 04:45

7.1% default rate... This time it’s really here --- Commercial real estate stepping on mines, it will cool off in the crypto world too --- The worst in ten years, just listening makes my scalp tingle --- When the interest rate pumps, cash flow is cut off, serves them right --- This thing is about to explode, liquidity will disappear immediately --- Another excuse for playing people for suckers? --- I saw the problem early, but no one listened --- Apartment default wave... I bet the next one is the banking system --- So should we hold onto Bitcoin or sell it now? --- TradFi is playing with fire, we take the fire pot --- The real risks are just starting to ferment.

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