Office real estate problems are structural, not cyclical, because the work-from-home trend has permanently changed space utilization, causing users to downsize into newer, green-compliant buildings while old office stock becomes worthless.

causalpending

Speaker

Nick Glinsman

Evidence Quote

what's interesting about the office side of the commercial estate is is not cyclical this is structural it kicked off with work from home people haven't come back

Source

A Ban On Money Into China Is Imminent, Says Nicholas GlinsmanForward Guidance
Created: 8/12/2026, 10:32:00 PM

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