European real estate investment funds lack liquidity safeguards and are open-ended on the liability side (unlike U.S. shadow banks which can gate), creating catastrophic risk exposure if their 4.5 trillion CRE mortgage market experiences stress

forecastpending

Speaker

Nick Glinsmann

Evidence Quote

it's it's a lot more open-ended fund which would be a catastrophe of the four and a half trillion cre mortgage markets

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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