I can’t begin to tell you how much the beating of the commercial mortgage drum feels like the lead up to the residential mortgage mess. Prior to the residential mortgage market imploding, I heard a lot of noise. There were plenty of folks saying that this was coming and here is. I ignored the calls that there was gloom and doom on the horizon and held some things that I shouldn’t have. To say that the folks discussing the impending doom were correct would be a massive understatement.
There are enough folks out there discussing the issues in the commercial mortgage market to warrant some consideration. A commercial mortgage crash can be played using a vehicle such as SRS. It is volatile to say the least, but if you expect a commercial mortgage crisis to hit us, buy SRS.