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Sick Burn, Bro | 1 years ago (raw) | root | parent | reply | flag +1 
 that's assuming there is a better place to put all that money though. It's not like CRE is safe
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Spooky Griffith | 1 years ago (raw) | root | parent | reply | flag 
 @Sick Burn, Bro @6e030f75 High prices -> leaving the market is like 2+2=5. Unless they think people will simply not be in the market at reasonable prices in the near future.
I'm curious, what's your best guess?
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Sick Burn, Bro | 1 years ago (raw) | root | parent | reply | flag +1 
 my best guess is that they don't see the price structure as maintainable, which will mean first deep price cuts which will then destroy the value underneath their loans - even those existing, which will increase the zone for people to just walk away, but will then also dry up the market ( as people wait ).

Better to call it quits then you can focus on wherever else.

They may not even have someone saying "this is gonna be a depression" - it might just be a series of economic indicators which they have a model run, and it says "yeah you're gonna lose 2% over the next 24 moths for every dollar you put in"