We're about to see an "Evergrande Group" level collapse of revenue in Commercial Real Estate. The long term health of commercial real estate, especially office rental, is very very (very) speculative owing to A. Recession, B. Work from home. I've lamented my investments recently but I always remember to be thankful by saying: "at least I don't own any Commercial Office-Space". I don't know how these LLC's will pay their bills. They won't of course and we will see a whole new round of: "too big to fail" bailouts. It sucks.