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[@thelukealhaj](/creator/twitter/thelukealhaj)
"1/9 🚨 The next Big Short isnt in residential housing. Its in commercial real estate especially multifamily. Rates are still high. $1.5T+ in CRE loans mature by 2027. Most cant refi. Defaults are coming. Here's why 👇"  
![@thelukealhaj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::973330289316585472.png) [@thelukealhaj](/creator/x/thelukealhaj) on [X](/post/tweet/1947468545819914705) 2025-07-22 01:27:38 UTC XX followers, XX engagements


"💥 Short the regional banks Buy puts on $KRE $ZION $CMA Banks holding CRE paper get crushed 🏚 Short mortgage REITs $BXMT $STWD Jan 2026 puts CRE bridge lenders can't survive 📉 Long $TLT / $ZROZ Fed panic cuts = bond moon 📉 Long $SRS / $DRV REITs collapse"  
![@thelukealhaj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::973330289316585472.png) [@thelukealhaj](/creator/x/thelukealhaj) on [X](/post/tweet/1947467889298313624) 2025-07-22 01:25:01 UTC XX followers, XXX engagements


"7/9 💥 Short the regional banks Buy puts on $KRE $ZION $CMA Banks holding CRE paper get crushed 🏚 Short mortgage REITs $BXMT $STWD Jan 2026 puts CRE bridge lenders can't survive 📉 Long $TLT / $ZROZ Fed panic cuts = bond moon 📉 Long $SRS / $DRV REITs collapse"  
![@thelukealhaj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::973330289316585472.png) [@thelukealhaj](/creator/x/thelukealhaj) on [X](/post/tweet/1947469553010663462) 2025-07-22 01:31:38 UTC XX followers, XXX engagements