But they are likely jumping to conclusions too early and looking too much at information that may already be out of date.

Higher supply had a hand, but lower- and moderate-income households didn't see much benefit.

The drop happened during the last year, even as regulators focused on potential CRE loan losses.

Loans on past-due or non-accruing status are still below long-term averages.

Following a major year for bankruptcies, some retailers are showing signs of needing help.

Increased use of AI may be a growing factor.

Company expects 'unprecedented demand' in 2024 and going forward because of demographics.

Figures in the CRE lending world are pointing to an emergency.