Instant Insights CRE's Banking Woes

A sudden flood of MBS or CMBS onto the market could undercut current values.

Shuttered bank issued the most CRE-backed loans in city since 2020.

The danger is not enough liquidity to satisfy all depositors in a bank run.

"I hope there is a recognition of the importance of the smaller banks to the structure of the US economy."

Cap rates are on the rise and there's a wave of maturing loans, plus increasing distressed sales.

Cap rates are on the rise and there's a wave of maturing loans, plus increasing distressed sales.

Still, more private-market pricing degradation is likely, it says.

FOMO will make institutional investors jump in earlier than they might otherwise have.