CREs and Regional Banks

The Real Estate Nightmare Unfolding in Downtown St. Louis
https://www.wsj.com/real-estate/commercial/doom-loop-st-louis-44505465
 
St. Louis Is the Struggling Downtown You Haven’t Heard Of
https://www.nytimes.com/2023/06/27/opinion/st-louis-downtown-doom-loop-pandemic-return-to-office.html 

US regional banks seen booking more commercial property losses, loan sales
https://www.reuters.com/markets/us/us-regional-banks-seen-booking-more-commercial-property-losses-loan-sales-2024-04-17/
 
Why More Troubled Commercial Real Estate Loans Will Come Due In 2024
https://www.forbes.com/sites/richardmcgahey/2024/03/25/why-more-troubled-commercial-real-estate-loans-will-come-due-in-2024/
 
Commercial Real Estate Exposure and Bank Stock Returns
https://www.stlouisfed.org/on-the-economy/2024/apr/commercial-real-estate-exposure-bank-stock-returns 

 

Banks Believe They Are Well-Prepared for Commercial Real Estate Fallout

https://www.wsj.com/real-estate/commercial/banks-believe-they-are-well-prepared-for-commercial-real-estate-fallout-b34c6cbf

Banks have built up substantial reserves against office loans going bad.