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Feb 17, 2026
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LONG
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"As we go through 2026 that normalizes. The banks are back... deal making and commercial real estate is on the rise." Banks have repaired balance sheets and are re-entering the lending market. Higher base rates (high 3s/low 4s) plus spreads (5-6% total) mean banks are lending at very attractive, profitable levels compared to the zero-rate era. Long large commercial lenders. Unexpected spike in delinquencies forcing higher capital reserves. |
CNBC
Property Play: Scenes from a CRE finance conf...
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