🦔 Regional banks are facing a perfect storm of credit problems, with commercial real estate loans comprising 44% of their portfolios versus just 13% for large banks. Office loan delinquencies have hit 10.4%, approaching 2008 crisis levels, while over $1 trillion in CRE loans… pic.twitter.com/EHcrsrCakc
— Hedgie (@HedgieMarkets) October 16, 2025
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2 responses to “CRE Coming Home to Roost”
Anyone who didn’t realize the big banks weren’t taking “layoffs” from the regionals on certain types of credit purpose is an idiot. And yet the smaller banks, who were making money hand over fist, didn’t care. Its much easier to create digital wallets, and ID (!), with 5 or 6 super banks as our overlords. Does anyone remember local savings and loans? I didn’t think so.
“Subprime is contained”, Ben Bernanke, May 17, 2007
“Hold my beer!”, Washington Mutual, September 25, 2008.
You all know the rest of the story.