Episode Details

How is commercial real estate (CRE) performing at year end 2025? We take a look at CRE reserves, delinquencies, and how some banks are feeling about their CRE portfolio. Overall, reserves for loan loss allowances are holding steady. CRE loan delinquencies have decreased for 2 consecutive quarters. M&T Bank is feeling pretty good about having a little CRE growth in 2025, while PNC still sees a little contraction ahead. This episode reviewed three articles from S&P Global (subscription required).