Even before the collapse of Silicon Valley Bank, the outlook for parts of the CRE market appeared dim. Now with lending standards growing tighter, investors are getting increasingly nervous about problematic properties lurking on bank balance sheets.

Banks, and especially small regional banks, have substantial exposure to the commercial real estate market. Our analysts make the case that their analysis shows the exposure does not present risk of a full-blown insolvency crisis in the banking sector.

Banks, and especially small regional banks, have substantial exposure to the commercial real estate market. Our analysts make the case that their analysis shows the exposure does not present risk of a full-blown insolvency crisis in the banking sector.