Commercial Real Estate This is a topic I have been wondering about and the potential impact on the greater economy and Bank Balance Sheets in particular. This Bloomberg podcast caught my attention. It is short on deep detail but does provide a high level overview. Main takeaways LTV (Loan to Value) CRE generally exhibits low LTV of 30% on average with pockets of higher risk. Holders of CRE A high proportion of CRE is held on Bank balance sheets. Other owners: Conclusion There is no immediate concern or systemic risotto banks at the moment. — Bloomberg Odd Lots Podcast – … Continue reading Are Banks showing Stress from the Commercial Real Estate Market?