Commercial real estate is starting to bite the banks. Delinquencies on bank CRE loans have more than doubled since 2022, back to the highest since 2014.
Offices sit half-empty and the loans keep coming due at much higher rates. It lands hardest on regional banks, which hold most… pic.twitter.com/SZYmbJiJYI
— Kurt S. Altrichter, CRPS® (@kurtsaltrichter) September 18, 2026
Private equity just posted its worst returns since 2011, about 7% in 2025. The model ran on cheap debt and a 10-year exit, and higher rates broke both. Roughly $500 billion of aging funds can't sell on time, and the pensions and insurers who funded them are stuck waiting on money… pic.twitter.com/WOqhpYNqPk
— Kurt S. Altrichter, CRPS® (@kurtsaltrichter) September 18, 2026
U.S. Banks are currently facing unrealized losses of $326.7 Billion. Losses have grown each of the prior 2 quarters
byu/RobertBartus inEconomyCharts
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