It's not just about inflation but balancing forces and risks.

Pressures have been building, one at a time, on the larger banks when it came to CRE.

But the Fed has also said it's not in a rush to make cuts.

The average results were 140 basis points worse than at the end of 2023.

Property loans based on faked financials and valuations are on the rise, say regulators and federal prosecutors.

Developers are betting that combinations of medical care, social services, and behavioral health could improve treatments and be profitable.

The idea that only smaller banks are facing trouble from CRE loan portfolios is now out the door.

The big investor targets are in income tax-free states or areas with strong demographic drivers.