🏦 Banks Ease CRE Reserves… Right Before New Risks Hit ⚠️

Bill Rapp, CRE Broker

Published on: 07/04/2026

Banks Ease CRE Reserves as New Risks Build The commercial real estate (CRE) market is sending mixed signals—and smart investors are paying attention. On one hand, U.S. banks are reducing credit loss reserves on CRE loans, signaling improved confidence after years of tightening. On the other, the macro environment heading into 2026 is shifting in ways that could quickly reverse that optimism. The result? A market that looks stable on paper—but carries increasing forward risk.

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📉 CRE Turns “Cheap” Relative to Stocks for the First Time in 20 Years 📈

Bill Rapp, CRE Broker

Published on: 02/03/2026

CRE Turns “Cheap” Relative to Stocks — What It Means for Investors in 2026 For the first time in roughly two decades, U.S. commercial real estate (CRE) is trading at a relative discount to public equities. That’s not a headline designed to excite — it’s a statistical observation based on cap rate spreads versus equity price-to-earnings ratios.

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