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Where to look for recent data on which regional banks have highest CRE exposure?
Posted on 4/30/17 at 11:21 am
Posted on 4/30/17 at 11:21 am
I know two things for sure: (1) the price index for CRE has literally doubled since 2010, and (2) the Feds are definitely putting the word out in my world that the CRE portfolios of the banks they regulate will be under special focus this summer.
Some relevant articles:
NYTimes Dealbook (10/3/16): " Scrutiny of Commercial Real Estate Loans Chills Small Lenders"
Banking Exchange (11/9/16): " CRE exposure hits record levels"
Bloomberg (2/2/17): " Yellen Eyes Commercial Real-Estate Froth as Fed Weighs ’17 Risks"
ABA Banking Journal (2/6/17): " Fed Survey: CRE Tightening Trend Continues"
Sageworks Blog (3/31/17): " 9 'hot spot' issues examiners see at banks with CRE loans"
National RE Investor (4/23/17): " Commercial Property Prices Move Sideways"
With the wider markets apparently seeing no roadblocks in sight, this seems like it might be a more narrowly focused shorting opportunity to follow this summer. Unfortunately, I can't seem to find a good source of consolidated information on which regional banks in the U.S. have the highest exposure to CRE.
The most recent summary I could find was this 9/20/16 article, " Small Banks Are the New Property Titans", from Bloomberg Gadfly, which named the following banks as having conspicuous recent increases in CRE exposure:
* Suffolk Bancorp
* First Internet Bancorp
* RBB Bancorp
* River City Bank
* Inwood Bancshares
* Green Bancorp
* Chemung Financial
* First of Long Island
* Pacific Premier Bancorp
* Southern National Bancorp of Virginia
But that was 7 months ago, and didn't give much detailed information. What would be a good place to look up more recent data for this?
Some relevant articles:
NYTimes Dealbook (10/3/16): " Scrutiny of Commercial Real Estate Loans Chills Small Lenders"
Banking Exchange (11/9/16): " CRE exposure hits record levels"
Bloomberg (2/2/17): " Yellen Eyes Commercial Real-Estate Froth as Fed Weighs ’17 Risks"
ABA Banking Journal (2/6/17): " Fed Survey: CRE Tightening Trend Continues"
Sageworks Blog (3/31/17): " 9 'hot spot' issues examiners see at banks with CRE loans"
National RE Investor (4/23/17): " Commercial Property Prices Move Sideways"
With the wider markets apparently seeing no roadblocks in sight, this seems like it might be a more narrowly focused shorting opportunity to follow this summer. Unfortunately, I can't seem to find a good source of consolidated information on which regional banks in the U.S. have the highest exposure to CRE.
The most recent summary I could find was this 9/20/16 article, " Small Banks Are the New Property Titans", from Bloomberg Gadfly, which named the following banks as having conspicuous recent increases in CRE exposure:
* Suffolk Bancorp
* First Internet Bancorp
* RBB Bancorp
* River City Bank
* Inwood Bancshares
* Green Bancorp
* Chemung Financial
* First of Long Island
* Pacific Premier Bancorp
* Southern National Bancorp of Virginia
But that was 7 months ago, and didn't give much detailed information. What would be a good place to look up more recent data for this?
Posted on 4/30/17 at 12:55 pm to Doc Fenton
Call reports and UPBR data are freely available. There are websites which provide aggregation services like SNL and bankregdata.com.
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