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CRE & Small Banks coincide with each other
US 30Y yield
CRE & Small Banks coincide with each other
By ROYAL_OAK_INC
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Feb 12
3
Feb 12
Small banks account for about 70% of #commercialrealestate.
Small #banks are considered those with assets less than 10B.
We've been bearish CRE for a long time. We believe that this sector will likely not get better anytime soon.
#interestrates are still holding fairly strong. They are at banking crisis levels or higher.
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