How will real estate be affected by these banks collapsing?

Curious to know how y’all think SVB’s collapse and New York Signature bank being shut down will affect the real estate industry?

As far as I know, SVB holdings in real estate loans, both residential and commercial was about $11 billion which is a relatively small amount.

6 Comments
 

My guess: less liquidity, higher cost of capital ( increase profitability via spread between deposits and loans ), perhaps higher capital reserve requirements for banks. Banks will be more conservative, reviewing existing loans more than new lending to manage credit risk and loan books. Perhaps banks won't take a hit as bad as in 2008, because a lot of debt has been underwritten via GSE's i.e. Fannie and Freddie, especially multifamily lending platforms in the past couple of years their lending volumes were 'through the roof'. Naturally, no comment on quality of underwriting ( especially on DUS type where originators had approval rights ). Feels like 2008 all over again, but different name of an 'illness' with similar symptoms.

 

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