Session Presenters

Jon Winick


Clark Street Capital

Jim McAlpin

Board Member

Bank Director

Breakout 3: Navigating CRE Market Shifts: From Credit Stress to Lending Solutions

With the 10-Year Treasury in the mid-4’s and the Fed keeping rates elevated for longer, commercial real estate is experiencing stress, but the gloom and doom narrative from the financial press has not materialized. Q1 bank earnings showed increased stress in CRE portfolios, but delinquencies are still low by any measure and the US economy continues to outperform. What happens next – is this the tip of the iceberg or can we thread the needle?

Session Resources