Data

Multifamily loan performance reversed course and saw a massive new surge in distress as we moved into 2023. Rising from just $546M in new 30-89

Non-performing commercial mortgage loans appear to have reversed course, with increasing levels of distress. This reversal of the trend we’ve seen for the past two

Following two years of improving performance residential mortgage loans appear to have reversed course in Q4 2022, with more newly defaulting loans.  Banks are holding

Overall multifamily loan performance continued to improve in Q3. Although this follows a 50% spike in 90+ day late multifamily mortgage loans at the end

Total non-performing commercial mortgage loans appear to have again hit a new low point, now down to the least dollar volume of distress in at least

Overall residential mortgage loans appear to have continually improved in performance over the past two years. Still, banks are holding tens of billions of dollars

While total distressed multifamily loans appear to be shrinking, or at least snapped up faster than they can accumulate, banks are reporting they had over

The total volume of commercial mortgage loan defaults appears to have hit the lowest points since the beginning of the COVID pandemic. Banks are reporting

While the overall pool of non-performing residential mortgage loans appears to have declined since at least Q4 2021, banks still hold almost $50B in distressed

Banks are reporting they have almost $2B in multifamily mortgage loans in some form of distress. This pool has declined slightly from the recent high

Commercial REO and defaults on non-owner occupied CRE mortgage loans appear to be on the rise. Banks reported a small uptick in distressed CRE loans