CRE & Small Banks coincide with each other
United States 30 Year Government Bonds YieldTVC
Description
⋅ 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.
TVC:TNX