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SEC Wants Smaller Banks to Disclose More About Their Commercial Real Estate Holdings

By:
S.J. Steinhardt
Published Date:
Jan 25, 2024

The SEC is asking smaller financial institutions, including community and regional banks, about their exposure to risks from  commercial real estate in their loan portfolios, The Wall Street Journal reported.

The SEC released four letter exchanges in the past week or so in which it questioned some financial firms about this exposure. The SEC has been scrutinizing banks after the high-profile bank failures last year, concerned that more banks highly concentrated in property debt may fail.

Publicly traded financial firms Alerus Financial and the holding companies behind Mid Penn Bank, Ohio Valley Bank and MainStreet Bank were among those that received letters the SEC recently made public, the Journal reported.

The Federal Reserve defines community banks as those holding under $10 billion in assets. Regional banks are defined as holding between $10 billion and $100 billion.

The commercial property sector has been wounded by rising interest rates and high vacancies, causing financial regulators to watch for the possibility of losses in that sector will affect the broader financial system in a potential repeat of the 2008-09 financial crisis.

The letters signal the SEC’s growing interest in whether investors can adequately assess a bank’s financial soundness based on disclosure of their loan portfolios, said Kenneth Chin, a partner at law firm Kramer Levin Naftalis & Frankel, in an interview with the Journal. “The SEC is worried that some of the banks may not be disclosing as much of their risk or exposure as they should to their investors.”

The SEC generally has not asked corporate borrowers or other industries outside of banking about their risks related to commercial property, based on publicly available letters, the Journal reported. Smaller banks could take a significant hit to their financials with just a few loan defaults, Chin said.

“Borrowers may not be able to refinance, or alternatively you may end up having some losses on the portfolio, which could really adversely impact a smaller bank’s financials,” he said. 

 

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