Nebraska Bankers Association
  • About
    • Membership
    • News
    • Boards and Committees
    • Alice Dittman Trailblazer Award
    • NBA Foundation
    • Leadership Program
    • Staff Directory >
      • Contact Us
  • Workforce
    • Careers
    • Post Job Openings
  • Advocacy
    • Legislative Update
    • BankPAC
    • Comment Letters
  • Compliance
    • Handbook
    • Compliance Update
    • Compliance Alliance
  • Education
    • Event Calendar
    • In-person Events/Training
    • Webinars
    • ABA Training
    • Banking Schools
    • CYBERSECURITY TRAINING
    • Sponsorships and Exhibits
    • Young Bankers (YBON)
  • Insurance
    • Agency Services >
      • Commercial Insurance
      • Personal Insurance
      • Livestock, Irrigation and Farm Insurance
      • Surety Bonds
    • Bank Property & Liability
    • Financial Institution Insurance
    • Benefit Plans
  • Bank Resources
    • Preferred Vendors
    • Associate Members
    • Marketing Resources
    • Financial Literacy
    • Single Bank Pooled ​Collateral Program
    • Bank Security
    • Compensation & Benefits Survey
  • About
    • Membership
    • News
    • Boards and Committees
    • Alice Dittman Trailblazer Award
    • NBA Foundation
    • Leadership Program
    • Staff Directory >
      • Contact Us
  • Workforce
    • Careers
    • Post Job Openings
  • Advocacy
    • Legislative Update
    • BankPAC
    • Comment Letters
  • Compliance
    • Handbook
    • Compliance Update
    • Compliance Alliance
  • Education
    • Event Calendar
    • In-person Events/Training
    • Webinars
    • ABA Training
    • Banking Schools
    • CYBERSECURITY TRAINING
    • Sponsorships and Exhibits
    • Young Bankers (YBON)
  • Insurance
    • Agency Services >
      • Commercial Insurance
      • Personal Insurance
      • Livestock, Irrigation and Farm Insurance
      • Surety Bonds
    • Bank Property & Liability
    • Financial Institution Insurance
    • Benefit Plans
  • Bank Resources
    • Preferred Vendors
    • Associate Members
    • Marketing Resources
    • Financial Literacy
    • Single Bank Pooled ​Collateral Program
    • Bank Security
    • Compensation & Benefits Survey

PRUDENT RISK MANAGEMENT FOR COMMERCIAL REAL ESTATE LENDING

I.         INTRODUCTION

The federal banking agencies have issued an interagency statement regarding supervisory findings about commercial real estate (CRE) lending activities.  The agencies have observed substantial growth in many markets, increased competitive pressures, rising concentrations, and an easing of underwriting standards.  The interagency statement reminds financial institutions of existing regulatory guidance on prudent risk management practices for CRE lending activity through economic cycles.

II.        BACKGROUND

The agencies have observed the following recent trends:

  • Increasing investor demand for CRE and the current interest rate environment are contributing to historically low capitalization rates and significant increases in property values in many markets.
  • CRE concentration levels have been rising at many institutions, influenced in part by continued strong demand for CRE credit, earnings pressures, and reassuring trends in asset-quality metrics, such as low rates of delinquency and charge-offs.
  • The competition for loans has resulted in an easing of underwriting standards and increases in underwriting exceptions.

Historical evidence demonstrates that financial institutions with weak risk management and high CRE credit concentrations are exposed to a greater risk of loss and failure.  In general, financial institutions that succeeded during difficult economic cycles took the following actions, which are consistent with supervisory expectations:

  • established adequate and appropriate:
  • loan policies, underwriting standards, credit risk management practices, and concentration limits that were approved by the board or a designated committee;
  • lending strategies, such as plans to increase lending in a particular market or property type, limits for credit and other asset concentrations, and processes for assessing whether lending strategies and policies continued to be appropriate in light of changing market conditions; and
  • strategies to ensure capital adequacy and allowance for loan losses that supported an institution’s lending strategy and were consistent with the level and nature of inherent risk in the CRE portfolio.
  • conducted global cash flow analyses based on reasonable (not speculative) rental rates, sales projections, and operating expenses to ensure the borrower had sufficient repayment capacity to service all loan obligations.
  • performed market and scenario analyses of their CRE loan portfolio to quantify the potential impact of changing economic conditions on asset quality, earnings, and capital.
  • provided their boards and management with information to assess whether the lending strategy and policies continued to be appropriate in light of changes in market conditions.
  • assessed the ongoing ability of the borrower and the project to service all debt as loans converted from interest-only to amortizing payments or during periods of rising interest rates.
  • implemented procedures to monitor the potential volatility in the supply and demand for lots, retail and office space, and multi-family units during business cycles.
  • maintained management information systems that provided the board and management with sufficient information to identify, measure, monitor, and manage concentration risk.
  • implemented processes for reviewing appraisal reports for sufficient information to support an appropriate market value conclusion based on reasonable market rental rates, absorption periods, and expenses.

III.      SUPERVISORY EXPECTATIONS FOR FINANCIAL INSTITUTIONS

Financial institutions should review their policies and practices related to CRE lending and should maintain risk management practices and capital levels commensurate with the level and nature of their CRE concentration risk.  In particular, financial institutions should maintain underwriting discipline and exercise prudent risk management practices that identify, measure, monitor, and manage the risks arising from their CRE lending activity.  Financial institutions are especially encouraged to review the interagency “Concentrations in Commercial Real Estate Lending, Sound Risk Management Practices” (Concentration Guidance), 71 Fed. Reg. 74580 issued in December 2006 for a discussion of the agencies’ expectations for concentration risk management practices.

During 2016, supervisors from the banking agencies will continue to pay special attention to potential risks associated with CRE lending.  When conducting examinations that include a review of CRE lending activities, the agencies will focus on financial institutions’ implementation of the prudent principles in the Concentration Guidance as well as other applicable guidance relative to identifying, measuring, monitoring, and managing concentration risk in CRE lending activities.  In particular, the agencies will focus on those financial institutions that have recently experienced, or whose lending strategy plans for, substantial growth in CRE lending activity, or that operate in markets or loan segments with increasing growth or risk fundamentals.  The agencies may ask financial institutions found to have inadequate risk management practices and capital strategies to develop a plan to identify, measure, monitor, and manage CRE concentrations, to reduce risk tolerances in their underwriting standards, or to raise additional capital to mitigate the risk associated with their CRE strategies or exposures.

Compliance Handbook Search

*
  • Volume I
    • Compliance Management
    • Governance
    • Bank Structure
    • Personnel
    • Record Retention
    • Public Disclosure
    • Privacy
    • Security
    • CFPB
  • Volume II
    • Deposit Accounts
    • Public Funds
    • Bank Promotion
    • Nondeposit Products
    • Unclaimed Property
  • Volume III
    • Secured Transactions
    • Real Estate
    • Lending
    • Environmental Issues
    • Miscellaneous

STAY CONNECTED

Contact Us

Nebraska Bankers Association

233 South 13th Street, Suite 700
Lincoln, NE 68508
​402-474-1555
​Digital Millennium Copyright Act Policy
Member Login