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HIGH TRANCHE

Free CRE multifamily deal intelligence. Searchable FHA endorsements, active loans, maturity analysis, and rate benchmarking from authoritative government and agency sources.

Research Tools

  • Lender Directory
  • FHA Multifamily Lending
  • Fannie Mae DUS
  • Freddie Mac Optigo
  • FHA Deals
  • FHA Maturity Wall
  • FHA Rate Tracker
  • Agency Lender Rankings
  • Bank CRE Concentration
  • Rate Monitor

Data Sources

  • HUD / FHA- Endorsements and active insured loans
  • Fannie Mae- DUS multifamily production
  • Freddie Mac- Optigo seller/servicer data
  • FDIC- Bank CRE exposure and financials
  • FRED- Treasury rates and economic data

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Data shown is sourced from public filings and may not reflect current lending activity. Not investment advice.

Research/Bank CRE Concentration

Bank CRE Concentration

Commercial real estate loans as a percentage of total assets. 236 banks from FDIC call report data (Q4/2025).

Banks Analyzed

236

Avg Concentration

32%

Median

33.9%

Above 50%

20 banks

Total CRE Loans

$1385.8B

CRE Concentration Distribution

Number of banks by CRE loan concentration range (CRE loans / total assets)

Regulatory Context

Federal banking regulators (FDIC, OCC, Federal Reserve) flag banks where total CRE loans exceed 300% of risk-based capital as warranting greater supervisory scrutiny. This page uses CRE loans as a percentage of total assets - a simpler proxy available from public call report data. Banks with CRE/assets ratios above 50% typically have elevated CRE/capital ratios and face closer regulatory review.

#BankStateCRE/AssetsCRE LoansTotal AssetsMultifamilyConstructionROA
226Ally BankUTUT4.2%$7.7B$184.6B$88.0M$431.0M0.91%
227LendingClub Bank, National AssociationUTUT4.1%$472.5M$11.5B$22.4M$56.0M1.22%
228Capital One, National AssociationVAVA3.8%$24.8B$658.5B$7.9B$2.0B0.55%
229The Northern Trust CompanyILIL3.7%$6.5B$176.4B$1.6B$522.6M1.02%
230TrustCo BankNYNY3.5%$223.7M$6.4B$43.8M$43.7M0.97%
231Bank of America, National AssociationNCNC2.9%$77.2B$2636.8B$7.8B$10.3B1.15%
232Morgan Stanley Private Bank, National AssociationNYNY2.8%$7.0B$254.7B$1.5B-1.10%
233Northpointe BankMIMI2.1%$149.0M$7.0B$70K$148.2M1.39%
234Citibank, National AssociationSDSD1.3%$24.5B$1836.4B$7.2B$7.4B0.85%
235BMW Bank of North AmericaUTUT0.2%$20.5M$12.8B$20.5M-2.31%
236WEX BankUTUT0.1%$7.6M$8.4B$7.6M-4.62%

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Methodology

Data source: FDIC BankFind API, quarterly call report data (Q4/2025).

CRE concentration: Total CRE loans divided by total assets, expressed as a percentage. CRE loans include construction and development, multifamily residential, and nonfarm nonresidential real estate loans.

Coverage: 236 FDIC-insured banks matched to the High Tranche lender directory. This is not the full universe of FDIC-reporting banks (~4,800).

Limitations: This metric uses total assets as the denominator, not risk-based capital. The regulatory 300% CRE/capital threshold uses risk-based capital, which is not available in public call report summary data. CRE/assets above 50% is a rough proxy for elevated regulatory attention.

Related Research

Agency Lender Rankings

Top 50 multifamily lenders by FHA + Fannie Mae volume.

FHA Maturity Wall

When FHA multifamily loans come due by year.

Rate Monitor

Current Treasury, SOFR, and mortgage benchmark rates.