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C25 · SLOW SYSTEMIC CRE RISK

Commercial real-estate loan delinquency rate, banks

1.56
STALE ROBUST DRS 95 quarterly as of 2026-01-01

This tile is stale: the value shown is the last one the source published, never a fabricated current number.

The full history

1991 high 11.99 · low 0.63 · now 1.56 · 4 recessions shaded 2026

How it is read

What it measures
slow systemic CRE risk
Confidence
ROBUST : a primary official series, mechanically reported.
Reliability (DRS)
DRS 95

Where it comes from

FRED ↗ Every number on this site is reproducible from this primary source.

What it read at past stress points

Lehman, Sep 2008 4.64 ▲ EXTREME
Q4-2018 selloff 0.71 · CALM
Curve inversion, Aug 2019 0.69 · CALM
COVID crash, Mar 2020 0.83 · CALM

Questions it helps answer

  • The Plumbing : Is the banking and credit system carrying its load?