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THIS WEEK'S 
REPORT:

April 10, 2026: The BAN Report: The 15MM NY Metro Small-Balance CRE Portfolio / Strong Jobs Report / First Class Drives Profit / Bank Earnings Optimism

March 26, 2026: The BAN Report: The 25MM PR Dairy Portfolio / Private Credit Woes / "Disaster" Loans / Midwest is the Best / Insider Buying

March 12, 2026: The BAN Report: JPM Pulls Private Credit Loans / ARMs Back / Gen Z Loves Malls / AI Increases Work / Webinar Recap

March 5, 2026: The BAN Report: Private Credit Concerns / Tariffs Refunded? / Netflix Bails / CMBS Delinquency Falls / Webinar Next Tuesday-Unlocking 2026: Will Lower Rates Reignite CRE?

Februray 27, 2026: The BAN Report: FDIC Quarterly Banking Profile / Banks to Verify Citizenship? / AI White Collar Doomsday Scenario / WFH Dream Dying? / Austin Heals / Our Two Latest Offerings

February 19, 2026: The BAN Report: The 70MM Windy City CRE Portfolio / The 25MM Windy City Medical Office Relationship / 2025 Q4 Asset Review / CRE Lenders Losing Patience / Seahawks for Sale / Fed Wants Banks Back in Mortgages

February 12, 2026: The BAN Report: Household Debt Report / Stalled Housing Market / Credit Spreads / Activist Backs Down / Webinar Recap

February 5, 2026: The BAN Report: Banco Santander Buys Webster / Webinar Next Tuesday / Consumer Sentiment Rises / Bitcoin Falls / Zombie PE Firms

January 22, 2026: The BAN Report: Strong GDP Growth and Modest Inflation / Housing Affordability / Don't Wait for Lower Rates / Private Credit Relieves Banks / The 12MM Performing Real Estate Loan Portfolio

January 15, 2026: The BAN Report: Bank Earnings / Powell & Trump Fight Intensifies / 10% Credit Card Cap? / Saks Files BK / The 12MM Performing Real Estate Loan Portfolio

January 8, 2026: The BAN Report: The 12MM Performing Real Estate Loan Portfolio / US Productivity Soars / SFR Rental Curbs for Wall Street? / Emerging Trends in Real Estate 2026 / Dallas Downtown Woes

December 18, 2025: The BAN Report: Inflation Eases / 2025 Migration / Apollo Defends Private Credit / AI Limits

December 11, 2025: The BAN Report: What's Next for Fed? / Warner Fight / Consumer Credit Dips / Affordability is Fleeting / The 100MM Sunbelt CRE Portfolio

December 4, 2025: The BAN Report: FDIC Quarterly Banking Profile / CRE Good News / Crypto Falls / Miami Rocks / The 100MM Sunbelt CRE Portfolio

November 21, 2025: The BAN Report: Regional Bank CEOs on 5/3 & Comerica / Fed Cuts Oversight / Small Biz Squeeze / Uneven Office Recovery

November 13, 2025: The BAN Report: Government Reopens/ Two Consumers / Marks on Cockroaches / PE Stumbes in Roofing

November 6, 2025: The BAN Report: Bank M&A Soars / Burry Shorts AI / Desperate Home Builders / Gates Relaxes on Climate / FICO Fight

October 30, 2025: The BAN Report: Fed Cuts / The $9 Trillion Liquidation / Banks Defend Credit Markets / Big Banks Fight Higher Cap / Stop Texting During Meetings!

October 24, 2025: he BAN Report: Inflation Cools / Another Cockroach / San Fran Comeback / NBA Gambling Scandal / Webinar Recap

October 17, 2025: The BAN Report: Bank Earnings Roundup / Cockroaches / NFL as a High School Cafeteria / Class B Love / Webinar Next Tuesday

October 10, 2025: The BAN Report: The 5MM IL Senior Housing Loan / First Brands Postmortem / 53 Buys Comerica / Community Bank Regulatory Relief / Cash-Strapped Millionaires

September 25, 2025: The BAN Report: CRE Comeback / Stalling RTO / Shutdown Cost / H-1B Visa Changes / ABS Cracks / The 3MM Wyoming Hotel Portfolio

September 18, 2025: The BAN Report: Fed Cuts / CFPB Update / Diversification, Schmerfication / Unrealized Relocation Savings / How Vietnam Won Sneakers

September 11, 2025: The BAN Report: Inflation Picks Up / Economy Softening / Tricolor Liquidates / PNC Flexes / Detroit Comeback

September 4, 2025: The BAN Report: Tariff Refund Rattles Bond Market / FDIC Quarterly Banking Profile / Banks Hiding Troubled Loans: FT / Cracker Barrel / The 4MM Dayton Retail Loan

August 25, 2025: The BAN Report: Lower Rates? / Resilient Stock Market / Big Retailers Thrive / Yieldstreet's Troubles / Shari's Story

August 18, 2025: The BAN Report: Inflation's Back / Q2 Call Reports Review / Fading American Dream / Hold My Water

August 4, 2025: The BAN Report: Strong Economic News / Tariff Update / AI Spending Soars / Pinnacle & Synovus Merge / Webinar Next Tuesday-Mid-Year Banking Briefing: Policy Shifts, Market Resilience & What's Ahead

July 25, 2025: The BAN Report: The 25MM ATX Multifamily NPL / Tariff Update / Top Performing Banks / Housing Slump / Vegas Slips / Suburban Office

July 18, 2025: The BAN Report: Bullish Bank Earnings / Powell Successor / Tariffs Boost Defaults / Summer Vacay Cuts / Art Market Deflates

July 11, 2025: The BAN Report: Big Beautiful Bill Impact / Divided Fed / Dallas Soars / Industrial Vacancy Climbs / The Sunset of Soft Servicing

June 26, 2025: The BAN Report: Regulatory Update / FSB on CRE Private Credit / GSEs Consider Crypto / FICO Adds Buy Now, Pay Later Loans / RIP Fred Smith

June 20, 2025: The BAN Report: Fed Keeps Rates Steady / ICE Raids Shake Labor / The $10BB Franchise / Bank M&A Steady / Webinar Recap

June 12, 2025: The BAN Report: Tariff Update / Inflation Eases / Hampton Inn / Supersonic Travel / Webinar Next Tuesday-The CRE Lending Comeback: Growth Returns, But Risk Remains

June 6, 2025: The BAN Report: US Debt Concerns / Wells Free / US Manufacturing Comeback? / HELOC Securitizations

May 29, 2025: The BAN Report: Fed Waits / Tariffs Stopped by Court / FDIC Quarterly Banking Profile / NDFI Boom / Housing Market Stalls

May 16, 2025: The BAN Report: US/China Truce / Household Debt Report / CFPB Update / Davos King Falls / Funeral Homes Evolve

May 8, 2025: The BAN Report: Don't Rush Us Says Fed / US and UK Trade Deal / CMBS Delinquency Spikes / Wells Exec Fights OCC / The 220MM SBA 7(a) Unguaranteed Loan Portfolio

May 1, 2025: The BAN Report: The 220MM SBA 7(a) Unguaranteed Loan Portfolio / Speed Bump or Recession? / Bond Vigilantes Lash Out / New CEO at Tesla? / Successful Office Conversion / Why Not Toledo?

April 24, 2025: The BAN Report: Consumer Gut Check / Powell Safe / Foreign Tourists Stay Home / Sunbelt Growth Slows / Webinar Recap

April 17, 2025: The BAN Report: Q1 Bank Earnings / Powell Warns / CFPB Next Steps / NDFI Boom / Webinar Next Tuesday

April 10, 2025: The BAN Report: Bond Chaos Yields Tariff Pause / Services, Not Plastics / Twitter Turnaround / Michelle Bowman

March 27, 2025: The BAN Report: The 10MM PR CRE Loan Portfolio / Recession Fears Grow / M&A Boom Stalls / Electricity Demand Surges / GSA Disposition Plans / Burrito Bonds

March 20, 2025: The BAN Report: Fed Steady as She Goes / CFPB Update / Office Bottom? / Private Credit Expands / Fighting Brands

March 13, 2025: The BAN Report: Consumer Buckles / Tariff Update / Southwest Loses its Soul / LA Rebuilding

February 27, 2025: The BAN Report: Recession Fears / DC Recession? / The Rich Drive Consumer Spending / New SBA Administrator / Austin Multis Struggle

February 20, 2025: The BAN Report: Rate Cuts in '25? / RTO Mo / FHA & VA Delinquencies Rise / Zoning Impact on Housing Costs

February 13, 2025: The BAN Report: Inflation Rises Complicating Trump Agenda / Trump Picks OCC, CFPB Heads / Defining Illegal DEI / Hedge Fund Fees / Senior Housing to Rise? / Webinar Recap

February 6, 2025: The BAN Report: Chopra, You're Fired / Federal Buyout Expires Today / Twitter Loans Sell at Near Par / Honeywell Splits / New De Novo Push / Webinar Tuesday

January 31, 2025: The BAN Report: AOBA Recap / Lagging Loan Growth for Regionals / Tariffs and Inflation Challenge Fed / The Anti-Social Century

January 24, 2025: The BAN Report: The Trump Effect / Doge Launches / Store Closings / Midwest is the Best for Multis

January 17, 2025: The BAN Report: Bank Earnings / California's Wildlife Insurance Catastrophe / CFPB Changes / JPM RTO / Bourbon Boom Over

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