October 29, 2026: The BAN Report: Running a Little Hot / Stubborn High Oil Prices / Adjustable Rate Shock / Elite Law Firm Collapses / Oheka Castle Saga Ends
October 16, 2026: The BAN Report: Large Bank Earnings / Homebuilder Headwinds / Compass Versus Everybody / Chicago Banking Market / Fed Consumer Finance Survey
October 8, 2026: The BAN Report: CRE Update / Consumer Keeps Trucking / France Bond Revolt / Bank Supervision Overhaul / AI & Banks / The 11MM Texiana Performing Ranch Portfolio
October 2, 2026: The BAN Report: Job Growth Slows / Diesel Relief / Mid-7 Mortgage Rates / Loan Growth Boom Slowing? / The 11MM Texiana Performing Ranch Portfolio
September 24, 2026: The BAN Report: Bond Yields Spike / Project Matters / CUs Grow CRE / PE Windfalls Wane
September 17, 2026: The BAN Report: 10 Year at 5? / Oil Prices Jump / FDIC Keeps SVB Deposits / Forget College / Tariff Refunds Drive Price Cuts
August 27, 2026: The BAN Report: FDIC Quarterly Banking Profile / PIP Crackdown / The Airport Lounge Race / SBA Expands Size Standards / Gates Warns on AI
August 20, 2026: The BAN Report: Data Center Politics / Bessent Intervenes / Walmart Lags / Sports Team Values Soar / Multi Mods Grow / The 16MM Aggie Multifamily NPL
August 14, 2026: The BAN Report: UWM Blow Up / Private Credit Stress / Only 34K to Sell / Lakers Sale / Branches Back? / The 16MM Aggie Multifamily NPL
August 6, 2026: The BAN Report: Situational Awareness Meltdown / Wall Street Bullish / Fed Senior Loan Officer Survey / Condo Lending Tougher
July 30, 2026: The BAN Report: GDP Slows, Inflation Eases / Big Banks Increase CRE Lending / Multifamily Improves / Wealth Management Pushes Mortgages at MS / Private Credit Turns to CLOs
July 23, 2026: The BAN Report: Higher for Even Longer / Strong Regional Bank Earnings / Agencies Issue Guidance to Loans Undocumented / Miami Outprices NYC
July 16, 2026: The BAN Report: Robust Bank Earnings / Hyper Productive Workers / Industrial Construction Bumps / Seahawks Sale / The Real Risks of Private Credit to Banks
July 9, 2026: The BAN Report: Rate Hikes Gain Traction / AI's Economic Impact / Suburbs Wow Euros / Florida's Property Tax Experiment / Reviving Downtown Denver
June 25, 2026: The BAN Report: Inflation Heats Up / Bipartisan Housing BIll / Dimon Succession / Free Parking / RIP Alan & Bill
June 18, 2026: The BAN Report: Oil Prices Fall / Warsh Era Begins / Guinness Grows Despite Headwinds / Waymo Stalls / The 400MM Gateway Market CRE Portfolio
June 12, 2026: The BAN Report: Inflation Rises / SpaceX IPO / Trucking Rebounds / Bank CRE Comeback / The 400MM Gateway Market CRE Portfolio
June 4, 2026: The BAN Report: The 400MM Gateway Market CRE Portfolio / Oil Shortage? / Dolan's Turnaround / H-1B Crackdown Curbs TX RE / SBA Raises Loan Limits
May 22, 2026: The BAN Report: Bond Yields Soar / SpaceX IPO / New CAMELS / USDA Cracks Down / The 17MM Mid-Atlantic CRE Portfolio
May 15, 2026: The BAN Report: The 17MM Mid-Atlantic CRE Portfolio / Inflation Rises but Consumer Endures / Fed Changes / Foreclosures Rise as COVID Relief Ends / Exurbs Rise
May 8, 2026: The BAN Report: Spirit Folds / Ted Turner / Second Home Taxes / STL Downtown / Half Cash, Half Stock
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
