A lot of people have asked how the demise of First Republic bank is affecting the housing market. Behind the scenes we saw real estate firms swiftly move their hefty escrow accounts which held customer deposits to bigger banks as soon as there was even a hint of a problem at the bank. (Post SVB collapse.)
There was disappointment among consumers about the bank closing, but not a noticeable effect beyond that. Clients who had taken mortgages out for their purchases were nervous, and some pivoted to other banks, while many took a deep breath and followed through with First Republic. Overall though, the urge to buy still seems strong among those who really want to move and this situation did not slow down the pace of sales.
The real problem for banks will come in the commercial sector, experts predict. JP Morgan's CEO told the Inman news group the following regarding his concerns.
"For months now, some economists and analysts have pointed to commercial real estate as a potential problem for banks, as the pandemic spurred more workers to take advantage of fully or partly remote jobs. One result of this? Less demand for office space.
And for lenders who provided the funds to build some of these offices and other commercial properties, any distress from commercial properties might jeopardize their hopes of getting their money back.
This dynamic could create an uncomfortable environment for some banks — but not every bank, Dimon said. Smaller lenders are expected to be more exposed to the risk from commercial real estate."
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