Credit stress progressing into foreclosures and charge-offs in concentrated loan portfolios

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Arbor Realty’s multifamily stress advanced from modifications toward foreclosures and real-estate-owned assets, while Metropolitan Commercial reported further charge-offs on out-of-market CRE and rising skilled-nursing concentration. Regional Management increased credit-loss provisions while tightening underwriting, and Northrim reported a sharp increase in nonperforming community-bank loans. Some headline nonperforming balances or modeled reserve sensitivities improved, but realized credit problems are becoming more visible.

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