The delinquency rate on commercial real estate loans has climbed to its highest level in more than a decade, reaching 1.58% as of October 2025. The increase reflects mounting pressure from higher interest rates and weaker-than-expected demand across parts of the commercial property market.
Source: Board of Governors of the Federal Reserve System, The Business Week Graphic
Notes: (Excluding Farmland), Booked in Domestic Offices, All Commercial Banks
This graph was produced by Lucas Juery, CFA, CFPⓇ and is not intended to provide financial advice.
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