Bank Turmoil Ramps Up Pressure for $900 Billion of Property Debt

  • Lenders could pull back after bank collapses, MSCI says
  • Higher borrowing costs and falling values add refinancing woes
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Commercial-property owners face nearly $400 billion of debt maturing this year as regional bank failures threaten the industry’s biggest source of financing.

In addition, almost $500 billion of loans will come due in 2024, according to a report Wednesday from MSCI Real Assets. Landlords received about 27% of financing from local and regional banks in 2022, the biggest source of newly originated debt, the report said.