Fixed Income

German Banks Start to Cut US Office Loan Exposure That Caused Bond Turmoil: Credit Weekly

  • Value of all but the best offices has dropped by more than 75%
  • Credit provisions rose 237% at bank formerly known as NYCB

The sales come as market participants expect the European Central Bank to press German banks to recognize higher losses on American assets.

Photographer: David Paul Morris/Bloomberg
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German banks are cutting legacy US office loan exposure after concerns about commercial real estate losses led to a plunge in bond and equity prices in February.

Deutsche Bank AG is close to selling about $1 billion of loans linked to CRE there and Deutsche Pfandbriefbank AG is cutting back on office and American loans after it set aside hundreds of millions of euros as a buffer against potential property losses. The lender recently agreed a potential advisory role for a Starwood Property Trust Inc. subsidary on some of its US CRE book.