Goldman Sachs
Office loan delinquencies could fuel the next stage of the US regional banking crisis, Goldman Sachs has warned.
  • Bill Ackman, Bank of America, and JPMorgan have all warned that commercial real estate could cause an economic shock.
  • But they shouldn't be so spooked by the struggling sector, according to Goldman Sachs.
  • There’s limited risk of “a vicious circle of large leveraged losses,” strategists said in a research note.

It seems like there are three words on the lips of every investor now that panic around the US's regional banking sector is starting to die down: commercial real estate.