CRE Finance Council is a trade association that is...

  • Dedicated exclusively to the nearly $6 trillion commercial real estate finance industry
  • Committed to promoting strong & liquid debt markets across platforms
  • The meeting place for industry professionals
  • The platform for establishing best practices, industry standards & federal policy
  • Comprised of approximately 400 companies and 19,000 individual members

CREFC News

News Archive

News

New Bank Capital Proposal Expected in the Coming Months

October 28, 2025

According to an October 22 Bloomberg article, the Federal Reserve has shared with other regulators an outline of a revised bank capital proposal, which would significantly reduce bank capital requirements originally proposed under the Biden administration.

The new proposal, which represents the Fed’s latest attempt to implement Basel updates in the U.S., would result in a 3% - 7% increase in capital requirements for most big banks.

  • This estimate is considerably lower than the 19% increase in the 2023 proposal. (A reproposal last fall would have likely reduced the capital increase to 9%.)

Go deeper: The regulators are weighing an opt-out for mid-sized banks if they adhere to certain requirements. 

  • Banks are also urging the elimination of the dual capital calculation from the Biden-era proposal, where the higher of the standardized and advanced approaches would have to be applied.

What’s next: The article states that the Federal Reserve, the Office of the Comptroller of the Currency (OCC), and the Federal Deposit Insurance Corporation (FDIC) are in general agreement regarding the contours of the proposal. 

  • Fed Vice-Chair of Supervision Michelle Bowman has indicated the proposal’s release in Q4’25 or Q1’26.
  • CREFC will monitor developments closely and provide comments on elements of the proposal that have CRE implications.

In other capital-related news, the Fed released on Friday the models and methodologies behind the bank stress tests. 

  • The Fed will now seek public comment on these scenarios each year before finalizing them. As reported by Politico, this move marked “some of the most drastic changes to the annual exercises since the 2008 financial crisis.”
  • Fed Governor Michael Barr, the previous Vice-Chair of Supervision, dissented, stating that these process changes would make the stress tests “weaker and less credible.”

Please contact Sairah Burki (sburki@crefc.org) with questions.

Contact  

Sairah Burki
Managing Director,
Head of Regulatory Affairs
703.201.4294
sburki@crefc.org
The information provided herein is general in nature and for educational purposes only. CRE Finance Council makes no representations as to the accuracy, completeness, timeliness, validity, usefulness, or suitability of the information provided. The information should not be relied upon or interpreted as legal, financial, tax, accounting, investment, commercial or other advice, and CRE Finance Council disclaims all liability for any such reliance. © 2025 CRE Finance Council. All rights reserved.
New Bank Capital Proposal Expected in the Coming Months
October 28, 2025
According to an October 22 Bloomberg article, the Federal Reserve has shared with other regulators an outline of a revised bank capital proposal.

News

Elections to Watch: NY, NJ, and VA 

October 28, 2025

We are one week out from the gubernatorial races in New Jersey and Virginia and the mayoral race in New York City. 

New Jersey Governor: The Democratic nominee Mikie Sherrill holds a stable lead against GOP nominee Jack Ciattarelli, but the margin is narrow and has shrunk substantially since the summer. Recently some Democrats have been raising alarms about an enthusiasm gap for Sherrill

Source: RealClearPolitics

Virginia Governor: The current polling average has Abigail Spanberger (D) 50% vs. Winsome Earle-Sears (R) 44%. However, the race has not been without controversy.

Why it matters: Each party will use these elections as a way to hone their strategy going into the 2026 midterms. 

  • The historical trend dictates that the Democrats should win these elections, as typically the party opposite the President wins the off year gubernatorial races. 
  • However, if either GOP candidate is able to win, the party will take it as a sign that they are in a good spot heading into the midterms next fall.

New York City Mayor: Mamdani holds a durable lead; Cuomo has gained but trails far behind in a three way race. 

Please contact James Montfort with any questions at (Jmontfort@crefc.org). 

Contact 

James Montfort
Manager,
Government Relations
202.448.0857
jmontfort@crefc.org
The information provided herein is general in nature and for educational purposes only. CRE Finance Council makes no representations as to the accuracy, completeness, timeliness, validity, usefulness, or suitability of the information provided. The information should not be relied upon or interpreted as legal, financial, tax, accounting, investment, commercial or other advice, and CRE Finance Council disclaims all liability for any such reliance. © 2025 CRE Finance Council. All rights reserved.
Elections to Watch: NY, NJ, and VA
October 28, 2025
We are one week out from the gubernatorial races in New Jersey and Virginia and the mayoral race in New York City.

News

Shutdown Update: No Signs of a Deal

October 28, 2025

The federal government shutdown continues without an end in sight. Several factors may prompt action over the next week, but neither Republicans or Democrats have shifted their positions. 

  • Federal workers continue to miss paychecks. The military will likely miss their first check after getting paid Oct. 15. The American Federation of Government Employees on Monday called for a clean CR, but the Senate again rejected the clean CR.
  • Food stamp benefits, which have never lapsed before, may run out of money for November and impact 42 million recipients. Some states are trying to tap emergency reserves as federal officials said there is no money available.
  • Insurance premium notifications for exchange policies will become available on November 1. The sticker shock could boost Democrats’ calls for action on Affordable Care Act subsidies.
  • Many have expected disruptions in air travel—whether from air traffic controller shortages or TSA screening personnel—to prompt an end to a shutdown. Although there have been increasing reports of delays in certain airports, no major impacts have manifested as of yet.

What they’re saying: Rank and file Senate Republicans have been teeing up individual bills to alleviate certain shutdown impacts, e.g., paying essential federal workers, SNAP benefits, and the military. Thus far, Democrats have held firm on blocking additional legislation absent a deal. 

  • Democratic leaders Sen. Schumer (NY) and Rep. Jeffries (NY) have called for President Trump to engage on a deal, but Trump has deferred to GOP congressional leaders. 
  • The President is in Asia this week, which makes a White House negotiated deal less likely.
The bottom line: If the shutdown continues into next week, GOP leaders will likely need to extend their House-passed clean CR deadline from November 21 to December or January. 

Contact David McCarthy (dmccarthy@crefc.org) with questions. 

Contact  

David McCarthy
Managing Director,
Chief Lobbyist, Head of Legislative Affairs
202.448.0855
dmccarthy@crefc.org
The information provided herein is general in nature and for educational purposes only. CRE Finance Council makes no representations as to the accuracy, completeness, timeliness, validity, usefulness, or suitability of the information provided. The information should not be relied upon or interpreted as legal, financial, tax, accounting, investment, commercial or other advice, and CRE Finance Council disclaims all liability for any such reliance. © 2025 CRE Finance Council. All rights reserved.
Shutdown Update: No Signs of a Deal
October 28, 2025
The federal government shutdown continues without an end in sight.

We are lenders, investors & servicers.​

Become a Member

CREFC offers industry participants an unparalleled ability to connect, participate, advocate and learn!
Join Now

Sign Up for eNews

Subscribe