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Lots of false guesstimates on CRE market: the facts - size of CRE market is $11 trillion, $4.5 trillion in debt outstanding, banks account for 38% (small banks 28%, large banks 7%)...
Why are some banks - like JPM - paying 0.01% on deposits? Because they don't need them, because they are still flooded with Fed reserves on which they collect hundreds of millions...