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‘Extend and pretend’ still ongoing for some banks

The NCREIF Q3 index posted a positive return for the first time in two years, with only offices recording a negative outturn. But with firmer evidence that poorly capitalized banks have been less likely to mark loans as non-performing, as well as anecdotal indications that some banks are putting pressure on appraisers, we don’t think the index is reflecting the true extent of the value falls in the market.

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