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2nd UPDATE: US Regulators Urge Banks Help On Commercial Realty



(Updates with details from OCC document)

By Michael R. Crittenden and Jeff Bater

Of DOW JONES NEWSWIRES

WASHINGTON -(Dow Jones)- U.S. banking regulators are urging banks to work with commercial borrowers to modify their real estate loans, wary of the damaging effect a high level of defaults could have on bank balance sheets.

The Federal Financial Institutions Examination Council, which includes the Federal Reserve, Federal Deposit Insurance Corp. and others, said prudent modifications to commercial real estate loans are frequently "in the best interest" of both banks and their borrowers.

Regulators, in a significant step, also said they won't penalize banks for performing loans where the value of the underlying property is now worth less than the loan balance.

"Financial institutions that implement prudent [commercial real estate] loan workout arrangements after performing a comprehensive review of a borrower's financial condition will not be subject to criticism for engaging in these efforts," the agencies said in a policy statement.

The guidance comes as commercial real estate woes continue to cause headaches for regulators and financial firms. Slower to develop than the significant dislocation in the residential housing market, commercial real estate has shown increasing weakness in recent quarters. The FDIC, in its most recent quarterly analysis of the banking industry, said real estate construction and development loans at least 90 days past due were up 16.6% in the second quarter.

The banking industry has complained that regulators have uneven expectations, encouraging banks to be both prudent and to boost lending. Ann Grochala, vice president of lending and accounting policy at the Independent Community Bankers of America, said Friday's statement addresses some of the inconsistencies banks have experienced when dealing with regulators.

"It's a positive in terms of getting both the bankers and the examiners on the same page," Grochala said. "It provides a lot of clarification and addresses many of the issues we've been hearing from bankers about."

Internally, federal regulators stressed to their personnel that lax underwriting practices should not be tolerated. Timothy Long, the senior deputy comptroller at the Office of the Comptroller of the Currency, rebuffed criticisms that examiners are being "too tough" on banks in a memo to the agency's examination staff Friday.

"We want you to take a balanced approach in your supervision," Long said, telling examiners to encourage banks to make prudent loans to creditworthy borrowers.

"Working with troubled borrowers, however, does not mean a bank can circumvent prudent underwriting standards or defer recognition of losses," he continued. " You need to continue to ensure that bank management appropriately identifies the risks in their credit portfolios and makes appropriate loan classifications and loan loss provisions."

-By Michael R. Crittenden, Dow Jones Newswires; 202 862 9273; michael.crittenden@dowjones.com


  (END) Dow Jones Newswires
  10-30-091550ET
  Copyright (c) 2009 Dow Jones & Company, Inc.

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