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Asset Quality

Construction & Land Development Loans

Also known as C&D Loans

Construction and land development (C&D) loans finance the building and preparation of real estate before it generates income. They are the highest-risk slice of commercial real estate and carry their own supervisory concentration guidance.

Formula

C&D Loans = Loans for 1-4 family construction + other construction and land development (Schedule RC-C)

Schedule RC-C reports construction and land development as a distinct real estate subcategory. Supervisors flag banks whose C&D loans exceed 100% of total capital as having a concentration that warrants enhanced risk management — a tighter threshold than for CRE overall.

Why it matters

C&D lending repays only if a project is completed and sold or leased, so it is acutely exposed to construction delays, cost overruns, and demand shocks. It was at the center of the 2008-2010 community-bank failure wave and remains the riskiest real estate category.

How to interpret

Measure C&D against capital, not just against the loan book — the supervisory trigger is 100% of total capital. A high C&D concentration, especially combined with a high overall CRE ratio, is one of the strongest historical predictors of community-bank distress.

Thresholds

RangeLabelInterpretation
< 50% of capitalStrongModest construction exposure.
50-100% of capitalAdequateWithin supervisory guidance for C&D.
100-150% of capitalWatchAbove the 100%-of-capital supervisory flag.
> 150% of capitalConcernHeavy exposure to the riskiest real estate category.

Worked example

A bank with $250 million of capital and $300 million of construction and land development loans is at 120% of capital — past the supervisory guidance level, and a profile that mirrored many of the community banks that failed in the 2008-2010 cycle.

Frequently asked

Why are construction loans riskier than other CRE?

A construction loan is repaid only once the project is finished and sold or leased. Delays, cost overruns, or a demand downturn can leave the loan with no income source — so C&D loss rates spike hardest in downturns.

What is the 100% of capital guideline?

Interagency guidance flags a bank for heightened CRE risk management if construction and land development loans exceed 100% of total capital, or if total CRE exceeds 300% — thresholds examiners use to focus attention.

Direction: Lower is betterUnits: $Call report: Schedule RC-CBrowse banks

Sources

  • FFIEC Call Report Schedule RC-C (Loans and Lease Financing Receivables)
  • Interagency Guidance on CRE Concentration Risk Management (2006)

See C&D Loans across 4,335 US banks

BankRegReports ranks every FDIC-insured institution by C&D Loans, refreshed quarterly within 48 hours of FFIEC release.