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Banks Are Quietly Exiting Small Commercial Deals — Here’s Who’s Filling the Gap

It’s not making headlines. There were no press releases. No official announcements.
January 18, 2026 by
Banks Are Quietly Exiting Small Commercial Deals — Here’s Who’s Filling the Gap
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But across Canada in 2026, banks are quietly stepping away from small commercial real estate financing — and property owners are feeling it.

If you own a retail plaza, mixed-use building, small apartment block, office condo, or light industrial property, this shift likely affects you — even if your property is performing.

What Counts as “Small Commercial”?

In today’s lending environment, small commercial typically means:

  • Loan sizes under $10 million

  • Owner-managed or family-owned properties

  • Mixed-use buildings (residential + commercial)

  • Retail plazas with local tenants

  • Small multifamily (6–40 units)

  • Office or industrial condos

These deals used to be bread-and-butter for banks.

Now? They’re becoming low priority.

Why Banks Are Pulling Back (Quietly)

Banks aren’t exiting because properties are bad.

They’re exiting because the math changed.

1️⃣ Higher Capital & Compliance Costs

Small commercial loans require the same regulatory oversight as larger deals — but generate far less return for banks.

2️⃣ Conservative Appraisals

Banks are heavily discounting:

  • Mixed-use income

  • Short-term or mom-and-pop tenants

  • Non-institutional leases

Even strong cash-flowing buildings are being under-valued.

3️⃣ Refinance Risk

Banks don’t like:

  • Renewal risk

  • Short remaining lease terms

  • Properties that don’t “fit the box”

So instead of restructuring deals, they’re declining them.

4️⃣ Relationship Lending Is Gone

Algorithms replaced discretion.

If your deal doesn’t fit policy, it doesn’t get escalated.

The Result: Performing Properties, Declined Loans

This is the most frustrating part for owners.

Across Ontario, we’re seeing:

  • Renewals denied on performing assets

  • Loan amounts cut unexpectedly

  • HELOCs and credit facilities frozen

  • Refinance timelines stretched until deals collapse

Many owners are being forced to consider selling — not because they want to, but because financing disappeared.

Who’s Filling the Gap? Private Commercial Lenders

As banks retreat, private commercial lenders are stepping in — not recklessly, but strategically.

Private lenders focus on:

  • Equity

  • Asset quality

  • Location

  • Exit strategy

Not rigid institutional policy.

This makes private capital especially well-suited for small and mid-market commercial real estate.

When Private Commercial Lending Makes Sense

Private commercial financing is commonly used for:

🏢 Commercial Refinances

  • Renewal declined

  • Loan amount reduced

  • Appraisal shortfall

Private lenders bridge the gap — often short-term — until stability or repositioning is complete.

🌉 Bridge Loans

Ideal when:

  • A sale is pending

  • Tenants are being replaced

  • Capital improvements are underway

Speed and certainty matter more than rate.

🧱 Second Mortgages

Used to:

  • Inject working capital

  • Fund improvements

  • Stabilize cash flow

Without disturbing the first mortgage.

🏗 Mixed-Use & Transitional Assets

Banks struggle with mixed-use risk.

Private lenders understand it.

The Trade-Off: Flexibility vs Rate

Private commercial loans typically carry:

  • Higher interest rates

  • Shorter terms

But they offer:

  • Faster approvals

  • Flexible structures

  • Certainty of funding

  • Custom solutions

For many owners, certainty beats the lowest rate — especially when deadlines are real.

The Biggest Mistake Owners Are Making

Waiting.

Many owners assume:

“If I wait long enough, the bank will come back.”

In 2026, that’s rarely true.

Delaying action often leads to:

  • Forced sales

  • Distressed refinancing

  • Loss of negotiating power

Early planning preserves options.

A New Reality for Small Commercial Owners

This isn’t a temporary blip.

The commercial lending landscape has structurally changed:

  • Banks are scaling up, not down

  • Small deals are being de-prioritized

  • Equity-based lending is becoming essential

Owners who adapt will survive — and often thrive.

Those who wait for the old system to return may be left behind.

Final Thought: Capital Didn’t Disappear — It Moved

Banks stepping back doesn’t mean capital is gone.

It means:

  • Capital is more selective

  • More asset-focused

  • More relationship-driven

For small commercial property owners, private lenders are no longer a backup plan — they’re part of the modern financing stack.

If you have equity, a solid asset, and a plan — there are still solutions.

www.lendworth.ca

Your equity deserves more™