Slack: C09VCM0PX5H/ts:1773258680.2276

Author: thibault Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

private-credit-contagion-chain

🟢 [E2124] Bank OZK appears strong on surface but core business dangerously concentrated in risky CRE construction loans (455% of equity). 2022 loans maturing in 2026 into frozen market. Losses spiked to 1.18% annualized in Q4. Dividend cut or capital raise likely by April-June.
supporting · 2026-04-07