Coleman Report

March 11, 2026 Bob ColemanFounder & Publisher CRE Outlook for SBA Lenders in a Declining Interest Rate Environment Yesterday, I hosted a commercial real estate outlook discussion moderated by Jon Winick of Clark Street Capital titled “Unlocking 2026: Will Lower Rates Reignite CRE?” About 100 lenders in the room were polled on their outlook for…

March 11, 2026 Bob ColemanFounder & Publisher America West Returns June 3–5, 2026 with Expanded Focus on SBA Portfolio Strategy The America West conference, a regional gathering for SBA lenders, will return June 3–5, 2026, in Sonoma Valley, California, with a refreshed format aimed at deeper discussion of portfolio management, risk, and program growth. The…

March 10, 2026 Bob ColemanFounder & Publisher SBA Hot Topic Tuesday: SBA 7(a) Top 100 Lenders as of 2/28/26

March 9, 2026 Bob ColemanFounder & Publisher Main Street Monday: QuickBooks Data Shows Revenue and Jobs Falling at America’s Smallest Businesses in February This study tracks the smallest businesses in America: firms with one to nine employees. The data comes directly from QuickBooks customer records, covering more than 533,000 small businesses across the United States. …

March 6, 2026 Bob ColemanFounder & Publisher Fraud Friday: The $1 Million SBA Loan That Never Existed In the fall of 2023, the co-owners of a local children’s music school in Fairfield, Connecticut, filled out an online form seeking information about a business loan. Shortly afterward, they were contacted by someone claiming to represent Merchant…

March 5, 2026 Bob ColemanFounder & Publisher Movers & Shakers: Brett Bawden, Mark Davis, & Tyler Hegemann Truliant Appoints Brett Bawden as SBA Officer for Western U.S. “Truliant has one of the strongest SBA 7(a) lending platforms in the country, especially for business acquisition,” Bawden says. “The opportunity to expand that reach across the western…

March 4, 2026 Bob ColemanFounder & Publisher A Coleman Conversation: Zach Balmer In this week’s episode of A Coleman Conversation, Bob Coleman sits down with Zach Balmer, SBA Business Development Officer at Lexicon Bank, to explore his journey from starting as a bank teller in Idaho to becoming a national SBA lender serving all 50…

SBA Hot Topic Tuesday —  SBA Secondary Market LoanList Enhancements LoanLIST is a secondary market application that allows stakeholders to research loan information and payment history. The application provides up‑to‑date loan and payment data to enable users to perform their business procedures, e.g., Pooling, Asset Sale.  Effective February 19, 2026, several LoanLIST enhancements will be…

Softening traffic, lingering inflationary pressure, and growing competition not only from other QSR concepts but also from grocery-prepared foods are forcing operators to get sharper on pricing. But consumer expectations of value have evolved. It is no longer just about the lowest price. It is portion size, perceived quality, menu variety, and customization. Value has…

February 27, 2026 Bob ColemanFounder & Publisher Banker Takes $26,000 in Bribes, Loses Career, Faces Federal Prison  Edward Low, a former TD Bank employee based in New York, admitted to accepting at least $26,700 in bribes in exchange for exploiting his internal bank access to facilitate fraud schemes that resulted in losses of more than…