Bank of America pegs 2027 mortgage volume at $1.72T, warns of 2023-style housing replay
Why this matters
Capital markets activity continues to be defined by the rotation from bank balance sheets to non-bank lenders. Private credit funds have raised record dry powder; banks have tightened CRE underwriting standards for the sixth consecutive quarter. The result is a market where well-sponsored deals clear, and marginal credit pays a meaningful spread to do so. For LPs, the allocation conversation has shifted decisively toward real estate debt, with equity allocations being deployed more selectively into operator-led platforms.
Editorial analysis · Real Estate Trail Editorial
On the RET wire
- Disclosed capital deal value tracked in October 2026: $15.8B across 37 reported transactions.
Computed from Real Estate Trail’s own tracked coverage
Analysts see persistent lock-in effect and fading demand despite modest supply gains
External link. Real Estate Trail does not republish source content.
Related coverage — Capital
Purpose-Built Student Housing Near SDSU Has Financing in Place
Construction financing and equity has been assembled for 5077 College Ave., a Class A purpose-built student housing development adjacent to San Diego State University (SDSU). Terms were not disclosed. The project is a…
Zillow brings specialized housing intelligence to Claude, with a path to tours, agents and financing
A new connector brings real home listings, interactive maps and affordability tools into Claude, built on two decades of Zillow housing data SEATTLE, Oct. 19, 2026 /PRNewswire/ -- A Zillow® experience is now available…
Newmark Launches Industrial Outdoor Storage Practice, Expanding Capabilities Across North America
Specialized advisors will serve owners and occupiers of industrial outdoor storage (IOS) assets, a property type whose rents have risen 123% since 2020, more than double the growth of bulk warehouse. NEW YORK, Oct. 19…
International Luxury Hotel Association Adds Investment, Development and Brand Sessions to INSPIRE 2026 Agenda
Xenia Hotels & Resorts President and COO Barry Bloom joins Fort Hospitality's President Keith Space and JF Capital's Founder & CEO Jonathan Falik for a conversation on where luxury hotel capital is heading in 2027 ORL…
The Sun Rose Residences Unveils Forbes Travel Guide VERIFIED™ Luxury Residences Designation
Residents, board members, development and sales partners and FirstService Residential associates gather to celebrate a shared commitment to exceptional service WEST HOLLYWOOD, Calif., Oct. 19, 2026 /PRNewswire/ -- The…
Anchor Loans Provides $58.5 Million in Vertical Construction Financing for Two Build-to-Rent Communities in Deltona, Florida
Financing for repeat borrower Agador Spartacus Development will support 279 build-to-rent homes across two adjacent communities THOUSAND OAKS, Calif., Oct. 19, 2026 /PRNewswire/ -- Anchor Loans, a leading private real…