China Mines 79% of World Tungsten. The U.S. Answer Needs Land
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 September 2026: $23.5B across 49 reported transactions.
Computed from Real Estate Trail’s own tracked coverage
VANCOUVER, BC, Sept. 16, 2026 /PRNewswire/ -- American News Group News Commentary - The U.S. Geological Survey put Chinese mine output at 67,000 of the world's 85,000 tonnes of tungsten in 2025, close to 79% of global…
External link. Real Estate Trail does not republish source content.
Related coverage — Capital
Exclusive: CrossCountry Mortgage demands payment from former LOs, threatens litigation
Documents obtained by HousingWire point to some $2.3M in refis for two LOs and demand total repayment of more than $17K
Weil Leases Add Pressure To $3B In CMBS Loans, KBRA Says
Weil Wind-Down Puts $3B In CMBS Loans At Risk, KBRA Says
Eastern Bank Lends on Adaptive Reuse of Former New London Newspaper Headquarters
Eastern Bank led the financing for High Tide Capital LLC’s redevelopment of The Day Building in downtown New London, CT. Eastern is providing $16.9 million in construction-related financing to support the conversion o…
NEUBERGER REAL ESTATE SECURITIES INCOME FUND ANNOUNCES MONTHLY DISTRIBUTION
NEW YORK, Oct. 30, 2026 /PRNewswire/ -- Neuberger Real Estate Securities Income Fund Inc. (NYSE American: NRO) (the "Fund") has announced a distribution declaration of $0.0312 per share of common stock. The distributi…