10Y UST4.73%+1.28%30Y MTG6.66%+0.15%SOFR3.65%+0.27%VNQ$96.44-1.24%XLRE$44.11-0.83%FED FUNDS3.63%
Real Estate Trail
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Commercial Observer · Capital

Commercial Real Estate Returns to Top of Investor Preference Survey

Via Commercial Observer · September 1, 2026
Compiled by Real Estate Trail Editorial · September 1, 2026

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

Excerpt from Commercial Observer:
SitusAMC is a commercial real estate services company that helps lenders and investors originate, transact, manage and value real estate assets throughout the full life cycle of a loan or property. Peter Muoio, PhD, i…
Read the full article at Commercial Observer

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