Mortgage applications down 1.2% as ARM share rises
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 November 2026: $2.7B across 8 reported transactions.
Computed from Real Estate Trail’s own tracked coverage
ARM share rose to 11.4% while purchase applications fell 4% during the past week
External link. Real Estate Trail does not republish source content.
Related coverage — Capital
Ember Stays Earns Another #1 Ranking for Vacation Rental Management in St. George
Airbtics ranks Ember Stays first among 28 vacation rental operators, recognizing strong guest satisfaction, occupancy, and property management performance. ST. GEORGE, Utah, Nov. 4, 2026 /PRNewswire/ -- Ember Stays ha…
JLL Arranges Permanent Financing for 124,720 SF Industrial Building in Edison, New Jersey
EDISON, N.J. — JLL has arranged an undisclosed amount of permanent financing for a 124,720-square-foot industrial building in the Central New Jersey community of Edison. The building at 111 Fieldcrest Ave. was constru…
Cushman & Wakefield Fortifies Balance Sheet With Strong Q3 Earnings
Cushman & Wakefield reported earnings growth across leasing and capital business lines as the brokerage prepares itself for the markets of tomorrow. With revenue reaching $2.8 billion in the third quarter of 2026, com…
SlateView Capital Buys 151-Unit Seniors Housing Community in Southern California
FOUNTAIN VALLEY, CALIF. — SlateView Capital has completed the acquisition of Parkview Estates, a 151-unit assisted living and memory care community located in Fountain View, approximately 40 miles southeast of Los Ang…
AI data centre investors are carrying the risk of power that arrives years late, IQ-EQ study warns
'Powering intelligence', launched in London on 3 November with the Sustainable Real Estate Forum, sets out a new governance framework for funds investing in AI infrastructure LONDON, Nov. 4, 2026 /PRNewswire/ -- Inves…
Chicago's Business Community Rallies for Kids: FirstService Residential and In Good Company Partners Raise $65,000 for Lurie Children's Hospital
14th Annual IGC Vendor Expo turns a day of connection into lasting support for children and families, lifting total giving to more than $375,000 since 2017. CHICAGO, Nov. 4, 2026 /PRNewswire/ -- When a child is seriou…