10Y UST5.00%+0.81%30Y MTG7.32%-1.08%SOFR3.93%+0.26%VNQ$92.53-0.69%XLRE$42.48-0.75%FED FUNDS3.88%
Real Estate Trail
Institutional Press Wire
HousingWire · Capital

Mortgage delinquency rate rises to 3.66% in September, ICE says

Via HousingWire · October 27, 2026
Compiled by Real Estate Trail Editorial · October 27, 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

On the RET wire

  • Disclosed capital deal value tracked in October 2026: $21.9B across 47 reported transactions.

Computed from Real Estate Trail’s own tracked coverage

Excerpt from HousingWire:
ICE First Look report: Active foreclosure inventory rose 37% to hit its highest level since early 2019
Read the full article at HousingWire →

External link. Real Estate Trail does not republish source content.

Related coverage — Capital

Commercial Observer · Capital

With Data Centers, Lenders Are Getting a Lot More Selective

The rising profile of data centers in commercial real estate investment — and in the body politic — is making lenders more guarded about where, and to whom, they loan money. The greater scrutiny could actually turn ou…

39m ago