10Y UST4.90%-1.01%30Y MTG7.18%-0.83%SOFR3.94%-0.76%VNQ$96.23-1.84%XLRE$44.30-1.82%FED FUNDS3.88%
Real Estate Trail
Institutional Press Wire
Connect CRE · New York · Capital

New York People and Company News, Week of Nov. 6, 2026

Via Connect CRE · November 5, 2026
Compiled by Real Estate Trail Editorial · November 5, 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. New York continues to bifurcate sharply: trophy office leasing at record rents, commodity Class B in conversion discussions or court-supervised processes. Rent-stabilized multifamily remains supply-constrained and tightly held. 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

Computed from Real Estate Trail’s own tracked coverage

Excerpt from Connect CRE:
ORIX Corporation USA has appointed Lourdes (Fisher) Solis as managing director, head of capital formation – Americas. Based in New York, Solis will join ORIX USA’s capital formation & investor relations le…
Read the full article at Connect CRE →

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