Quay Global Real Estate Fund Monthly Update: Fund Returns -3.26% for September 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: $7.9B across 28 reported transactions.
Computed from Real Estate Trail’s own tracked coverage
External link. Real Estate Trail does not republish source content.
Related coverage — Capital
CMBS Special Servicing Rate Climbs to New Post-2013 High
The Trepp CMBS special servicing overall rate rose seven basis points in September to 11.49%, its highest level since February 2013. The seven-bp increase followed a steeper 33-bp increase in August, which reversed Ju…
Executive SUV Savings: Discover Exclusive Mercedes-Benz GLS Specials near Phoenix
Mercedes-Benz of Scottsdale launches an online resource showcasing flexible financing terms and lease opportunities on full-size luxury SUVs. SCOTTSDALE, Ariz., Oct. 14, 2026 /PRNewswire/ -- Local drivers seeking prem…
Form 4 Bluerock Private Real Estate Fund: Ramin Kamfar (Director) For: 12 October
GSEs target income and occupancy to cut buyback risk
Mortgage giants are deploying tech to flag occupancy risk and income defects upfront
BSR REIT to Report Third Quarter 2026 Financial Results on November 11, 2026
LITTLE ROCK, Ark. and TORONTO, Oct. 14, 2026 /PRNewswire/ -- BSR Real Estate Investment Trust (the "REIT") (NYSE: BSRT) (TSX: BSRT.UN) announced today that it will release its 2026 third quarter financial results afte…
Greenberg Traurig Advises Brandywine on Philadelphia Office Building Deal with Burlington Stores
PHILADELPHIA, Oct. 14, 2026 /PRNewswire/ -- Global law firm Greenberg Traurig, LLP represented Brandywine Realty Trust (NYSE: BDN) in the disposition of a 441,000-square-foot office building in Philadelphia to Burling…