Realty Income to Present at Bank of America's 2026 Global Real Estate Conference

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. San Diego life sciences vacancy remains the lowest in the major life-science clusters, and multifamily fundamentals continue to be supported by a coastal supply ceiling. 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

• The eleventh San Diego story tracked on the wire in September 2026. All San Diego coverage →
• Disclosed capital deal value tracked in September 2026: $7.8B across 24 reported transactions.
• 17 stories mentioning Realty Income on the wire in the past 90 days. Realty Income coverage →

Computed from Real Estate Trail’s own tracked coverage

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