10Y UST4.96%30Y MTG6.95%+2.81%SOFR3.87%+0.52%VNQ$91.45-2.52%XLRE$41.84-1.76%FED FUNDS3.88%
Real Estate Trail
Institutional Press Wire
HousingWire · Capital

Before you say no: 5 borrower scenarios modern LOs can’t afford to miss

Via HousingWire · September 24, 2026
Compiled by Real Estate Trail Editorial · September 24, 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 September 2026: $13.4B across 34 reported transactions.

Computed from Real Estate Trail’s own tracked coverage

Excerpt from HousingWire:
Recognizing reverse mortgage opportunities and offering the right home equity solutions starts with asking better questions
Read the full article at HousingWire

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

Related coverageCapital

Connect CRE

Hendrie Lane JV Acquires Andover Manufacturing Portfolio

Hendrie Lane Capital, V12 Investments, and The Zaro Group acquired 3 & 6 Riverside Dr., a two-building, 170,771-square-foot research and development and advanced manufacturing portfolio in Andover, MA, for $43.5 milli…

11h ago