10Y UST4.74%+1.07%30Y MTG6.65%-0.30%SOFR3.65%VNQ$99.40+0.30%XLRE$45.46+0.29%FED FUNDS3.63%
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HousingWire · Capital

Mortgage rates jump as Treasury buyback plan fails to cut costs

Via HousingWire · August 25, 2026
Compiled by Real Estate Trail Editorial · August 25, 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 August 2026: $31B across 35 reported transactions.

Computed from Real Estate Trail’s own tracked coverage

Excerpt from HousingWire:
Treasury buybacks start Sept. 9, but 30-year conforming rates rose to 6.92% and jumbo rates to 7.14% this week
Read the full article at HousingWire →

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