Shelter Growth Capital Partners -Tue, 02/17/2026 - 17:06

Market Commentary: Residential Mortgage Loans | February 2026

It’s been an exciting beginning to 2026 for Residential Credit. In this piece we’ll provide market updates, discuss investing dynamics, current spreads and touch on the recent news…

Residential Mortgage Loans (RMLs) and RMBS have benefited from constructive technicals, resilient credit quality, and a growing number of ways for investors to access the sector. In our latest commentary, we break down year-to-date market performance, share our 2026 outlook for housing and origination volumes, explore where capital is flowing across residential private credit, and highlight the policy developments shaping the landscape.

From shifting buyer dynamics, attractive returns and evolving housing policy, there’s a lot to discuss.

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Contacts

Shelter Growth Capital Partners

Shelter Growth Capital Partners is a real estate credit focused, SEC-registered investment manager dedicated to building and managing diversified portfolios of residential and commercial real estate-related loans and securities. Shelter Growth’s clients benefit from the firm’s in-house direct lending platform which has acquired over $22 billion of residential and commercial real estate loans life-to-date. We believe that direct access to strong credit borrowers is essential to fully capitalize on the investment opportunities in residential and commercial real estate credit. We work with insurers to maximize risk-based capital returns in customized SMAs and other vehicles to meet desired risk/return metrics, providing a turnkey solution to efficiently access these sectors.

Scott Barringer
Head of Business Development
sbarringer@sgcp.com
Office: (203) 355-6109

750 Washington Boulevard
10th Floor Stamford
CT 06901

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