Archive | CREalts

Nov 25, 2025

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16 min read

November 25 - White House readies backup tariff plan

Trump admin plots Plan B if Supreme Court strikes down tariffs. State crackdowns on junk fees create havoc for landlords. Fannie Mae and Freddie Mac expected to hit lending caps for 2025. Healthcare REITs replace telecoms as top allocation for Q3.

CREalts Daily

Nov 20, 2025

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15 min read

November 20 - Southeast leads US in multi-tenant industrial sales with $5.2B in Q3

Southeastern industrial real estate is hotter than a Georgia summer. Global data center construction costs rise 5.5%. CBRE's loan sales team completes $62B in transactions. Virgin Hotels is looking for a new CEO.

CREalts Daily

Nov 18, 2025

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14 min read

November 18 - Morgan Stanley JV makes billion-dollar push into student housing’s hottest markets

Morgan Stanley makes $1B+ push into student housing. Data center rush creates unprecedented demand for electricians. AIMCO REIT to wind down. Rayonier and PotlatchDeltic to merge.

CREalts Daily

Nov 13, 2025

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16 min read

November 13 - Alternative CRE sectors drive cap rate divergence in 2025

A deep dive into CRE cap rates. Starwood boss says the robots are coming for CRE jobs. Sonder plans bankruptcy filing. Archer Aviation buys an LA airport.

CREalts Daily

Nov 11, 2025

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22 min read

November 11 - Peakstone Realty Trust to sell office assets, pivot to IOS

Peakstone to become IOS pure play. BKM Capital Partners and Terracore buy 3 small bay industrial parks in Phoenix area. Government shutdown roils hotel market. The top markets for real estate projects.

CREalts Daily

Nov 6, 2025

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17 min read

November 6 - Industrial outdoor storage becomes real estate’s quiet outperformer

IOS take center stage. CRE cap rates match interest rates. NSA and IRE launch self-storage JV. Related Cos. breaks ground on massive data center for Oracle and OpenAI.

CREalts Daily

Nov 4, 2025

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16 min read

November 4 - Blackstone reports increased deal activity as investor confidence returns to CRE

Blackstone reports increased deal activity. Saudi Arabia fund pivots from megaprojects to logistics. Warburg Pincus and Madison Intl. Realty form JV to invest in alts. Centerbridge and Reframe team up to buy self-storage.

CREalts Daily

Oct 30, 2025

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15 min read

October 30 - Cushman & Wakefield launches Quantitative Insights division to explore AI capabilities

CushWake goes AI. Greystar closes $1.27B private credit vehicle. Healthpeak reports over $1B in asset sales. CRE AI pilots fall short of goals.

CREalts Daily

Oct 28, 2025

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17 min read

October 28 - Data Center sales account for 10% of CBRE earnings

CBRE posts $700M in Q3 data center deals. Medical office demand stays high. Meta and Blue Owl form $27B joint venture. Outbound Hotels teams up with CoralTree

CREalts Daily

Oct 23, 2025

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16 min read

October 23 - US data center leasing hits record high

Oracle leads data center leasing push. High insurance rates lead states to consider price caps. Blackstone may buy UK storage giant. Lack of international students troubles college towns.

CREalts Daily

Oct 21, 2025

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15 min read

October 21 - Non-traded REIT redemption crunch eases as $56B backlog clears

REIT investor redemption queues get cleared. Deloitte expects a holiday retail sales slump. Hilton starts hotel owner education program. CMBS special servicing rate hits 10.65%.

CREalts Daily

Oct 16, 2025

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12 min read

October 16 - Industrial REITs lead dividend growth as 61% raise payouts year-to-date

Industrial REITs lead in dividend growth. EQT sells truck terminal portfolio. PotlatchDeltic and Rayonier set up timberland REIT. Noble Investment Group buys hotel portfolio.

CREalts Daily

Oct 14, 2025

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13 min read

October 14 - Rescue equity is slow to deploy as existing investors settle in

Investors choose patience over panic. Brooklyn film projects receive record clean energy loan. America's richest developer cuts ties with son. These are the 10 things BlackRock thinks investors should keep in mind.

CREalts Daily

Oct 9, 2025

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12 min read

October 9 - AI turns zoning data into real estate’s next major investment signal

AI puts emphasis on zoning data. Institutional LPs retreat from CRE equity. Florida ends commercial lease sales tax. Hotels expect World Cup reservation surge.

CREalts Daily

Oct 7, 2025

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13 min read

October 7 - Construction crane activity falls 44% across North America

Tumbling crane counts bode ill for building activity. Has the tide turned for PropTech? Prologis gets energy-hungry as it goes all-in on data centers. CrowdStreet tries a rebrand.

CREalts Daily

November 25 - White House readies backup tariff plan

November 20 - Southeast leads US in multi-tenant industrial sales with $5.2B in Q3

November 18 - Morgan Stanley JV makes billion-dollar push into student housing’s hottest markets

November 13 - Alternative CRE sectors drive cap rate divergence in 2025

November 11 - Peakstone Realty Trust to sell office assets, pivot to IOS

November 6 - Industrial outdoor storage becomes real estate’s quiet outperformer

November 4 - Blackstone reports increased deal activity as investor confidence returns to CRE

October 30 - Cushman & Wakefield launches Quantitative Insights division to explore AI capabilities

October 28 - Data Center sales account for 10% of CBRE earnings

October 23 - US data center leasing hits record high

October 21 - Non-traded REIT redemption crunch eases as $56B backlog clears

October 16 - Industrial REITs lead dividend growth as 61% raise payouts year-to-date

October 14 - Rescue equity is slow to deploy as existing investors settle in

October 9 - AI turns zoning data into real estate’s next major investment signal

October 7 - Construction crane activity falls 44% across North America

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