Matt H

The best source for industrial outdoor storage (IOS) information. Hot deal alerts, leasing trends, space available, and owner database!

Jan 14, 2026

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8 min read

January 14 - Avaio Digital plans $6B 'AI-ready’ data center near Little Rock, AR

Raleigh, NC, office development sells for $120M discount. Avaio Digital plans major Arkansas data center. IRS partnership audits grind to a halt. Realty Income, GIC form $1.5B cross-border partnership.

CREalts Daily

Jan 13, 2026

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11 min read

January 13 - AI data center boom reshapes rural America as Big Tech targets farmland

Big Tech's data centers are transforming rural America. BTR continues to grow despite potential roadblocks. AI adoption expands among construction firms. Multifamily dealmaking surged in Q4 2025.

CREalts Daily

Jan 12, 2026

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10 min read

January 12 - Infrastructure and private credit investments outpaced traditional real estate in 2025

Where investors allocated capital in 2025. MCB puts the pressure on Whitestone. Benefit raises record amount for RE debt fund. Migration patterns and CRE strategies.

CREalts Daily

Jan 8, 2026

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7 min read

January 8 - Brookfield makes $10B bet to become new 'landlord' of AI cloud

Brookfield bets big on AI. How many BTR units are currently under construction? BREIT offers a bonus to new investors. CH Robinson trims response time for customers.

CREalts Daily

Jan 7, 2026

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8 min read

January 7 - Polymarket and Parcl bring prediction markets to real estate

Natural gas is still preferred energy source for data centers. Polymarket and Parcl open real estate to prediction markets. Expect tough refi underwriting in 2026. Major JCPenney deal falls through.

CREalts Daily

Jan 6, 2026

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9 min read

January 6 - Alt investments surpass $1T in private wealth inflows

December delinquency rates. Alternative investments see more than $1T in inflows since 2000. Rural hospitals owned by REITs face elevated risks. Gen X leads the way in spending. Small bay industrial continues to outperform. MA mall trades at steep discount.

CREalts Daily

Jan 5, 2026

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8 min read

January 5 - Investors expect to build $1T in new data centers between 2025 and 2030

Huge data center spending planned. Pokémon cards come to the rescue. Mitt Romney wants an end to 1031 exchanges. Temporary warehouse leases plug the gaps.

CREalts Daily

Dec 19, 2025

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8 min read

The BE LOUD Thesis

The deal you never heard about. The capital source you didn't know existed. The broker who picked another buyer because you weren't top of mind.

CREalts Daily

Dec 18, 2025

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10 min read

December 18 - Top 25 industrial markets: Which metros are driving US logistics demand?

Top 25 industrial markets. Lotte Hotels buys NYC land. Deloitte report shows alts are growing in popularity. Sycamore takes loss on winery portfolio

CREalts Daily

Dec 16, 2025

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8 min read

December 16 - Scientists map 2.75B structures worldwide in first global 3D building atlas

Alts draw institutional investments. Blackstone partners with Harvest to buy $1B in CRE loans. Walmart teams up with Alquist to 3D print buildings.

CREalts Daily

Dec 11, 2025

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11 min read

December 11 - Investcorp buys 35-building US industrial portfolio for about $400M

Investcorp buys jumbo industrial portfolio. Brookfield and GIC prepare to bid for National Storage. SoftBank considers buying Digital Bridge Group. Riot Games buys its HQ

CREalts Daily

Dec 9, 2025

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16 min read

December 9 - Is child-care real estate poised to become next big alts category?

The child-care real estate market is valued in the tens of billions. New rule would allow appraisers to get certification without college degree. First Industrial faces activist investor pressure. Legendary filmmaker mortgages legendary building.

CREalts Daily

Dec 4, 2025

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16 min read

December 4 - Kayne Anderson raises $2.5B for needs-based real estate investments, including alts

Kayne Anderson raises billions for CRE alt investments. Patrick Carroll mounts a comeback. RealPage escapes the DOJ without any fines. Fort Worth is tops when it comes to permitting efficiency.

CREalts Daily

Dec 3, 2025

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3 min read

Happy Holidays from CREalts!

This was a banner year for alternative commercial real estate strategies. Rest up! Next year will be even bigger.

CREalts Daily

Dec 2, 2025

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15 min read

December 2 - Youth sports real estate expected to 7x to $262B by 2034

Yellow reaches a pension claim deal. Sport-anchored mixed-use properties are on the rise. Safehold names a new president. Nicklaus Cos. files for Chapter 11 bankruptcy protection.

CREalts Daily

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

Matt H

January 14 - Avaio Digital plans $6B 'AI-ready’ data center near Little Rock, AR

January 13 - AI data center boom reshapes rural America as Big Tech targets farmland

January 12 - Infrastructure and private credit investments outpaced traditional real estate in 2025

January 8 - Brookfield makes $10B bet to become new 'landlord' of AI cloud

January 7 - Polymarket and Parcl bring prediction markets to real estate

January 6 - Alt investments surpass $1T in private wealth inflows

January 5 - Investors expect to build $1T in new data centers between 2025 and 2030

The BE LOUD Thesis

December 18 - Top 25 industrial markets: Which metros are driving US logistics demand?

December 16 - Scientists map 2.75B structures worldwide in first global 3D building atlas

December 11 - Investcorp buys 35-building US industrial portfolio for about $400M

December 9 - Is child-care real estate poised to become next big alts category?

December 4 - Kayne Anderson raises $2.5B for needs-based real estate investments, including alts

Happy Holidays from CREalts!

December 2 - Youth sports real estate expected to 7x to $262B by 2034

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

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