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Oliver Buchannon
Katherine Peach

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

Oct 2, 2025

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13 min read

October 2 - Private CRE fundraising rebounds in 2025 with $129B surge

Private CRE investing enjoys a rebound. However, private capital prefers traditional asset classes over alts. The IOS market enjoys $900M in investments in 2025. Data centers lead to higher wholesale electricity costs.

CREalts Daily

Sep 30, 2025

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14 min read

September 30 - Why build-to-rent is going strong across multiple generations

Leasing demand spurs BTR boom. RXR launches $3.5B office investment platform. OpenAI rolls out $500B expansion. Activist investors want Six Flags to sell real estate.

CREalts Daily

Sep 25, 2025

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13 min read

September 25 - Fed rate cut could boost CRE market, but risks remain

How the Federal Reserve's latest move could affect the CRE market. Nuveen's $3B private farmland REIT. UPS's postal property sale. Vanderbilt U's insatiable thirst for campuses.

CREalts Daily

Sep 23, 2025

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13 min read

September 23 - Could $12T in 401(k) savings be headed for commercial real estate?

A potential cash infusion for the CRE industry. Drake's CRE investing strategy. The Washington Commanders go home. EV truck charging hubs as a new asset class.

CREalts Daily

Sep 18, 2025

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13 min read

September 18 - How the AI Center Boom Is Supercharging IOS Demand

Why you need IOS for your data center. Asimov Capital launches AI CRE underwriting platform. NFL stars launch real estate venture. LuxUrban Hotels files for Chapter 11.

CREalts Daily

Sep 16, 2025

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12 min read

September 16 - Morgan Stanley now predicts 3 Fed rate cuts by end of 2025

Fed rate cut predictions. Pension commitments to CRE alts. Family offices target CRE deals. Griffin Capital launches BTR platform.

CREalts Daily

Sep 11, 2025

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13 min read

September 11 - IOS delivers double the rent growth, half the vacancy

IOS market continues to outpace bulk warehouse. Cottonwood raises $1B for its real estate fund. Lumber demand drops. Energy and data campus IPO. ICE plans more private prisons.

CREalts Daily

Sep 9, 2025

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12 min read

September 9 - BGO turns to AI to target undervalued real estate markets

BGO gets help from the robots. Goldcrest Farm Trust closes $300M farmland fund. NC Retirement fund commits $350M to logistics and BTR. A major threat to student housing.

CREalts Daily

Sep 4, 2025

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14 min read

September 4 - Activist Investors Target Rexford Industrial REIT

Elliott Investment takes a major stake in Rexford. Peakstone sells a portfolio of properties. Winding down senior housing operations. A luxury hotel portfolio sale.

CREalts Daily

Aug 28, 2025

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13 min read

August 28 - Wells Fargo adds alternative assets to UMA platform via InvestCloud partnership.

Wells Fargo expands UMA platform. CBRE buys green energy giant. Cushman & Wakefield sells Long Island site for cold storage. Student housing rent slows as scholars turn practical.

CREalts Daily

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