October 29 - CRE deals hit a 4-year high — plus a $9B grid bet

Co-working gains share, CRE deal volume rebounds, and investors race to finance data centers and the power grid supporting them.

October 27 - Data centers are boosting yard rents — and retail investors keep shopping

Investors chase industrial yards, small-bay warehouses and senior housing debt while retail deals span convenience stores, grocery-anchored centers and ambitious redevelopments.

October 26 - Amazon’s data center U-turn — plus office deals at deep discounts

Amazon pivots away from Virginia data centers, investors make moves in industrial, retail and senior housing, and distressed office deals keep reshaping downtown markets.

October 22 - A steel mill’s AI makeover — plus $2B in apartment deals

A shuttered steel mill could become a data center, Apollo is investing billions in apartments, and institutional buyers are targeting grocery-anchored retail and modern warehouses.

October 21 - A $1B senior housing sale? Plus CBRE’s big data center bet

Senior housing may be headed for a billion-dollar sale, while data center demand reshapes warehouse markets and real estate services.

October 20 - A dead mall’s AI makeover — and a $375 million real estate deal

A shuttered mall could get an AI-driven second life, institutional capital is consolidating, and property owners face fresh financing and power challenges.

October 19 - A 1.1M SF warehouse deal... and a tire plant’s next life

Investors are trading industrial portfolios, transforming a former tire plant and buying retail assets in growing markets.

October 15 - Brookdale’s $290 million senior housing move — plus a $718 million warehouse deal

Senior housing changes hands, industrial portfolios attract big financing and life sciences investors keep building out the Research Triangle.

October 14 - A dead mall’s next act — and a 1-gigawatt data center

Data centers keep expanding, industrial assets change hands, and a dead mall gets a potential second life as logistics space.

October 13 - CRE’s next opportunity may be hiding in plain sight

Investors are eyeing existing properties, factory development is accelerating, resort assets are changing hands, and data centers are straining the grid.

October 8 - A golf course is worth $17.9M — but what happens next?

Golf-course redevelopment, detention facilities, rising rates and manufacturing incentives show how alternative CRE is evolving.

October 7 - The $6 billion bet powering the AI real estate boom

AI power demand, senior housing investment, data center grid constraints and casino debt are reshaping alternative CRE.

October 6 - Data centers are losing their tax breaks

Data center backlash, resilient gas stations, senior housing demand and industrial investment are reshaping alternative CRE.

October 5 - The Big-Box Boom Is Back — But Who Needs All That Space?

Big-box construction, senior housing demand, strong retail sales, and self-storage stress are reshaping alternative CRE.

October 1 - This $6T AI data center bet has a $4.2T problem

AI's massive infrastructure bet, shuttered schools, shifting property values and cold storage rules are reshaping CRE.

September 30 - Robotaxis are quietly snapping up industrial space

Robotaxis expand their industrial footprint. Retail investors chase stability. Edens builds a bigger war chest. CRE debt hits $5.1T.

September 29 - CRE’s $107B boom has a catch

Construction costs squeeze projects. CRE megadeals mask slower trading. Data centers rethink power. Grocery centers change hands.

September 28 - CRE’s $119B pivot meets an $18B AI debt problem

Alts fundraising shifts hard. AI data centers face debt questions. Hollywood gets a loan reprieve. Offices go residential.

September 24 - 17 IOS Properties. 5 Markets. One Big Deal.

IOS gets institutional. Industrial expands west. Seniors housing heats up. Student housing gets bigger.

September 23 - AI is quietly transforming the warehouse market

AI fuels warehouse demand. Debt crunch gets delayed. Affluent shoppers trade down. Big-box retail gets playful.

September 22 - Foreign Investors Have Their Eyes on U.S. CRE

Foreign investors target alternative CRE. CRE deals shift toward smaller markets. Student housing faces new headwinds. Senior housing occupancy tops 90%.

September 21 - Who Owns the Moon? CRE Is Starting to Ask

September 17 - Fed raises benchmark rate to 3.75-4%, pushing CRE borrowing costs higher

The Fed raises rates. Opportunity Zones 2.0 create a tax-break scramble. Commercial buildings generate billions. CIBC refinances SkyREM portfolio.

September 16 - The biggest warehouses are making a comeback

$17B in data center debt. Curry sells HQ site. Airbnb's $250M housing bet. Big warehouses bounce back.

September 15 - Malls are now the top-performing CRE sector

Shopping malls stage a comeback. J.P. Morgan closes net lease fund. Longpoint buys Miami portfolio. Brookfield buys minority stake in AREP.