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Good morning. Welcome to CREalts! Every day, we cover the top stories in alternative CRE sectors. One scroll saves you hours. Today, we learn about the 2026 outlook for CRE M&A and Prologis’ development plans.
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MERGER MISS: Commercial real estate M&A activity slowed in 2025 but is expected to pick up this year. Read more here.
PROLOGIS, RELOADED: Prologis plans $2.1B in development, favoring data centers over warehouses. PLAYERS: Chris Caton, Dan Letter, Tim Arndt. Read more here.
RETAIL REIT: KingSett and Choice Properties will acquire First Capital REIT for $9.4B. Read more here.
BOOM TO BUST? Has the US self-storage boom reached a tipping point? Read more here.
BTR: D.R. Horton sells BTR community in North Carolina for more than $31M. Read more here.
STUDENT HOUSING: Raintree sells 153-unit UCLA-area portfolio for $62.6M. PLAYERS: Joseph Grabiec, Gregory Harris. Read more here.
STUDENT HOUSING: Gantry arranges $14M refi loan for student housing property near UC Berkeley. PLAYERS: Tom Dao, Alex Poulos, Toby Judge. Read more here.
SENIOR HOUSING: In the past year, Harrison Street has completed $2B in sales. Read more here.
AFFORDABLE HOUSING: Eagle Real Estate and TriPost Capital launch $1.5B JV to acquire and convert West Coast multifamily assets into affordable housing. Read more here.
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MED OFFICE: 230,000 SF MOB in San Jose, CA, trades hands for $340M. PLAYERS: Ben Mohns, Jake Rohe. Read more here.
MED OFFICE: Montecito Medical acquires 44,000 SF Virginia Women’s Center in Mechanicsville, VA. PLAYERS: Rus Gudnyy, Chip Conk. Read more here.
VETERINARY: Chewy acquires Modern Animal vet clinic platform. Read more here.
DISTRESSED: Last year’s distressed office sale increase drives pricing reset for market. Read more here.
CO-WORKING: Rage rooms are hottest new co-working space amenity. Read more here.
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Disclaimer: The authors of CREalts are not finance or tax experts. This email is for educational use and not financial advice. Do your own research and consult with professionals before making financial decisions. Our content, which may contain affiliate links and sponsor posts, is subjective and not to be used as the only basis for such decisions. We are not responsible for any losses from relying on this information. Past performance of any asset is not indicative of future results.
