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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 pesky stubborn Treasury rates and an oncoming wave of industrial demand.
Today’s issue is sponsored by Data Center Dealmakers: Southeast - join 500+ data center pros from QTS, Arcapita, Menlo Digital and others in the room where deals happen in Atlanta on October 8, 2026. Waitlist open here→ link
RATE LIMBO: CRE prices are up 0.4%, but high Treasury yields stall full recovery. Read more here.
LEASE & LET DIE: CBRE warns 1.7B SF of industrial lease expirations will spark major ‘flight to quality’ shift. PLAYER: John Morris. Read more here.
MALL RATS: Indoor shopping centers thrive, challenging ‘dead mall’ narrative. Read more here.
DEAL ESTATE: Savills scoops up Eastdil Secured for $1.1B. Read more here.
DATA CENTERS: CyrusOne sells 80,000 SF data center site in Mason, OH, for $2.3M. Read more here.
DATA CENTERS: Hyperscale Data forecasts $180-200M revenue in 2026. PLAYER: Milton “Todd” Ault III. Read more here.
DATA CENTERS: InfraPartners and Emerald AI create data center partnership. PLAYER: Bal Aujla. Read more here.
DATA CENTERS: Related and Oracle finalize $16B financing deal for Michigan data center. Read more here.
DATA CENTERS: $5B data center project proposed for Columbus, GA. Read more here.
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Power. Land. Capital. Delivery. The high-signal event for the major players in Southeastern data center corridors. Get in the room here→ LINK
SOLAR: Heelstone breaks ground on solar projects in Georgia and Michigan. Read more here.
SOLAR: Dimension Energy secured $650M in construction and term financing. Read more here.
SOLAR: New York state buys 20MW Hannacroix Solar farm. Read more here.
WIND: Revolution Wind’s 705MW offshore wind farm starts delivering power to New England grid. 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.
