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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 executive order that could send trillions of dollars into CRE and Drake Real Estate’s CRE alt strategy.
Today’s issue is sponsored by DealNav - the simple and affordable CRM and deal management tool with easy interface and integrated map.
ACQUIRE AND RETIRE: Trump plan could steer $12T in 401(k) retirement savings toward commercial real estate. Read more here.
NICHE RICHES: Drake Real Estate targets overlooked CRE alts with hands-on strategies, delivering 20%+ IRR and strong multiples Read more here.
CAPITAL KICKOFF: Washington Commanders secure D.C. Council approval for $2.7B stadium project on site of former home. Read more here.
WATT WORKS: EV truck charging hubs could become a new CRE asset class, blending logistics, land, and energy infrastructure. Read more here.
COLD STORAGE: Georgia Ports expands cold storage to 2.4M SF with new MEDLOG facility. Read more here.
IOS: JPMorgan affiliate buys 8 AC industrial outdoor storage yard in South Jersey for $10.4M. Read more here.
IOS: Patriot IOS signs a lease with USA Storage Yards for 4 AC in Lakeland, Florida. Read more here.
SMALL BAY: BKM Capital Partners and Kayne Anderson buys Phoenix small bay portfolio for $167.9M. Read more here.
SHALLOW BAY: Equus Capital buys 6-warehouse Maryland portfolio for $102.6M, plans upgrades and improvements. Read more here.
Want deeper insights on industrial alts? Subscribe to IOS List, Small Bay List, and Cold Storage List.
STUDENT HOUSING: Landmark Properties and Manulife open fully leased 860-bed student housing in Tallahassee, Florida. Read more here.
STUDENT HOUSING: Marcus & Millichap sells 87-bed student housing property near University of Wisconsin–Whitewater. Read more here.
STUDENT HOUSING: Greystar breaks ground on 352-bed Hornet Place student housing near Sacramento State University. Read more here.
BTR: McCarthy completes Twelve Oaks build-to-rent community in Austin area with 218 single-family homes. Read more here.
BTR: CBRE brokers sale of two Woodbury, Minnesota, build-to-rent communities totaling 170 units. Read more here.
Want deeper insights on housing alts? Subscribe to BTR List and Student Housing Daily.
IOS: October 7, 2025 | Dallas, TX
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The premiere real estate investment conference exclusively focused on the unique needs and challenges of investing in, owning, and operating industrial outdoor storage properties.
DISTRESSED: Office Properties Income Trust shares plunge 29% amid potential bankruptcy concerns. Read more here.
DISTRESSED: Shorenstein office tower in Philadelphia enters receivership after 36% valuation drop. Read more here.
DISTRESSED: Lincoln Property secures $43.5M refinancing for Atlanta apartment project plus distressed office complex. Read more here.
CO-WORKING: Cloudflare to open offices as free coworking spaces for startups starting in 2026. Read more here.
MEDICAL OFFICE: Marcus & Millichap sells Milford, Massachusetts, medical office park for $4.1M despite 25% vacancy. Read more here.
Want deeper insights on office alts? Subscribe to Med Office List.
INDUSTRY TREND: Hoteliers delay or scale back projects as rising costs and weak demand hit US travel sector. Read more here.
BOUTIQUE: Montage Intl. buys Sagamore Pendry hotel, signaling confidence in Baltimore’s luxury market. Read more here.
BOUTIQUE: Sultan of Brunei and Saudi investor reportedly eye $2B purchase of NYC’s Pierre Hotel. Read more here.
BOUTIQUE: Silver Creek buys former Wagner Hotel for $110M, plans luxury repositioning in NYC’s Battery Park City. Read more here.
STR: Casago taps local franchise to manage 50-plus former Vacasa vacation rentals in Coeur d’Alene, Idaho. Read more here.
This is another interesting one. "At what cap rate would you aggressively deploy capital?"
Survey says for multifamily: 6.6%.
That's ~100 bps above current average.
In other words: Most investors are still sidelined.
— #Jay Parsons (#@jayparsons)
1:37 PM • Sep 16, 2025
NUCLEAR: Bank of America sees $10T nuclear market as key to powering AI and electrification boom. Read more here.
SOLAR: SunPower to acquire Sunder Energy, expanding US solar footprint and doubling states coverage. Read more here.
DATA CENTERS: Ciena to acquire Nubis Communications for $270M to boost AI data center connectivity. Read more here.
DATA CENTERS: Denver developer plans $1.2B hyperscale data center campus on 700 AC site. Read more here.
DATA CENTERS: St. Louis investor plans $25M Armory purchase to build two data centers in city. Read more here.
Want to go deeper on InfoTech alts? Subscribe to Data Center View.
ADULT VENUES: RCI Hospitality executives allegedly used lap dances to dodge $8M in taxes. Read more here.
MARINAS: Mansford sells national UK marina portfolio boatfolk to Premier Marinas after strategic upgrades. Read more here.
MARINAS: Centerbridge and KSL explore marina sales amid booming superyacht demand. Read more here.
RV PARKS: Local couples buy KOA campground in central Arizona. Read more here.
Gotta love how the U.S. buys a 10% stake in Intel right before Nvidia invests $5 billion in the company, causing the stock to surge 30%. It’s almost like they knew!
— #Douglas A. Boneparth (#@dougboneparth)
12:55 PM • Sep 18, 2025
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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.
