Together with
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 how REITs are outperforming other asset classes and AI’s influence on bank lending decisions.
Today’s issue is sponsored by DealNav - the simple and affordable CRM and deal management tool with an easy interface and integrated map.


THE REIT STUFF: REITs beat private real estate by nearly 2%, CEM study of pension plans finds. Read more here.
LENDER.EXE: AI exposure increasingly influences bank lending decisions, Fed survey shows. Read more here.
BAN BLOCK: Congress stalls Trump proposal to ban institutional investors from buying single-family homes. Read more here.
INN CREDIBLE: Hotel investment momentum strengthens in 2026 as capital markets and investor confidence rebound. Read more here.

DATA CENTERS: PowerHouse signs long-term hyperscale lease for Northern VA data center. PLAYERS: Douglas Fleit, Brian Katz. Read more here.
DATA CENTERS: Monterey Park, CA, explores a permanent ban on data centers. Read more here.
DATA CENTERS: Vantage secures $2.4B loan from Ares Management Corp. Read more here.
DATA CENTERS: Skanska wins $1B in new data center projects. Read more here.
DATA CENTERS: QTS files plans for 2M SF data center campus outside Atlanta. Read more here.
➡ Want to go deeper on InfoTech alts? Subscribe to Data Center View.



FUNDING: Vision Ridge raises $2.4B for SAF IV, nearly doubling prior fund, fueling sustainable real assets investments. PLAYERS: Reuben Munger, Justin Goerke. Read more here.
ENERGY STORAGE: Aqua Metals to acquire Lion Energy, combining energy storage, software, and battery recycling into a single platform. PLAYERS: Steve Cotton, Tyler Hortin. Read more here.
SOLAR: Origis Energy secures $340M in tax equity capital for 413MW solar project in West Texas. Read more here.
SOLAR: Missouri Senate considers ban on solar development on farmland. Read more here.

→ Make someone’s day. Forward CREalts to clients and colleagues!
~~
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.




