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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 massive ongoing potential in the IOS market and Cottonwood’s $1B special situation real estate fund.
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IOS IMPACT: Industrial outdoor storage delivers double the rent growth and half the vacancy of bulk warehouse. Read more here.
SPECIAL SITUATION: Cottonwood raises $1B for special situations real estate fund. Read more here.
DEMAND DROP: Lumber — a leading indicator for housing demand — hits lowest price of the year. Read more here.
ENERGY IPO: Rick Perry’s Fermi REIT files IPO to fund massive Amarillo, Texas, energy and data campus. Read more here.
PRIVATE PRISONS: ICE plans to double its detention capacity by the end of the year. Read more here.
SELF-STORAGE: SmartStop Self Storage acquires Class A facility in Rahway, New Jersey. Read more here.
SMALL BAY: Small industrial demand surges in greater Philadelphia but construction costs stall new projects. Read more here.
SMALL BAY: Speed Bay Warehouse Solutions receives $100M loan for flex-industrial park in Phoenix. Read more here.
IOS: Realterm and Stotan form JV on Laredo, Texas, IOS facility. Read more here.
COLD STORAGE: Agile Cold Storage buys LA portfolio from Link Logistics for $55M. Read more here.
Want deeper insights on industrial alts? Subscribe to IOS List, Small Bay List, and Cold Storage List.
SENIOR HOUSING: Harrison Street sells five senior housing communities in New York for over $600M. Read more here.
STUDENT HOUSING: UConn opens first dedicated student housing in downtown Hartford with 55 apartment-style units. Read more here.
SENIOR HOUSING: Sonida Senior Living acquires $15.6M senior housing community in Dallas-Fort Worth suburb. Read more here.
SENIOR HOUSING: Active Senior Concepts begins construction on $285 million retirement resorts in Atlanta metro area. Read more here.
BTR: Build-to-rent single-family communities gain popularity in Tampa Bay amid rising home costs. Read more here.
Want deeper insights on housing alts? Subscribe to BTR List and Student Housing Daily.
MEDICAL OFFICE: Orlando health systems invest billions in new medical facilities across Central Florida. Read more here.
MEDICAL OFFICE: Woodside Health and Heitman acquire 60,000 SF Sugar Land Physicians Center in the Houston area. Read more here.
LIFE SCIENCE: Tarlton Properties secures $105M loan for pre-leased Austin, Texas, life science office. Read more here.
DISTRESSED: 1.2M SF distressed Denver office park to sell for half its 2018 value. Read more here.
Want deeper insights on office alts? Subscribe to Med Office List.
EXTENDED STAY: Marriott and Noble break ground on 10th StudioRes extended-stay hotel. Read more here.
EXTENDED STAY: OTO Development acquires first Texas hotel with Hyatt House Dallas/Uptown purchase. Read more here.
BOUTIQUE: Arlington Family Offices acquires controlling interest in Harpeth Franklin Downtown hotel in Tennessee. Read more here.
BOUTIQUE: Ariel Property Advisors arranges $45M financing for Cassa Hotel acquisition and renovation in Midtown Manhattan. Read more here.
STR: U.S. investor home purchases fall to lowest second-quarter level since 2020. Read more here.
DATA CENTERS: CleanArc Data Centers to build $8.8B campus in Caroline County, Virginia. Read more here.
DATA CENTERS: HydraVault plans liquid-cooled 20MW data center in downtown Chicago for AI and finance. Read more here.
DATA CENTERS: Google to build $9B data center in Chesterfield, Virginia, starting late 2025. Read more here.
DATA CENTERS: Tract expands into Iowa with 453 acre data center site in Altoona. Read more here.
SOLAR: New York-based Greenwood Sustainable Infrastructure acquires 556MW Homestead Solar Project in Alberta — Canada’s 2nd largest solar development. Read more here.
Want to go deeper on InfoTech alts? Subscribe to Data Center View.
RV PARKS: Northgate Resorts expands portfolio with acquisition of five parks in California, Oregon, and Virginia. Read more here.
MARINAS: Seager Marine acquires R&K Marina to expand presence on Rushford Lake in New York. Read more here.
MARINAS: Windward Marina Group acquires Day Break Marina in Pensacola, Florida. Read more here.
STADIUMS: Chicago Bears confirm move to Arlington Heights after city sites deemed unviable. Read more here.
Insurance companies should be required to send you a nice present every year you don’t use the insurance
— #greg (#@greg16676935420)
3:14 PM • Sep 8, 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.
