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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 Amazon’s brick-and-mortar plans and thoughts from Bain’s Ryan Cotton.
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PRIME CUTS: Amazon to close all Amazon Fresh and Amazon Go stores, but plans to open more than 100 new Whole Foods locations. Read more here.
RATE TALK: Ryan Cotton of Bain Capital discusses interest rates and institutional allocations. Read more here.
REIT RETREAT: REIT IPOS have disappeared as investors favor private vehicles. Read more here.
… which leads to …
PRIVATE PROPERTY: Ares and Makarora move to take Plymouth Industrial REIT private. Read more here.
DATA CENTERS: Data center cancellations quadrupled in 2025, with 25 projects halted. Read more here.
DATA CENTERS: Microsoft wins approval to build 15 more data centers at moth-balled Foxconn site in Wisconsin. Read more here.
DATA CENTERS: Affinius Capital raises $630M in hyperscaler data center fund. Read more here.
DATA CENTERS: Large data center campus proposed in North Carolina’s Piedmont Triangle area. PLAYER: David Couch. Read more here.
DATA CENTERS: OpenAI and SoftBank back SB Energy with $1B. Read more here.
➡ Want to go deeper on InfoTech alts? Subscribe to Data Center View.
SOLAR: Clean Energy Alliance and Luminia launch Solar Plus Business program to expand local clean energy projects in Southern California. Read more here.
WIND: Arroyo Investors and ONCEnergy buy Whirlwind Energy Center, a 60MW wind farm in Texas. PLAYERS: Martin Mugica, Brandon Wax. Read more here.
RENEWABLES: Washington state takes urgent steps to speed green energy projects after ranking last nationally in renewable growth. Read more here.
RENEWABLES: Energy Department cancels $1.8B Arizona utility clean energy loan that would have funded battery energy storage project. 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.
