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 growth of data centers in REIT allocations and a new data center JV.
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 7, 2026. Get your tickets here→ link
THE REIT STUFF: Data centers continue to be rising stars of REIT scene. Read more here.
HYPER-ACTIVE: Realty Income, Cloud Capital launch $6B hyperscale data center joint venture. Read more here.
BABY BOOMER BOOM: Green Street projects double-digit NOI growth for senior housing through next decade. Read more here.
MOMENT OF CLARITY: Many projects in expiring Opportunity Zones will continue to qualify for tax incentives. Read more here.
DATA CENTER: CyrusOne breaks ground on data center campus in Central Texas. Read more here.
DATA CENTER: Google backs Lake Mariner data center in western New York with $3.2B financial guarantee. Read more here.
DATA CENTER: Applied Digital lands 15-year hyperscale lease. Read more here.
DATA CENTER: Digital Realty buys Kansas City-area land for 600MW data center for $474M. Read more here.
DATA CENTER: The Big Tech companies with the biggest data center leases. 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: Enlight gets $2.6B financing for solar and storage campus in Arizona. Read more here.
WIND: Duke Energy settles with feds to end offshore North Carolina wind lease. Read more here.
ENERGY: Aston Power raises $20M Series A funding. Read more here.
ENERGY: Clean energy generation and storage contracts are replacing standalone renewable energy deals. Read more here.
ENERGY: Federal Energy Regulatory Commission will provide guidance on speeding up data center/electric grid connections. 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.
