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 war’s impact on commercial real estate and the return of self-storage investors.
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
WAR ROOMS: Uptick in defense spending likely to trigger CRE boom. Read more here.
SPACE INVESTORS: As the housing market improves, self-storage is staging a comeback. Read more here.
MIXED BAG: Newmark posts record revenue for Q2 but expects full-year flatness. Read more here.
DISTRESS CALL: Work halted on a 3rd NYC office-residential conversion in under a month. Read more here.
DATA CENTER: Microsoft opens Fairwater AI data center in Mount Pleasant, WI, ahead of schedule. Read more here.
DATA CENTER: Realty Income, Cloud Capital form $1.4B JV. Read more here.
DATA CENTER: Hyperscale Data expands Michigan AI data center campus. Read more here.
DATA CENTER: QTS-linked entity acquires site for $14.5B Alabama campus. Read more here.
DATA CENTER: Virginia’s “Data Center Alley” is reshaping Northeast carbon market. Read more here.
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DATA CENTER DEALMAKERS - PANELISTS ANNOUNCED
Join hundreds of data center developers, investors, hyperscalers, power providers, and brokers for a premier data center event in Atlanta on October 7th. Hear from senior execs from AWS, NTT, SilverSphere Capital, QII and more!
Secure your tickets here: Data Center Dealmakers Tickets
*Only a few Early Bird tickets remain at a $100 discount
SOLAR: MN8 Energy agrees to buy Greenbacker for $375M. Read more here.
SOLAR: Tesla’s solar ambitions turn from residential to data centers. Read more here.
SOLAR: Altus Power Partners, New Leaf Energy partner on 5 Virginia community solar projects. Read more here.
ENERGY: EPA determines data center-only power facilities are exempt from Clean Air Act’s Acid Rain Program. 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.
