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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 how CRE remains an oasis of relative calm for investors and how fragmented energy rules are stymying development.
Today’s issue is sponsored by DealNav - the simple and affordable CRM and deal management tool with easy interface and integrated map.
CREDIT OASIS: CRE remains a safe haven as AI jitters slam private credit. Read more here.
RULE RUCKUS: A crazy quilt of energy rules is turning building compliance into a costly nightmare. Read more here.
PLANE PAIN: Airport noise could reduce your residential property values by 15-25%. Read more here.
OFF-WALL STREET: Family offices lean into alternative investments as markets turn volatile. Read more here.
IOS: Stockbridge buys remaining interest in $900M IOS portfolio. PLAYER: David Egan. Read more here.
IOS: Green Courte Partners buys 55 AC IOS portfolio in Columbus, OH. PLAYERS: Zachary Bonheyo, Jordan Kerger, Weston Devore, Nick Tomasone. Read more here.
SMALL BAY: Portal Warehousing and GCM Grosvenor form partnership to develop micro-bay suites. PLAYERS: Danielle Even, Alex Morrison. Read more here.
COLD STORAGE: Colliers sells tri-temp facility in Indianapolis metro area. PLAYERS: Alex Cantu, Alex Davenport, Jeff Devine, Steve Disse, Tyler Ziebel, Rachel Patten. Read more here.
SELF-STORAGE: The Storage Acquisition Group completes 18-facility self-storage acquisition. PLAYERS: William Sitar Jr., John Cranley, Andrew Burachinsky, and Monty Spencer. Read more here.
CO-WAREHOUSING: Industrious expands with 22,000 SF acquisition in Los Angeles. PLAYERS: Gentry Long, Natalie Levine. Read more here.
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GROCERY: Publix expands ownership of retail centers that it anchors. Read more here.
GROCERY: Grocery Outlet will close 36 under-performing stores. Read more here.
QSR: Marco’s Pizza to open more than 80 new locations in 2026. Read more here.
LUXURY: Manhattan flagship building sells to Richemont for $54.5M. PLAYERS: Jeff Sutton, Gary Phillips, Will Silverman, Harrison Sitomer. Read more here.
TRENDS: Retail CMBS delinquency rates have dropped, with necessity-based retail remaining strong. 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.
