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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 Sagard and La Caisse’s $360M IOS JV and CRE construction headwinds.
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 8, 2026. Waitlist open here→ link
LAND AND SEA: Sagard Real Estate and La Caisse launch $360M joint venture targeting industrial outdoor storage near US seaports. PLAYERS: Chad Messer, Rana Ghorayeb, Mark Bigarel. Read more here.
HARD HAT HEADWINDS: CRE construction backlog nears 4-year low as tariffs, Iran conflict, and slowing starts hit development pipeline. Read more here.
DEAL FLOW: CRE bidding across property sectors converges, signaling more balanced investment market in 2026. PLAYER: Richard Bloxam. Read more here.
AMPED: InfraPartners, Emerald AI partner to build flexible data centers that ease grid strain and cut energy costs. PLAYERS: Bal Aujla, Ayse Coskun. Read more here.
MARKET: Hotel stocks climb for 3rd straight month, outpacing broader market as investor sentiment improves. Read more here.
BOUTIQUE: Peregrine Hospitality expands Northern California footprint with acquisition of 2 boutique hotels. PLAYER: Greg Kennealey. Read more here.
BOUTIQUE: AMTD Digital unit buys Tribeca Hilton Garden Inn for $69M, plans “Art Newspaper House” conversion. Read more here.
EXTENDED STAY: Noble Investment Group buys 2 South Florida WoodSpring Suites hotels for $16.5M. Read more here.
EXTENDED STAY: Chatham Lodging Trust buys 6 Hilton-branded premium-branded and extended-stay hotels for $92M. Read more here.
Power. Land. Capital. Delivery. The high-signal event for the major players in Southeastern data center corridors. Get in the room here→ LINK
STADIUM: Construction begins on $280M Homestead Sports Performance Hub with stadium, hotel, and training academies in Miami. Read more here.
RV PARKS: US-based Sun Communities explores sale of UK Park Holidays manufactured recreational housing parks. Read more here.
RV PARKS: New ownership takes the reins at Wisconsin’s 225 AC Red Barn Campground. Read more here.
CAMPGROUND: Richmond KOA Holiday campground in Indiana sold to global resort pros. 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.
