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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 Blackstone’s data center acquisition strategy and how alts fundraising has started to slow down.
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AI POWER PLAY: Blackstone will launch a publicly traded company to acquire AI data centers, targeting tens of billions in funding. PLAYER: Stephen Schwarzman. Read more here.
CAPITAL CHILL: Alternative investment fundraising drops 27% in January 2026 to $14.1B as BDC sales slow sharply. Read more here.
CASH CROPS: Barings and Homestead launch a $300M partnership to expand agricultural lending across key US regions. PLAYERS: Gabe Santos, Daniel Little. Read more here.
FREIGHT EXPECTATIONS: OmniTRAX signs a long-term lease to build and operate Chicago’s largest 90 AC multimodal logistics hub. Read more here.
IOS: Almanac acquires minority stake in Alterra IOS. PLAYERS: Matthew Pfeiffer, Josh Overbay. Read more here.
IOS: Realterm provides $300M loan to GreenPoint Partners and Outpost. PLAYERS: Paul Sisson. Read more here.
SMALL BAY: Marcus & Millichap sells Chicago small bay portfolio for $20.4M. PLAYERS: Peter Doughty, Alex Gallicho, Brandon Houghtaling, Perry Mallinas, Tyler Sharp, Matt Smego. Read more here.
COLD STORAGE: ADUSA begins construction of $860M distribution center with cold storage in Burlington, NC. PLAYERS: JJ Fleeman, Sanja Krajnovic. Read more here.
SELF STORAGE: Storage Post acquires Newark self-storage facility. PLAYER: Robert Bloch. Read more here.
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QSR: Sonic sells 78 drive-ins to rapidly expanding multi-brand franchisee KBP Brands. PLAYERS: John Kelly, Mike Kulp. Read more here.
QSR: Restaurant Brands Intl. plans most new growth from Firehouse Subs, Tim Hortons, and Popeyes, not Burger King. PLAYER: Josh Kobza. Read more here.
NEIGHBORHOOD: Town Lane buys 2 shopping centers in the Raleigh-Durham area. Read more here.
NET LEASE: C-stores are dominating net least transactions. Read more here.
C-STORES: Monfort Cos. sells its ±80-store multistate convenience and fuel portfolio, fully exiting the sector. PLAYERS: Alon Mor, Cedric Fortemps, John Duni. 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.
