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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 need-to-know macroeconomic factors and a bill stymying the BTR industry.

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

BIG PICTURE: Here are 4 macroeconomic trends all CRE investors should be paying attention to. Read more here.

CAPITOL CHILL: Housing bill in Congress is paralyzing build-to-rent development… despite not being passed yet. Read more here.

… meanwhile, across the pond…

GORBLIMEY: Oaktree considers $1.6B IPO for UK/Ireland BTR REIT. Read more here.

UP IN SMOKE: New state regulatory scheme could derail Texas’s $8B hemp retail industry. Read more here.

STUDENT HOUSING: College Town Communities buys 528-bed community in Oxford, MS. Read more here.

STUDENT HOUSING: UC Berkeley to guarantee 2 years of on-camput housing for incoming freshmen. Read more here.

BTR: NASB provides $28.5M loan for build-to-rent community in Kansas City metro. PLAYERS: Tom DeGregorio, Graham Crain. Read more here.

BTR: Wan Bridge launches BTR community in DFW metroplex. PLAYER: Kelli Cone. Read more here.

SENIOR HOUSING: Harbert Management Corp. sells portfolio of 5 senior housing properties in 4 states. PLAYERS: Brian Landrum, Trent Johnson. Read more here.

Want deeper insights on housing alts? Subscribe to BTR List and Student Housing Daily.

Power. Land. Capital. Delivery. The high-signal event for the major players in Southeastern data center corridors. Get in the room here→ LINK

MED OFFICE: Anchor Health Properties buys MOB in Atlanta metro area. PLAYERS: Josh Gregory, Michael Lipton, and Jordan Selbiger. Read more here.

MED OFFICE: Big Sky Asset Management and Clarion Partners buy inpatient rehab facility in Denton, TX. PLAYERS: Julie Robinson, Jason Signor. Read more here.

MED OFFICE: Expected MOB growth shifts toward Sun Belt. Read more here.

LIFE SCIENCE: Life science office deliveries projected to slow down. Read more here.

DISTRESSED: Rialto Capital pushes for foreclosure on beleaguered Bay Area office building. 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.

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