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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 JPMorgan’s plan to wind down its office- and industrial-heavy fund and declining Canadian CRE investment.
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


MAPLE LEAVES: Canadian CRE investment into US plunges amid tariffs, political tensions, diversification push. Read more here.
RATE EXPECTATIONS: Fed credibility at risk as central bank considers rate cuts while inflation surges. Read more here.
ROBOT REALTY: Dwelly attempts to raise $200M for AI-powered property management platform. Read more here.
FUND GOODBYE: JPMorgan to liquidate $1.5B real estate fund amid office losses, higher rates. Read more here.


DATA CENTER: KKR raises more than $10B for new AI infrastructure platform. Read more here.
DATA CENTER: Prime Data Centers breaks ground on $3B campus in Phoenix. Read more here.
DATA CENTER: I Squared Capital to purchase portfolio of 10 data centers from Cogent Fiber for $225M. Read more here.
DATA CENTER: Data center talent shortage creates partnership between Meta and CBRE. Read more here.
DATA CENTER: Construction of Minnesota hyperscale data center halted. Read more here.
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Power. Land. Capital. Delivery. The high-signal event for the major players in Southeastern data center corridors. Get in the room here→ LINK


ENERGY: DigitalBridge Group to acquire ArcLight Capital Partners for up to $1.05B. Read more here.
ENERGY: How battery storage is becoming the hottest infrastructure asset in CRE. Read more here.
NEOCLOUD: Blackstone, Google launches $5B cloud venture to expand access to AI chips. Read more here.
SOLAR: Standard Solar buys 2 New York projects from EDF power solutions. Read more here.
SOLAR: PowerBridge acquires Enphase patent portfolio. 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.



