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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 listed REITs outperform open-end funds and SpaceX’s planned Houston facility.
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. Waitlist open here→ link
THE REIT STUFF: US listed REITs show resilience, outperform ODCE funds. Read more here.
CHIP SHOP: SpaceX plans $55B Terafab chip facility in Southeast Texas. Read more here.
LOGISTICS LEGEND: Amazon launches Supply Chain Services, positions self as full-scale, 3rd-party logistics provider. Read more here.
AUTOMATION ALLIES: AI is now leading driver of change in corporate real estate. Read more here.
DATA CENTER: Prologis receives approval for $17B data center campus in metro Atlanta. Read more here.
DATA CENTER: Related Digital secures $16B financing package. Read more here.
DATA CENTER: 365 Data Centers/Aphoro Carter partnership to launch 6 projects. Read more here.
DATA CENTER: High drama on Fermi REIT board. Read more here.
DATA CENTER: Troubled StratCap Digital Infrastructure REIT considers strategic alternatives. 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
SOLAR: SOLV Energy acquires Roberson Waite Electric. Read more here.
SOLAR: In Tennessee, cows graze happily among solar panels. Read more here.
SOLAR: Energea breaks ground on 140MW solar project in Texas. Read more here.
OCEAN POWER: $1B startup seeks to power data centers with ocean wave energy. 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.
