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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 growing industrial REIT payouts and EQT’s truck terminal portfolio disposition.
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THE REIT STUFF: Industrial REITs lead dividend growth as 61% raise payouts year-to-date. Read more here.
TRUCK STOP: EQT Real Estate sells seven-asset truck terminal portfolio spanning key US freight corridors. Read more here.
WOOD YOU BELIEVE IT: PotlatchDeltic and Rayonier combine to form $8.2B timberland REIT. Read more here.
NO VACANCY: Noble Investment Group assumes control of 51-hotel portfolio in joint venture with US pension fund. Read more here.
SELF-STORAGE: California governor signs SB 709, adding new self-storage disclosure rules effective January 1. Read more here.
IOS: CanTex Capital sells 44 acre IOS portfolio in DFW Metroplex. Read more here.
IOS: Crosswest Capital buys 8.85 acre IOS in Easton, PA for $7M. Read more here.
SMALL BAY: The Hype Real Estate Group sells shallow bay assets in Miami for $26.875M. Read more here.
COLD STORAGE: CJ Logistics opens cold chain logistics center in Kansas City metro area. Read more here.
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BUILD TO RENT: Crescent Communities launches its first Atlanta-area BTR project. Read more here.
BUILD TO RENT: Berkadia secures $11.83M Fannie Mae loan for Bayshore Investment Partners’ acquisition of Florida BTR community. Read more here.
MANUFACTURED: UMH Properties expands Georgia footprint with $2.6M acquisition of Albany Dunes community. Read more here.
STUDENT HOUSING: Walker & Dunlop facilitates sale of 769-bed student housing near Texas A&M. Read more here.
SENIOR HOUSING: Clarion Partners enters senior housing with acquisition of 103-unit Sancerre Atlee Station in Virginia. Read more here.
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MED OFFICE: Flagship Healthcare buys ambulatory surgery center in Panama City, FL. Read more here.
MED OFFICE: Sanders Capital Partners acquired American Medical Administration building in Kennett, MO, for $3.5M. Read more here.
DISTRESSED: NVR Inc. signs 68,000 SF lease in Reston, VA, Oracle building, planning headquarters move. Read more here.
DISTRESSED: Brady Sullivan to convert 1100 Superior Ave office building into residential units in Cleveland, OH. Read more here.
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BOUTIQUE: Highline Hospitality acquires Hilton St. Petersburg Carillon Park to expand luxury hotel portfolio in Florida. Read more here.
EXTENDED STAY: UC Investments acquires 331-room Berkeley Residence Inn for $176M, below prior appraisal. Read more here.
EXTENDED STAY: Cleveland’s Hough neighborhood to gain 127-room SpringHill Suites hotel near Cleveland Clinic. Read more here.
SHORT-TERM RENTAL: IRS increases scrutiny on vacation home rentals, warns of tax liability for short-term stays. Read more here.
DATA CENTERS: Brookfield invests $5B in Bloom Energy to power global AI data centers. Read more here.
DATA CENTERS: Google commits $9B to expand AI data centers and workforce training in South Carolina. Read more here.
DATA CENTERS: Poolside and CoreWeave plan massive West Texas AI data center on 500-acre site with self-generated power. Read more here.
DATA CENTERS: BlackRock and MGX acquire Aligned Data Centers in $40B deal, largest digital infrastructure acquisition ever. Read more here.
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DESTINATION: First tenants sign on for $10B One Beverly Hills retail and garden project. Read more here.
SPECIALTY: Orvis to close half its stores in 2026 amid tariff-related challenges. Read more here.
C-STORE: Wheatsville Co-op halts expansion after Fresh Plus deal falls through. Read more here.
C-STORE: Getty Realty acquires 12 Houston convenience stores in $100M deal with long-term lease. Read more here.
C-STORE: Stewart’s Shops expands northern New York footprint with acquisition of four Sliders Food Mart locations. 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.
