Good morning. Welcome to CREalts! Every day, we cover the top stories in alternative CRE sectors. Today, we learn about industrial’s construction surge and senior housing acquisitions.
Today’s issue is sponsored by BTR Summit — Atlanta 2026. High-signal. Recognizable names. Curated attendance. Request an invitation here → link
BIG BOX BOOM: Industrial construction jumps 32% as million-square-foot logistics projects drive a new wave of supply. Read more here.
SENIOR MOMENT: Senior housing operators are ramping acquisitions as strong demand meets a construction pipeline that remains constrained. Read more here.
SHOP TALK: US retail sales jumped 6% in August, supporting tight retail vacancies and stronger industrial demand. Read more here.
STORAGE WARS: Self-storage occupancy is falling across securitized properties, raising refinancing concerns as loans approach maturity. Read more here.
STUDENT: CBRE arranges sale of 768-bed community serving University of Missouri in Columbia. PLAYERS: Jaclyn Fitts, William Vonderfecht, Matt Bukhshtaber, Casey Schaefer, Brad Peters, Carson Ford, Victoria Langston. Read more here.
STUDENT: Merrimack College and Greystar open $90M residence hall in North Andover, Massachusetts. PLAYERS: Christopher Hopey, Ryan Souls, Jeff Koetteritz. Read more here.
BTR: Invesco Real Estate buys 122-home build-to-rent community in Plano, TX, from Starboard Realty Advisors. PLAYERS: Joey Tumminello, Michael Ware, Taylor Hill, Drew Kile, Jack Windham. Read more here.
SENIOR: LTC Properties buys 3 senior housing communities for nearly $160M. PLAYER: Dave Boitano. Read more here.
SENIOR: National Health Investors buys portfolio of 6 senior housing properties for $107.7M. Read more here.
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BTR SUMMIT - PANELISTS ANNOUNCED
Join hundreds of BTR owners, developers, investors, and brokers for a premier build-to-rent event in Atlanta on November 10th. Hear from the CEOs of Parkland Residential, ARK Homes For Rent, Trilogy Investment Company, Center Park Group, Jim Chapman Construction, Laseter Development Group, and more!
Secure your tickets here: BTR Summit Tickets
*Only a handful of Early Bird tickets remain at a $100 discount
MED OFFICE: BMT Properties sells Wilmington Surgical Associates in Wilmington, NC, for $11.24M. PLAYERS: Gregory Bebb, Mark Medley, Mark Versnick, Elizabeth Weinberg. Read more here.
MED OFFICE: Ridgeline Capital Partners buys 4-property medical office portfolio in Texas. Read more here.
DISTRESSED: Distressed office complex in Denver Tech Center sells for $5.4M following lawsuit resolution. Read more here.
CO-WORKING: Nomadworks leases 34K SF in Chelsea neighborhood of NYC as demand for co-working spaces increases. 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.
