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 industrial demand and a daycare portfolio.
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
INDUSTRIAL REBOUND: Industrial demand closes the supply gap as DFW, Phoenix, and Houston lead absorption. Read more here.
CRECHE COURSE: Private REIT lands $650M refinancing for 549 KinderCare properties across 37 states. Read more here.
BUC-EE’S BUMMER: Buc'-ee’s loses 30M visits as Wawa and Sheetz gain ground amid its nationwide expansion. Read more here.
TECH TREK: Lone Star JV buys $650M Silicon Valley R&D portfolio spanning 2.2M SF across 50 buildings. Read more here.
DATA CENTER: GI Partners buys Elk Grove data center for $750M, potentially 2026’s biggest commercial real estate deal. Read more here.
DATA CENTER: Massachusetts requires local approval and community agreements before data centers can secure state permits. Read more here.
DATA CENTER: Blue Owl reportedly plans a public data center REIT seeded with $6.5B of existing assets. Read more here.
DATA CENTER: Arizona Land Consulting plans $6-10B mixed-use development with data centers, theme parks, hotels, and housing. Read more here.
DATA CENTER: Z Squared acquires Arkansas data center campus with 8 MW today and 150+ MW AI expansion potential. Read more here.
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DATA CENTER DEALMAKERS - PANELISTS ANNOUNCED
Join hundreds of data center developers, investors, hyperscalers, power providers, and brokers for a premier data center event in Atlanta on October 7th. Hear from senior execs from AWS, NTT, SilverSphere Capital, QII and more!
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SOLAR: Suniva lands $400M refinancing and project financing in $835M capital raise backed by Goldman Sachs and I Squared. Read more here.
ENERGY STORAGE: Flex to acquire EPC Power for $4.4B, adding grid and data center power systems ahead of planned spinoff. Read more here.
DATA CENTER INFRASTRUCTURE: NorthSands leads $510M continuation deal for Kelso Industries. Read more here.
CRUDE: Enbridge to acquire Tallgrass Energy’s US crude business for $2.55B, expanding its pipeline network. Read more here.
NAT GAS: South Korea reportedly plans $22.3B investment in a 6.3 GW Texas gas plant aimed at powering AI data centers. 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.
