Good morning. Welcome to CREalts! Every day, we cover the top stories in alternative CRE sectors. Today, we learn about robotaxis and retail investment.
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Today’s issue is sponsored by BTR Summit — Atlanta 2026. High-signal. Recognizable names. Curated attendance. Request an invitation here → link

ROBOT REALTY: Robotaxi companies nearly double industrial leasing as they build out depots, charging, and service networks. Read more here.
RETAIL THERAPY: Investors favor grocery-anchored and net-leased retail as uncertainty boosts demand for stable cash-flow assets. Read more here.
RETAIL WAR CHEST: Edens raises $850M to expand its shopping-center portfolio as tight supply supports retail fundamentals. Read more here.
DEBT BUMP: CRE mortgage debt hits a record $5.1T as borrowing and capital availability continue to grow. Read more here.


BOUTIQUE: 14 West Boutique Hotel enters escrow after $40M marketing campaign in Laguna Beach, California. PLAYER: Aaron Valenty. Read more here.
LUXURY: Brookfield eyes luxury hospitality as institutional investors chase hotels with operational growth potential. Read more here.
LUXURY: Crescent sells 330-room Hotel at Avalon for $220M after riding Atlanta’s hospitality recovery from a 2020 pandemic-era acquisition. PLAYERS: Christopher Goff, Troy Furbay. Read more here.
EXTENDED STAY: G6 expands Studio 6 Plus with new extended-stay hotel planned for Horn Lake, Mississippi. PLAYERS: Ron Patel, Nikhil Heda, Krishna Paliwal. Read more here.
SUITES: Embassy Suites Dulles Airport sells for $22.3M as DC-area investors target hotel demand. PLAYERS: Scott Stephens, Mark Morris, Dana Weinberg. Read more here.

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ARENA: KSE plans $135M Ball Arena overhaul alongside mixed-use redevelopment of Denver parking lots. Read more here.
STADIUM: Dallas Cowboys and Arlington, Texas, unveil $1B AT&T Stadium renovation plan beginning in 2028. Read more here.
MARINA: Stewards acquires 214-unit Envy Pompano Beach apartments and marina in $90M Florida deal. Read more here.
CAMPGROUND: Historic Camp Roosevelt changes hands as Four Seasons Campground takes over South Jersey outdoor recreation site. PLAYER: John Robinson. Read more here.
CASINO: Boyd Gaming sells former Las Vegas casino site at $16.2M loss for planned 279-home development. Read more here.

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