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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 BGO’s AI strategy and Goldcrest’s $1B in AUM.
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AI-DRIVEN DEALS: BGO turns to AI to pinpoint undervalued real estate markets and boost investment returns. Read more here.
FARMLAND FUND: Goldcrest Farm Trust closes $300M 3rd fund, lifts total assets under management above $1B. Read more here.
FUND FRENZY: NC Retirement fund commits $200M to logistics real estate fund and $150M to diversified fund with BTR focus. Read more here.
STUDENT HOUSING SITCH: College enrollment is about to fall off a cliff, and international students may not be there to save it. See below:
Source: Thesis Driven
FUNDING: Merced County pension fund commits $8 million to Blue Owl industrial real estate fund. Read more here.
SELF-STORAGE: Newmark arranges $425M loan for 78-property self-storage portfolio refinancing. Read more here.
IOS: Unique Properties sells 6.3 acre outdoor storage yard in Denver for $11.5M. Read more here.
IOS: Breaking down Stonemont’s major New Jersey industrial service facility investment. Read more here.
SMALL BAY: Longpoint Realty Partners buys small bay park in Miami area for $31.5M Read more here.
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BTR: Greystone provides $19.8M Fannie Mae DUS loan to refinance McKinney, Texas, build-to-rent community. Read more here.
BTR: JLL Capital Markets bolsters national build-to-rent team with 2 senior hires. Read more here.
SENIOR HOUSING: Sunrise secures $80M bond financing for luxury senior housing in Long Beach, California. Read more here.
SENIOR HOUSING: Loma Clara senior living community in Morgan Hill, California, sells to LTC REIT with help from JLL Capital Markets. Read more here.
STUDENT HOUSING: Louisiana issues $211M bonds to fund new LSU student housing and support facilities. Read more here.
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LIFE SCIENCES: Amgen plans $600M science center at Thousand Oaks, California, headquarters to boost innovation. Read more here.
MEDICAL OFFICE: SG Property Services buys 43,426 SF Charleston, South Carolina, medical office at 61 West. Read more here.
MEDICAL OFFICE: Woodside Health acquires Twelve Oaks medical office complex in Austin. Read more here.
DISTRESSED OFFICE:
Two headline views on commercial real estate
"Why a commercial real estate doomsday now looks unlikely"-American Banker
"U.S. commercial real estate crisis deepens as office vacancy rates hit record highs"-Reuters
#commercialrealestate
— #Nightingale Associates (#@FCNightingale)
9:09 PM • Aug 31, 2025
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EXTENDED STAY: Extended Stay America Premier Suites opens 124-room hotel near Jacksonville Airport. Read more here.
BOUTIQUE: Aya New York buys Midtown boutique hotel in foreclosure for nearly $55M. Read more here.
BOUTIQUE: Ireland-based Dean Group to open 235-room Miami hotel in late 2026, first US location. Read more here.
BOUTIQUE: Hennick Group acquires $83M Mandarin Oriental retail space in Boston Back Bay. Read more here.
CAMPGROUNDS: Investorade acquires Checotah Lake Eufaula West KOA campground in Oklahoma. Read more here.
NUCLEAR: Oklo to build $1.68B nuclear fuel recycling plant in Tennessee. Read more here.
SOLAR: SolaREIT secures $200M in debt to expand battery and solar projects. Read more here.
DATA CENTERS: Fermi files for US IPO to fund nuclear-powered energy and AI data complex. Read more here.
DATA CENTERS: Google confirms $1B data center campus in West Memphis, Arkansas, with future expansion potential. Read more here.
DATA CENTERS: Logostix plans to break ground on $1B hyperscale data center in Cleveland, Ohio, metro area in 2026. Read more here.
Want to go deeper on InfoTech alts? Subscribe to Data Center View.
NET LEASE: Convexity Properties acquires Gold Coast retail site in Chicago for $39M. Read more here.
C-STORE: Stewart’s Shops to sell 5 stores ahead of Jolley chain acquisition approval. Read more here.
DESTINATION RETAIL: CTO Realty Growth opens Barnes & Noble and Boot Barn at Rockwall center. Read more here.
NEIGHBORHOOD RETAIL: CenterSquare acquires 7th Houston-area shopping center as part of expansion strategy. 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.
