CREalts Daily

October 8 - A golf course is worth $17.9M — but what happens next?

Golf-course redevelopment, detention facilities, rising rates and manufacturing incentives show how alternative CRE is evolving.

October 7 - The $6 billion bet powering the AI real estate boom

AI power demand, senior housing investment, data center grid constraints and casino debt are reshaping alternative CRE.

October 6 - Data centers are losing their tax breaks

Data center backlash, resilient gas stations, senior housing demand and industrial investment are reshaping alternative CRE.

October 5 - The Big-Box Boom Is Back — But Who Needs All That Space?

Big-box construction, senior housing demand, strong retail sales, and self-storage stress are reshaping alternative CRE.

October 1 - This $6T AI data center bet has a $4.2T problem

AI's massive infrastructure bet, shuttered schools, shifting property values and cold storage rules are reshaping CRE.

September 30 - Robotaxis are quietly snapping up industrial space

Robotaxis expand their industrial footprint. Retail investors chase stability. Edens builds a bigger war chest. CRE debt hits $5.1T.

September 29 - CRE’s $107B boom has a catch

Construction costs squeeze projects. CRE megadeals mask slower trading. Data centers rethink power. Grocery centers change hands.

September 28 - CRE’s $119B pivot meets an $18B AI debt problem

Alts fundraising shifts hard. AI data centers face debt questions. Hollywood gets a loan reprieve. Offices go residential.

September 24 - 17 IOS Properties. 5 Markets. One Big Deal.

IOS gets institutional. Industrial expands west. Seniors housing heats up. Student housing gets bigger.

September 23 - AI is quietly transforming the warehouse market

AI fuels warehouse demand. Debt crunch gets delayed. Affluent shoppers trade down. Big-box retail gets playful.

September 22 - Foreign Investors Have Their Eyes on U.S. CRE

Foreign investors target alternative CRE. CRE deals shift toward smaller markets. Student housing faces new headwinds. Senior housing occupancy tops 90%.

September 21 - Who Owns the Moon? CRE Is Starting to Ask

September 17 - Fed raises benchmark rate to 3.75-4%, pushing CRE borrowing costs higher

The Fed raises rates. Opportunity Zones 2.0 create a tax-break scramble. Commercial buildings generate billions. CIBC refinances SkyREM portfolio.

September 16 - The biggest warehouses are making a comeback

$17B in data center debt. Curry sells HQ site. Airbnb's $250M housing bet. Big warehouses bounce back.

September 15 - Malls are now the top-performing CRE sector

Shopping malls stage a comeback. J.P. Morgan closes net lease fund. Longpoint buys Miami portfolio. Brookfield buys minority stake in AREP.

September 14 - CBRE Investment Management buys Cerberus’ Tenet Equity for $1.6B

CBRE buys Cerberus’ Tenet Equity. Lineage sues Altus Power and Pearce Services over cold storage fire. Starbucks wants to turn cafes into lounges. Logos Faith looks to modular housing.

September 10 - Industrial Is Heating Up — But Not Everywhere

Daycare portfolio gets refinanced. Buc-ee’s loses some traffic. Silicon Valley R&D gets pricier. Industrial demand catches supply.

September 9 - Number of large-scale US data centers expected to triple by 2030

Huge data centers expected to triple. TEP recaps government property portfolio. Nuveen provides loan for office-to-hotel conversion. Making sense of the year so far.

September 8 - California is turning up the heat on cold storage

New rules could make CA cold storage more expensive. HUD makes private equity investing in public housing easier. The complications of data center site choosing.

September 3 - CRE’s Bargain Bin Is Empty. Now What?

Landlords must manufacture value. Big money targets industrial, multifamily. Student housing deal hits $435M. Miami hotel bet hits $139M.

September 2 - Tech billionaires form group to launch pro-data center information campaign

Build American AI wants to educate the public. AEW is a slow spender. Chobani puts big bucks into yogurt plant. The CRE sectors the World Cup actually helped.

September 1 - KKR spots $5.1T opportunity in real estate’s middle market

The opportunity in the middle. Creditors sue JCPenney after deal falls through. Fund managers get creative in tricky market. Summer camp portfolio sells for nearly have a billion.

August 31 - Inside Dolly Parton's real estate empire

Dolly Parton's CRE portfolio. Midsized CRE firm funding. Cold storage vacancies. MOB investment on the rise.

August 27 - New 50% tariffs on Canadian goods will raise construction materials costs

Canadian tariffs to lift materials costs. Why don't owners want to sell senior housing projects? Mapletree to see US data centers. Jadian gets IOS loan.

August 26 - Retail is leading the post-COVID CRE recovery

Retail outperforms other CRE sectors. Alterra buys Atlanta IOS. Nuveen closes record green fund. Nebius raises money for global data center expansion.