CREalts Daily

Sep 18, 2025

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13 min read

September 18 - How the AI Center Boom Is Supercharging IOS Demand

Why you need IOS for your data center. Asimov Capital launches AI CRE underwriting platform. NFL stars launch real estate venture. LuxUrban Hotels files for Chapter 11.

CREalts Daily

Sep 16, 2025

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12 min read

September 16 - Morgan Stanley now predicts 3 Fed rate cuts by end of 2025

Fed rate cut predictions. Pension commitments to CRE alts. Family offices target CRE deals. Griffin Capital launches BTR platform.

CREalts Daily

Sep 11, 2025

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13 min read

September 11 - IOS delivers double the rent growth, half the vacancy

IOS market continues to outpace bulk warehouse. Cottonwood raises $1B for its real estate fund. Lumber demand drops. Energy and data campus IPO. ICE plans more private prisons.

CREalts Daily

Sep 9, 2025

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12 min read

September 9 - BGO turns to AI to target undervalued real estate markets

BGO gets help from the robots. Goldcrest Farm Trust closes $300M farmland fund. NC Retirement fund commits $350M to logistics and BTR. A major threat to student housing.

CREalts Daily

Sep 4, 2025

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14 min read

September 4 - Activist Investors Target Rexford Industrial REIT

Elliott Investment takes a major stake in Rexford. Peakstone sells a portfolio of properties. Winding down senior housing operations. A luxury hotel portfolio sale.

CREalts Daily

Aug 28, 2025

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13 min read

August 28 - Wells Fargo adds alternative assets to UMA platform via InvestCloud partnership.

Wells Fargo expands UMA platform. CBRE buys green energy giant. Cushman & Wakefield sells Long Island site for cold storage. Student housing rent slows as scholars turn practical.

CREalts Daily

Aug 21, 2025

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12 min read

August 21 - Data center sales plunge 50% in 2025 amid $7T build-out boom

Existing data center sales slump. Boylston’s 500 Forge life science building gets a $119.2M refi loan. Prepare for a private prison boom. Yieldstreet faces $78M defaults.

CREalts Daily

Aug 19, 2025

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14 min read

August 18 - Real estate secondary market hits a record $14.6B

Virginia judge voids zoning approval for data center. A $28.5B retail leasing surge. REITs gobble up senior housing investments. San Antonio Spurs pledge $1B for Project Marvel arena.

CREalts Daily

Aug 14, 2025

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13 min read

August 14 - US industrial vacancies hit highest level since 2013

New joint venture targets luxury real estate. Luxury camping set for a $30B boom. Cold storage co-investing fund gets $200B commitment. Airbnb "aggressively" eyes boutique hotel space.

CREalts Daily

Aug 12, 2025

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14 min read

August 12 - Carlyle Group raises $9B to focus on multi, industrial, self storage

Apollo Global Management buys majority stake in Stream Data Centers. Barings and Brennan launch $150M IOS JV. Green Street index shows muted growth. Viking Partners buys Florida small bay industrial portfolio.

CREalts Daily

Aug 7, 2025

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13 min read

August 7 - Turner Construction reports record revenue thanks to data center boom

Turner reports record revenue and backlog. AI exec receives a pig's head in the mail. Ares reaches $572B AUM. S2 Capital acquires Fort Capital.

CREalts Daily

Aug 5, 2025

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13 min read

August 5 - Blackstone gets $1.4B refi loan for industrial and office portfolio

JPMREIT buys $95.2M IOS portfolio. The tokenization of real estate assets. Ventas boosts its senior housing acquisition kitty. Newark, NJ gets its first climate-controlled self-storage center.

CREalts Daily

Jul 31, 2025

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14 min read

July 31 - Why the time to invest in real estate alts is NOW

Massive new cold storage center breaks ground in Miami. Tax bill makes Opportunity Zones permanent. Green Street acquires College House.

CREalts Daily

Jul 29, 2025

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15 min read

July 29 - Stockdale launches $700M fund to target distressed real estate opportunities.

San Francisco gets an AI innovation district. Peachtree Group launches a $250M refi fund for hotels. CRE fundraising drops amid market uncertainties. BKM/Kayne Anderson JV buys small bay portfolio for $150M. A $3B expansion for the Yardly BTR brand.

CREalts Daily

Jul 24, 2025

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12 min read

July 24 - Starwood Property Trust to acquire net lease REIT from Brookfield for $2.2B

PIMCO report highlights CRE alts. FEMA cuts pose threat to CRE owners. ChatGPT experiences nearly vertical growth rates. Alterra IOS secures $343.6M loan. Medical office sector shrugs off spending cut.

CREalts Daily

Jul 22, 2025

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14 min read

July 22 - Florida drops its commercial rent tax

The Las Vegas Strip development that wasn't. A sketchy plan for a new resort in GA. AI's potential impact on the real estate market. Meta seeks private capital for data center plan.

CREalts Daily

Jul 17, 2025

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14 min read

July 17 - Drake Real Estate closes $515M fund with a focus on alts

Hancock Whitney lends $226M for FL student housing. Cavan sells Phoenix BTR community. Steel Peak sells San Diego IOS. SFERS commits to healthcare fund. Skyward and Aeris buy data center site. Chuck E. Cheese goes to the mall.

CREalts Daily

Jul 15, 2025

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14 min read

July 15 - Why Harrison Street is betting big on alts

Harrison Street bets big on student, senior housing, self-storage, and more. Housing market correction opportunities. Town Lane acquires NC portfolio. WeWork's new NYC location. GNL completes asset sale. Picking a better data center site, using data centers.

CREalts Daily

CREalts Daily

September 18 - How the AI Center Boom Is Supercharging IOS Demand

September 16 - Morgan Stanley now predicts 3 Fed rate cuts by end of 2025

September 11 - IOS delivers double the rent growth, half the vacancy

September 9 - BGO turns to AI to target undervalued real estate markets

September 4 - Activist Investors Target Rexford Industrial REIT

August 28 - Wells Fargo adds alternative assets to UMA platform via InvestCloud partnership.

August 21 - Data center sales plunge 50% in 2025 amid $7T build-out boom

August 18 - Real estate secondary market hits a record $14.6B

August 14 - US industrial vacancies hit highest level since 2013

August 12 - Carlyle Group raises $9B to focus on multi, industrial, self storage

August 7 - Turner Construction reports record revenue thanks to data center boom

August 5 - Blackstone gets $1.4B refi loan for industrial and office portfolio

July 31 - Why the time to invest in real estate alts is NOW

July 29 - Stockdale launches $700M fund to target distressed real estate opportunities.

July 24 - Starwood Property Trust to acquire net lease REIT from Brookfield for $2.2B

July 22 - Florida drops its commercial rent tax

July 17 - Drake Real Estate closes $515M fund with a focus on alts

July 15 - Why Harrison Street is betting big on alts

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