Data Centers
Blackstone’s Data Center Empire Swells to $200B as It Doubles Down on AI — (CRE Daily)
Power Access Overtakes Land and Labor in US Site Selection — (CRE Daily)
Power Availability Defining Most Coveted Locations in CRE — (Commercial Observer)
AI is Making Power the New Driver of Real Estate Value, Say ULI and Heitman — (Connect CRE)
Illinois Voters Weigh Data Center Referendums On November Ballot — (Bisnow)
Soar AI Secures $1B Equity Line for Data Center Projects — (CRE Daily)
Chicago Towers as AI Data Sites — (Bloomberg, via CRE Daily and The Promote newsletters)
Private credit goes all-in on the AI boom — (Private Debt Investor)
Look Out! 10GW of Power — (The Real Estate Espresso Podcast)
Multifamily
The Impact of New Construction on Existing Properties — (Global Investors Podcast)
The New Reality: Improving Fundamentals, Cooling Capital — (Jay Parsons Newsletter)
Rent Came In Short This Month. What Do You Do? — (REI Prime Podcast)
Multifamily Delinquency: Private-Label CMBS Holds Half — (CRE Daily)
In Sun Belt Multifamily, an Uneven Path Back Toward Boom Times — (Commercial Observer)
Apartment Rent Declines Slowing, Demand Rising As Renter Pool Expands — (Bisnow)
Apartment Discounts May Be Bringing New Renters Into the Market — (GlobeSt)
Austin Leads Renter Rankings as Housing Discounts Take Hold — (GlobeSt)
Slow Multifamily Rent Recovery Meets Refinancing Deadlines — (CRE Daily)
RealPage Sees ~2.4% Apartment Rent Growth Through Q3 2027 — (CRE Daily)
Multifamily Equity Gap Looms Despite Ample Debt Capital — (CRE Daily)
S2 Capital Modifies $1.2B of Multifamily Debt Across 26 Assets — (CRE Daily)
NAA: Owners Keep Just 11 Cents of Every Rent Dollar in 2025 — (CRE Daily)
Insurance Is Taking a Bigger Bite Out of Apartment Revenue — (Commercial Observer)
Denver’s Multifamily Sector Faces Stress — (Commercial Real Estate Direct)
Build-to-rent now eligible for Federal Housing Administration financing — (Multifamily Dive)
Matrix Student Housing National Report — October 2026 — (Yardi Matrix)
Nashville Emerges from the Surge — (Multifamily Executive)
What Multifamily Needs to Know About Active-Adult Rental — (Multifamily Executive)
MHN Asks: Why Aren’t More 4 Percent LIHTC Deals Closing? — (Multi-Housing News)
San Antonio Apartment Demand Outstrips Supply: 2026 Market Update — (Lifetime Cash Flow Through Real Estate Investing Podcast)
Housing Squeeze Hits Midwest — (Bloomberg Money newsletter)
Office
When Another Office Loan Extension Stops Making Economic Sense — (GlobeSt)
Quick Hits | As Office Prices Reset, the Next Buyer May Already Be in the Building — (Colliers Quick Hits)
Class B Office Visitation Settles Into New Normal at 72% of Pre-Pandemic Levels — (Propmodo)
Local Investors Step Into D.C. Office Bargains as Institutions Retreat — (Propmodo)
Office Scarcity Pushes Trophy Rents Up More Than 20% — (CRE Daily)
Midwest Office Conversions Pull 21.1M SF From Downtowns — (CRE Daily)
Office Market Stabilizes as Sublease Space Falls and Supply Contracts — (GlobeSt)
Big Law Gives Office Investors Large Leases and Long-Term Commitments — (GlobeSt)
Office Leasing Averages 105M SF per Year but Trails Pre-2020 Norm — (CRE Daily)
Trophy Assets Are Not Immune — (The Real Estate Espresso Podcast)
Manhattan Office Vacancy Falls to 12.6%, Its Lowest Since Before 2020 — (CRE Daily)
Class A and Trophy Leads Downtown Chicago’s Office Recovery — (GlobeSt)
Class A Drives Record Office Rent Growth in Miami — (GlobeSt)
Seattle Office Figures Trail Gateway Peers — (Commercial Property Executive)
Distress Divide: Private vs. Institutional Investors in DC Office Strategy — (Bisnow)
Industrial
Prologis Expects More Development, Acquisitions as Industrial Recovery Grows — (Commercial Observer)
Industrial Storage — (The Real Estate Espresso Podcast)
Private Capital Flowing Into California’s Industrial Small Infill Sector — (GlobeSt)
California’s Central Valley Dominates Industrial Boomtown Ranking — (GlobeSt)
L.A. Industrial Vacancy Falls for First Time in Two Years — (Commercial Observer)
Santee, San Diego Emerges as Industrial Hub Thanks to Unique Land Profile — (GlobeSt)
Houston Industrial Leasing Hits 14.7M SF in Q3, CBRE Says — (CRE Daily)
Manufacturing Pipeline Hits $3.4T as Factory Starts Surge — (CRE Daily)
Is Entitlement Risk Reshaping Industrial Development? — (Commercial Property Executive)
South Florida Industrial Pipeline Falls 42% — (Bisnow)
Retail
Hines Says Retail Recovery Is an Income and Scarcity Call — (CRE Daily)
Tight Retail Supply & Strong Holiday Sales — (America’s Commercial Real Estate Show Podcast)
Retail Vacancy Falls to 4.3% as Q3 Absorption Hits 10.5M SF — (CRE Daily)
Short-Lease Auto-Parts Properties Carry Much Higher Asking Cap Rates — (GlobeSt)
Site Centers To Stop Trading As It Winds Up Operations — (Bisnow)
Cohen & Steers Nontraded REIT Adds $92.3M in Shopping Centers as NAV Nears $392M — (AltsWire)
ExchangeRight REIT Completes Two More Sponsor DST Acquisitions — (AltsWire)
Miami Retail Pipeline Hits 1.3M SF, Highest Since Early 2023 — (CRE Daily)
Debt
Newmark: $179B In Low-Rate Real Estate Loans Face Refinancing Risk — (Bisnow)
Brookfield-Backed Castlelake Dives Into CRE CLO Market With $1.1B Deal — (Bisnow)
CMBS Special Servicing Rate Hits 11.49%, Highest Since 2013 — (CRE Daily)
Credit Metrics for 2026 CMBS Loan Originations Appear to Improve — (Commercial Real Estate Direct)
How major apartment firms fared during Hurricane Isaias — (Multifamily Dive)
Commercial Real Estate’s Great Capital Stack Reset — (Commercial Observer)
Rescue Capital Gives Sponsors Time but Costs Them Control — (CRE Daily)
CRE Debt Reaches $5.12T as Banks and GSEs Lead Growth — (CRE Daily)
U.S. CLO Issuance Slips to $41.1B as AAA Spreads Tighten — (CRE Daily)
Guggenheim’s Private-Credit Mafia — (The Promote)
Inside Principal’s Debt Expansion Play — (Private Debt Investor)
Brookfield Credit sees income, distressed debt opportunities as rate cuts fail to materialize — (Alternatives Watch)
KCERA invests $150m across quant, RE debt and credit — (Alternatives Watch)
NASDAQ report tracks insurer shift toward real estate debt strategies in 2025 — (PERE)
Fitch warns of mounting pressure on US BDC loan quality into 2027 — (Alternative Credit Investor)
Monroe opens direct lending strategy to wealth channel via ETN — (Alternative Credit Investor)
Carlyle to acquire $7.7bn consumer loan portfolio from Truist — (Alternative Credit Investor)
Credit Interval Fund Redemptions Echo BDCs; PE/VC Strategies Lead, Says Stanger — (AltsWire)
Cantor Fitzgerald Income Trust Fills 27% of Repurchase Requests, Its 10th Month of Proration — (AltsWire)
Cliffwater Corporate Lending Fund Prorates Again as Q3 Requests Hit 16% — (AltsWire)
PIK Check: Non-Traded BDCs — (Accredited Investor Insights)
Daily Marks, Same Information | A CV buys a CV | CMBS Delinquencies — (Accredited Investor Insights)
Private Credit’s Retail Boom: Are Investors Underestimating the Risks? — (Enterprising Investor Podcast)
Private Equity
New private funds raise $96bn in September as PE capital more than doubles — (Alternatives Watch)
Illinois Police pension commits to value-add real estate fund — (Alternatives Watch)
Michigan pension assigns $765m to alts, rebalances portfolio — (Alternatives Watch)
Harvard fund soars to record $68B after 27% annual return — (Bloomberg Money newsletter)
Macro / Rates
Commercial Real Estate’s New Rate Reality — (Next Level CRE Podcast)
Fannie Mae Raises Mortgage-Rate Forecast to 7.5% for 2027 — (GlobeSt)
Beige Book Flags Pricing Pressures As CRE Investors Weigh Rate Risks — (GlobeSt)
PIMCO Warns 10-Year Treasury Yield Could Climb to 6% — (CRE Daily)
Economists Expect 10-Year Treasury Yield to End 2026 at 5.1% — (CRE Daily)
Bond Traders Lift Odds of Oct. 28 Fed Hike — (Bisnow)
Fed Minutes Signal Another Rate Hike Is on the Table — (CRE Daily)
Texas Job Growth Triples the Nation’s as Mortgage Rates Top 7% — (CRE Daily)
REITs Shrug Off a 5% Treasury as Fundamentals Take Over — (CRE Daily)
Multifamily prices fell 2.56% in Q2: Trepp — (Multifamily Dive)
Energy shock filtering through US economy complicates Fed’s job — (Bloomberg)
Fed Rate vs Cap Rates: What the Sept 16 2026 Hike Means for Multifamily — (Lifetime Cash Flow Through Real Estate Investing Podcast)
SEC / Regulatory
SEC Small Business Advisory Committee to Discuss IPO Modernization and Regulation Crowdfunding (2026-105) — (U.S. Securities and Exchange Commission)
SEC Approves Broker-Dealer Use of Projected Performance Under Rule 2210 — (AltsWire)
FINRA Fines Vistia Capital $40K Over Reps’ Paid Ties to Private Placement Issuers — (AltsWire)
Valuation issues persist as SEC paves way for broader access — (Private Debt Investor)
LPs
The Return of the Mighty QOZ (Qualified Opportunity Zone) — (The White Coat Investor)
Deep Dive: Real Property Captive — (Thesis Driven)
The State of AI in Real Estate: What We’ve Learned So Far in 2026 — (Thesis Driven)
Top 4 Rookie Infill Development Mistakes — (The Real Estate Espresso Podcast)
15 Tips for Buying an Assisted Living Facility (From an Owner) — (Lifetime Cash Flow Through Real Estate Investing Podcast)
PRIME Weekly: Jobs cooled in September. Ready for a late payment? — (REI Prime)
More on How I Lost $100k With Ken McElroy — (Sharon Winsmith)
Episode 428. Pressure Beneath the Profits: Bank Earnings, Hot Inflation, Falling Yields, & $2.9B in Hurricane-Exposed CRE — (TreppWire Podcast)
Golden State Gimmes & Lument’s Lament — (The Promote Podcast)
This Is the Time: Bob’s Discount Furniture on Retail Expansion — (The Weekly Take from CBRE Podcast)
Why Manufactured Housing Gets Left Out of Affordable Housing, and How Renters Can Build $55,000 in 5 Years — (The Wealth Clock Podcast)
Is Student Housing Doomed by an Enrollment Cliff? Not Exactly. — (The Rent Roll Podcast)
The Madness of Markets — (The Rational Reminder Podcast)
The Truth About Land Flipping: Passive Income Secrets — (Mailbox Money Podcast)
The Assumptions That Can Put Your Retirement at Risk — (The Long View Podcast)
The Biggest Portfolio Mistake Almost Everyone Makes — (The Blunt Dollar Podcast)
How Entity Mistakes Trap Real Estate — (Beyond Multifamily Podcast)
Jeremy Roll on Positive Leverage, Market Cycles, and Staying Defensive — (Passive Pockets Podcast)
What Overseeing $11 Billion Taught Him About Investing — (Invest Like a Billionaire Podcast)
Hedgeye Investing Summit Fall 2026 — (Hedgeye Podcast)
From Neurosurgeon to $400M in Commercial Real Estate: Buck Joffrey’s Wealth Formula — (Financial Freedom with Real Estate Investing Podcast)
Operators vs. Dealmakers, the Bid-Ask Gap & Why Affordable Housing Can’t Be Built w/ Monarch and TGM — (No CAP by CRE Daily Podcast)
GPs
How to Pitch Multifamily Deals to LPs — (Unlimited Capital Podcast)
How He Landed His FIRST 97-Unit Apartment Deal With ZERO Multifamily Experience — (Lifetime Cash Flow Through Real Estate Investing Podcast)
Launching & Growing an Independent ETF — (Investology Podcast)
From The Archive: Raising $6M From Hungry Investors — (Cashflow Connections Podcast)
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