Marketplace
Why CRE investors should not count on a return to low rates — (GlobeSt)
CRE faces higher rates as 2026 uncertainty deepens — (CRE Daily)
JPMorgan’s $750B bet on the housing market (”American Dream Initiative”) — (BiggerPockets podcast)
Private Credit
From Par to Pennies: The Problem With Private Credit Marks — (Accredited Investor Insights)
Private credit loses its edge in the battle for PE borrowers — (PitchBook)
Cliffwater, Blackstone cap redemptions from semi-liquid funds despite double-digit tender requests — (Private Credit Daily Digest, PEI)
BCRED holds third-quarter repurchases at a 5% cap as investor requests hit $4.3B — (CRE Daily)
Washington state trustees’ private credit concerns mount as pension consultants urge patience — (PEI)
Blue Owl Technology Finance raises $800M in debt, including a $150M private placement — (PR Newswire)
Data Centers
How a five-year community revolt toppled a $100 billion data center near a Civil War battlefield — (Bloomberg)
House weighs shielding consumers from data-center-driven utility rate hikes; Microsoft may triple data-center capacity — (CoStar News)
San Francisco declares a “rent emergency” as AI-driven hiring spikes local rents — (CoStar News)
Data-center supplier Prysmian to spend $1B on Charlotte-area factory expansion to meet cable demand — (Connect CRE)
Colorado data-center development stalls on power and tax constraints, sending developers elsewhere — (Bisnow)
Blue Owl plans to seed a new publicly traded data-center REIT with ~$6.5B of assets — (Bisnow)
AI cloud firm Nebius raises $5.75B in debt to fuel data center expansion — (24/7 Wall Street)
Multifamily
Bank multifamily delinquencies dip even as credit losses rise — (CRE Daily)
Multifamily migration trends: population growth alone doesn’t predict revenue growth — (Trepp)
US multifamily rents rise for the first time in years as Sun Belt pressure eases — (CRE Daily)
Top renter markets have an occupancy problem: new-supply-heavy Sun Belt metros lead rankings but show soft occupancy (McKinney, Huntsville, San Marcos) — (Best Ever CRE)
Apartment construction times ease but stay elevated — (CRE Daily)
Apartment cap rates rose 10 bps YoY to 5.6%, sales fell 16% YoY to $12.4B — (Best Ever CRE / MSCI)
More than 2,600 landlords now seeking federal compensation over pandemic-era eviction-moratorium losses, ~$1B settlement in negotiation — (The Real Deal / CRE Daily)
HUD loosens Section 18 rules to draw private capital into public housing repairs and redevelopment — (CRE Daily)
Multifamily’s $8.1B marriage: what the IRT–Centerspace scale play means for value-add and capital-market access — (CRE Daily)
Office
Lower Manhattan is thriving 25 years after the Sept. 11 attacks — (The Wall Street Journal)
The 1.5-million-square-foot hole in the center of San Francisco’s comeback — (The Wall Street Journal)
Office operating expenses outgrew revenues every year from 2021 to 2025 — (CRE Daily / Trepp)
Premium offices pull ahead as owners rethink workplaces — (CRE Daily)
CBRE’s 2026 benchmark: peak office occupancy now exceeds pre-pandemic levels — (CRE Daily)
BXP acquires two Waltham, MA office buildings for $30M following rezoning that could enable multifamily conversion — (Connect CRE)
Industrial
Hold the Line: What Wins in Industrial’s New Cycle — (The Weekly Take, CBRE)
Small Bay, Big Potential: why small-bay industrial is CRE’s most resilient asset class right now — (No Cap, CRE Daily’s podcast)
US industrial occupancies rise as bulk move-ins jump 25% and net absorption climbs 82% — (CRE Daily)
Data-center construction fuels institutional demand for industrial outdoor storage — (CRE Daily)
Lone Star and partners pay over $1.1B for a 2.2M-SF Silicon Valley R&D portfolio, betting on AI and robotics tenant demand — (CRE Daily / Bisnow)
J.P. Morgan closes $1.1B net lease fund, doubling its target — (CRE Daily)
CBRE Investment Management buys Cerberus’ $1.6B Tenet net-lease platform — (CRE Daily)
Retail
Malls were left for dead. Now they are the top performer in commercial real estate. — (The Wall Street Journal)
Open-air centers lead August mall traffic with 6.6% YoY growth; indoor malls post their best 2026 gain at 5.0% — (Placer.ai, via CRE Daily)
Self Storage
Self-storage sector stabilizing rather than fully recovering; 93% occupancy, NOI growth returning in 2027 — (Colliers, via CRE Daily)
Wider Doors for Private Markets: SEC access proposals, longer PE holding periods, sponsor-reputation pricing, and CRE volume trends — (Accredited Investor Insights)
Former $10B REIT manager on how to vet private real estate deals — (Invest Like a Billionaire podcast, feat. Aleksey Chernobelskiy)
LP > REPS — (Net Zero is a Win)
How NOI replaced appreciation as the return driver: income accounted for 84% of NCREIF ODCE returns across the full cycle versus 43% in the prior cycle — (Best Ever CRE podcast)
Would you know a good private lending deal if you saw one? — (The Best Ever CRE Show / Property Llama webinar)
Like, Know, Trust is Enough — (Net Zero is a Win)
So much distress, where are the bargains? Four things one $500MM+ CRE portfolio manager is seeing right now — (Wellings Capital via InvestClearly)
What did we miss?
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