Real Estate archive
Every Real Estate story, newest first. 1,862 stories
4 stories
- Real estate debt
The 2021-22 bridge book drives August's CRE CLO distress spike
A nine-point jump to 28 percent was the worst one-month move of any deal type this year, and the collateral is a few floating-rate bridge and SASB loans from the peak rent-growth era.
- Fundraising
CIM pulls PIMCO workout pro onto real estate equity desk
Adam Lerer, PIMCO Prime Real Estate's former head of special situations, will source deals across CIM's core and value-add strategies.
- Sectors
Lower Manhattan grew by shrinking its office stock
The Financial District removed 24 million square feet of office and added 11,000 rentals—a physical clearing trade for Midtown to study.
- Sectors
The power play inside industrial outdoor storage
Electrified IOS pairs infill zoning with excess power capacity, giving institutions a narrow claim on the land beneath the electrification buildout.
3 stories
- Fundraising
Cincinnati sets a record first half with gains in every sector
An all-sectors record in an interior market suggests the resolution of maturing debt is turning into trades. The next six months will determine how much it means.
- Sectors
Data-center land values now follow the power calendar
The energization calendar has displaced acreage and fiber as the asset buyers underwrite.
- The Wrap
Data-center supply chain takes 10M SF in DFW
The data-center buildout is moving Dallas-Fort Worth industrial absorption, and warehouse landlords hold the second-order trade without the land or power risk.
5 stories
- Deals
Astra said to be lining up three London office buys
The reported pipeline moves an alternative credit manager from pricing London office risk to owning it.
- Sectors
Milwaukee industrial leasing runs 13% ahead of prior year
CoStar counts 8.7 million square feet of signed industrial space in the past year—tenant demand that has yet to reach rents.
- Sectors
Data center supply chain occupies 10M SF in Dallas-Fort Worth
Suppliers and contractors supporting data center development have taken more logistics space in Dallas-Fort Worth since 2025 than in any other major U.S. market, a sign the buildout is now moving industrial absorption.
- Sectors
Apartment rents stall, snapping eight-month streak
Annual gains keep firming, but a flat current month leaves per-door growth plans without a market tailwind.
- Sectors
Canada's defense buildup is a concentrated CRE trade
CoStar's forecast makes big-city office and industrial the first play, with retail and multifamily following only where the spending actually lands.
28 stories
- Deals
Life-Company Loan Anchors Small Retail Trade
Adoni's Highlands Village buy pairs a 60,614-square-foot necessity center with insurance-company financing, putting fully leased small retail back in institutional credit range.
- Real estate debt
Otay River refi carries a construction bet
The debt fund gets paid from the 30% of Phase IV still unleased.
- Sectors
AI lifts tech to No. 2 in NYC office leasing
AI companies drove 60% of tech's 1.1M-sf quarterly haul; the citywide squeeze is concentrated at the top.
- Real estate debt
Torrance refi is office debt's selective clearing trade
A 93 percent leased South Bay tower gets a larger loan while Los Angeles vacancy holds at 25.3 percent.
- Deals
ICP buys Kalamazoo campus as industrial-conversion option
Fifty-five acres and flexible I-1 zoning put the Kalamazoo campus up for more than its corporate-office past.
- Fundraising
Blue Owl's data center REIT is a known-book bet
A $6.5 billion seed of existing assets would turn Blue Owl's private data center book into permanent public equity, testing whether investors pay for a known portfolio rather than a blind pool.
- Deals
MDH buys Laredo warehouse as border-trade bet
A fully leased DHL warehouse minutes from the World Trade Bridge pairs a 25-year tenancy with Union Pacific rail service at the chokepoint that clears more than $25 billion a month.
- Deals
Timberlane's $37M buy bets on Issaquah upside
The Seattle firm's third Fund II deal pencils to roughly $406,600 a door, a price that only makes sense with future rents in mind.
- Deals
MLG Capital buys 29-building Indianapolis industrial portfolio
The 94%-leased portfolio is a Midwest demand data point, even with the price kept private.
- The Wrap
Data center capital splits: cheap shells, pricier ground
Hutto's $280 million shell, Bitdeer's $500,000-an-acre land, and GLP's RMB4 billion Foshan campus all trace value as it leaves the building for the ground.
- Sectors
Hutto Groundbreaking Puts $280 Million Data-Center Budget to the Test
What Colovore once priced at $500 million now breaks ground in Hutto at $280 million for nearly the same building.
- Real estate debt
Football's top 25 campuses carry $6.1B of securitized student-housing debt
Trepp finds nearly twice the debt around AP-ranked schools as around U.S. News national universities, but the per-unit gap is where the two lists really diverge.
- Real estate debt
Gaia extends Williamsburg loan again, waiting out rates
With loan-to-value below 50 percent and lenders ready, the second renewal is a decision to wait out tomorrow's rates.
- Sectors
Ailanthus's 400-unit Gowanus filing is an entitlement option
The developer's ground-lease structure at 424 Hoyt Street is the real bet behind 400 apartments, a school and retail.
- Sectors
Sam Moon ties 307 apartments to Metropark Square
The Class A Shenandoah project opens in 2027, betting its lease-up on an AMC, Dave & Buster's and Hyatt House already drawing crowds.
- Sectors
Data center geography points past tax incentives to power and land
An IIF analysis of where data centers actually get built puts power, land and proximity ahead of abatements in the site-selection order.
- Deals
Camden pays up for a stabilized Nashville Gulch tower
At $88.6 million, the REIT gets a four-year-old, 93.7%-occupied rent roll in Nashville's Gulch.
- Sectors
Wood Partners bets 2028 Concord rents on Passive House
Alta Thoreau's 237 all-electric units won't open until February 2028, so Wood Partners must underwrite rent levels it cannot yet observe.
- Real estate debt
Walton Street's Harlow refi is a timed exit bridge
A 98%-leased Tampa-area apartment takes a three-year floating-rate loan that pushes Mast Capital and Rockpoint toward a sale or permanent financing.
- Deals
Link Logistics buys an I-85 corridor box in Suwanee
The undisclosed-price deal pairs a last-mile operator adding scale with a fund sponsor taking liquidity on a single asset.
- Real estate debt
Sudberry lands $81.6M construction loan for Otay River Park
A five-year floating-rate facility from a debt fund shows how fully leased product is getting construction-completion money.
- Who's investing
IMRF commits $120M across three value-add real estate funds
The largest check buys the thinnest slice—2 percent of Artemis's target—while the $35 million bets approach a tenth of theirs.
- Who's investing
Montana board commits $100m to two value-add funds
DRA and Marcus Partners each receive $50m, keeping the pension's real estate allocation near its 12% target.
- Sectors
GLP's RMB4 billion Foshan data center bet starts with 40MW
A purpose-built campus for an unnamed hyperscaler puts 200MW and RMB4 billion on the table; the market will price the option before the next phase appears.
- Who's investing
SSS raises real estate allocation to 12%
The Philippines pension fund's 210-basis-point move into property was paid for out of its government securities and equity books.
- Who's investing
Ohio Police & Fire backs healthcare property fund with $75 million
The commitment gives Chicago Pacific Founders nearly a fifth of its target raise and covers a tenth of the pension's $750 million gap to its 12% real estate allocation.
- The Wrap
Senior housing's $800,000 unit price meets a six-agency stack
Stabilized senior housing trades at going-concern prices while new supply still leans on public credit, and the gap between them is the underwriting engine.
- Sectors
Higher-for-longer mortgage rates feed apartment demand and keep prices falling
J.P. Morgan Asset Management sees a generational affordability gap locking households into rentals, even as apartment prices keep falling.