Amazon's Shreveport campus makes water the underwriting constraint
A $400 million water system attached to a data-center site shows hyperscalers are pricing municipal water risk as their own.
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Illinois’s second Opportunity Zone round bets on compliance and rural yield
The state’s second Opportunity Zone round adds reporting requirements and rural incentives to court private real estate allocators.
Cold storage's vacancy record is an obsolescence map
Newmark's first-half data splits the sector by vintage, and the only underwrite that works is one that prices the depreciation curve.
Senior housing's million-unit gap is now an underwriting assumption
A two-thirds construction collapse meets 90% occupancy, and NIC Map puts the capital need at $1 trillion by 2050.
KKR sizes the $5.1T middle-market CRE capital gap
Middle-market sponsors control nearly a quarter of U.S. commercial real estate and almost none of the capital vehicles that fit them; KKR's report is a bid to define the template.
Invesco buys fully leased Spartanburg park at $122 a foot
The 814,000-square-foot Crossroads Logistics Park sold for $99.5 million with every foot leased and more than five years of average remaining term.
Harrison Street, Meridian buy Chantilly offices for secure-facility push
A 431,000-square-foot Chantilly portfolio trades at $155 a foot, with the buyers underwriting defense and intelligence demand rather than general office occupancy.
Medical office trades on income as $6.7B rebound takes hold
Lenders are back, deals are bigger, but 2% rent growth against higher inflation makes MOB a coupon trade—and the underwrite should say so.
JLL places floating-rate loan on Savannah Hyatt
A single-asset hotel financing on the Savannah River prices the short end, with the basis as the real underwrite.
Stratford and LLJ pay $178,000 a unit for an aging Escondido complex
The 189-unit Pacifica Palms deal sets an inland San Diego County comp at a price that leaves room for capital work.
North River, REMAP buy Avis-leased Logan storage campus
The 8.6-acre, triple-net campus near Boston Logan gives the partnership a 20-year income stream on scarce airport-adjacent land.
Affinius JV sells 545-unit seniors portfolio to REIT
JLL represented the Affinius-Alliance joint venture, bringing a publicly traded REIT to a two-community California trade it called one of the largest in years.
Core Spaces delivers 6,000 beds and adds $300M REIT book
Ahead of the 2026 academic year, Core's six-project delivery and a $300 million, four-property REIT purchase point to a build-to-hold model.
Walmart takes entire Medley warehouse on 16-year lease
Three five-year extension options could keep the retailer in place through 2057, turning a new industrial box into a long-dated income stream.
Waterton's Belltown purchase is a rent-growth trade
The 344-unit Arrivé deal is a case study in how apartment buyers manufacture yield from current cash flow.
Bonaventure's balance-sheet bet on a 40-year HUD rate
The Virginia manager is self-funding its third 2026 groundbreaking while it hunts permanent equity — a bet that stabilized cash flow will beat today's cap rates.
The roll is the asset in NorthPoint's Benicia buy
A fully leased, nine-building portfolio trades at $87.5 million with below-market rents and a short lease clock in a supply-constrained market.
Approved multifamily rights drive Danvers hotel sale
Torrington's $13.5 million purchase of a Danvers Residence Inn is an approved 88-unit multifamily entitlement, with hotel income carrying the wait.
Havas Health's 15-year renewal gives 200 Madison a cash-flow floor
The 254,118-square-foot commitment through 2041 gives owners and lenders the income visibility a refinancing needs in a market still finding its clearing price.
Trademark and Cohen & Steers buy an Austin center as the highway opens
The completed Oak Hill Parkway is the story; the tenant roster is just the starting point.
A Brooklyn loft building trades 24% below its 2016 price
A 51-unit East Williamsburg property sold for $30 million, a concrete comp for today's multifamily pricing reset.
Mapletree tests the stabilized data-center bid
A 3.1-million-square-foot portfolio goes to market at the moment data-center deal volume is exploding but Mapletree's own net property income is falling.
Florida multifamily insurance premiums post first drop in six years
Trepp data show a 6.2% median decline in 2025, but the reversal follows a 42.1% spike and underwriting should treat it as a ceiling, not a base.
Bourn Cos. pays $21.2M for Oro Valley's 333-acre Innovation Park
The price works out to $64,000 an acre, a land-value bet on a mixed-use future rather than the park's current income.
Alliance starts 388-unit bet on the Woodlands
The first residential piece of Newman's Gosling Oaks mixed-use project will open before the retail and office, leaving the lease-up to test the Woodlands' pull.
Amazon's Louisiana data center bet: water is the new dirt
A third Shreveport campus lifts Amazon's planned investment to $18 billion and puts a $400 million public-water system on the company's books.
Southwest Value Partners pays $86M and sets a Phoenix office record
An all-cash Camelback Corridor trade shows the office clearing price is being set one building at a time.
Cold storage's vacancy record splits the sector by vintage
Negative absorption and a record 7.7% vacancy rate are pushing cold storage from a growth trade to a repriced, bifurcated market.
Decatur office sale clears with its anchor as lender
Delta Community Credit Union wrote the acquisition loan on the Decatur building it anchors, underwriting an $18.6 million price that assumes 22% vacancy.
The refinancing wall is breaking in layers
From C-PACE on stabilized condos to convertibles on data centers, each layer of the stack is pricing a different risk.
Gray Street Sells Gateway Plaza for $16.7 Million
The credit-anchored, 90%-occupied center trades at roughly $93 a square foot.
CRE CLOs beat CMBS by extending their maturities
Modifications keep CLO delinquencies below 1%; the missing exits are building the next maturity test.
Sherman's $136.5M Rochester loan bets on Mayo Clinic's payroll
The 52 short-stay units in the 349-unit project shift the construction debt from a standard rent roll to a hospitality credit tied to the hospital's hiring curve.
Merritt breaks ground on 150-acre RDU Business Park
The first phase brings 201,250 square feet across three buildings to Cary, with delivery set for the fourth quarter of 2027 and no leases announced yet.
LaSalle recapitalizes 98%-leased Houston office campus
The 1.5 million-square-foot CityWest deal shows office capital clearing on occupancy, not recovery.
Cascadia splits: Vancouver tightens, Seattle absorbs
CoStar's report puts the two industrial markets on opposite trajectories, a warning against regional blanket logistics plays.
Velocity buys Toorak's platform; unnamed buyer takes the loans
An unnamed buyer takes the loans and the credit risk; Velocity gets the platform, the management contract, and future production.
Petraville pays $212 million for Seoul office tower
The Euljiro sale sets a public price for well-leased Seoul office at $538 a square foot, with the seller unnamed and the rent roll doing the talking.
PGIM pushes Bedrock manufactured-housing book past $430 million
Five loans in two years have made Bedrock Communities the collateral PGIM is really underwriting.
MA Financial's A$190m retail bet: small end clears first
Two Australian purchases suggest retail price discovery is happening below A$150 million, away from the flagship malls.
Elevate's Seattle buy sets a $210,400 cash-flow comp
A 30-unit Lake City Way deal prices today's income and sharpens the next comp.
EQT exits 10.5 million square feet of Southeast logistics to LBA
A value-add exit and a $1.2 billion rent-reset purchase, days apart, show the industrial bid clearing at both ends.
Senior housing's $1 trillion gap is a capital rotation
The 80-plus population is set to nearly double by 2040 while construction sits near historic lows, pulling institutional dollars toward a long-duration, $1 trillion build-out.
Brookfield buys Western Sydney logistics estate
The 47,000-square-meter Cornerstone Logistics Estate extends a busy August of industrial and multifamily deals for Brookfield.
Greystar's Cork buy nears 2,200 Irish student beds
The acquisition, made through Greystar's €2.7 billion pan-European value-add fund, adds a fully-let asset in one of Ireland's few growing student housing markets.
Rockpoint and Holland bet on 2029 San Jose rents at today's prices
The Stevens Creek development pairs 311 units with the employment-density thesis Rockpoint priced into its $277 million Jersey City construction loan.
The bid-credit gap is closing as buyers catch up
JLL's July indices show the buyer side finally moving toward the lender side, and the narrowing spread — not the record credit levels — is the number to watch.
Data-center volume tests the stabilized-asset bid
Mapletree's 22-building sale will show whether July's record was construction momentum or an infrastructure repricing.
Canada's five-year mortgage design is a rolling credit event
The 2025-2026 renewal wave hands private lenders a visible repricing window in a market most allocators skip.
Hawkins Way and Varde buy New School dormitory for $51.5M
The East Village Loeb Hall deal gives private capital a fresh student-housing comp at about $192,000 a bed.