Commercial Real Estate

CoStar Group forecasts a turning point for U.S. industrial real estate, with net absorption overtaking new supply by late 2027 as construction slows and rent growth firms.

Healthpeak Properties raised full-year guidance after senior housing same-store NOI grew 19.2% in the second quarter, even as its life science lab segment continued to lag.

Virginia’s State Corporation Commission will require data centers to pay for transmission infrastructure built for their facilities, following Gov. Spanberger’s push to shield ratepayers from rising costs.

Marcus & Millichap posted 17.8% revenue growth and a return to profitability in the second quarter as commercial real estate sales and financing activity picked up.

Centric Development and Sage Equities sold a 611-unit, five-property Class A senior housing portfolio in the Atlanta suburbs for $147 million in an all-cash deal arranged by JLL.

The Ardent Companies launched a continuation vehicle backed by StepStone Group to recapitalize an eight-property, 742,855-square-foot Class A self-storage portfolio across seven states.

Apollo Global Management is investing $1.02 billion in a joint venture with Starwood Real Estate Income Trust covering roughly 120 affordable housing properties, easing SREIT’s liquidity pressure.

U-Haul Holding Company grew self-storage revenue 6.8% and expanded its owned storage footprint to 1,642 locations, even as occupancy softened and overall profit declined.

National apartment rents rose for a fifth straight month in July, with Sun Belt markets that were hit hardest by new supply showing early signs of recovery, according to Yardi Matrix’s latest national multifamily report.

CareTrust REIT closed roughly $291 million in new healthcare property deals over the past week, pushing its 2026 investment total to approximately $1.5 billion, the real estate investment trust announced Aug. 6. The pace underscores how aggressively the skilled-nursing and senior-housing REIT has been deploying capital across both the U.S. and U.K. this year. The … Read more

TPG AG U.S. Real Estate and Redfearn Capital have acquired a 53-building industrial portfolio for $628 million, the companies announced, adding 5.4 million square feet of shallow-bay logistics and manufacturing space concentrated in fast-growing Southeast markets. The portfolio, purchased from seller DRA Advisors, is roughly 87% occupied and spans seven states: Florida, Georgia, North Carolina, … Read more

Starwood Property Trust’s GAAP net income fell 95% in the second quarter, dropping to $6.6 million from $129.8 million a year earlier, even as the commercial mortgage REIT’s preferred profitability measure held essentially flat, the company reported for the quarter ended June 30. GAAP earnings per diluted share came in at 1 cent, down from … Read more

American Healthcare REIT raised its full-year guidance after posting its tenth consecutive quarter of double-digit same-store net operating income growth, the healthcare and senior housing REIT disclosed Aug. 6 in a filing with the Securities and Exchange Commission. Total portfolio same-store NOI grew 13.2% in the second quarter compared with a year earlier, extending a … Read more

Realty Income posted 3.8% AFFO growth and raised its 2026 outlook while disclosing a $6 billion hyperscale data center joint venture and a new institutional private-capital fund.

NAHB’s Multifamily Production and Occupancy Indexes both declined in Q2 2026, with mid- and high-rise sentiment falling the most amid financing costs, permitting delays and labor shortages.

Brookdale agreed to buy the real estate of 17 leased senior living communities for about $157 million and refinanced $244 million in mortgage debt, clearing all maturities until 2028.

LTC Properties expanded its partnership with operator Lifespark, buying two Minnesota senior living communities for $95 million at a 7.4% cap rate as its SHOP portfolio grows to 39 properties.

Newmark Group acquired German real estate valuation firm L+P Immobilienbewertung, its fourth Valuation & Advisory acquisition in Europe this year following deals in France, Canada and Germany.

Brookfield Asset Management Ltd. raised a record $77 billion in new capital during the second quarter of 2026, the company announced Aug. 5, as institutional investors poured money into its credit, infrastructure and private equity strategies. The haul pushed year-to-date fundraising to $98 billion and set up what CEO Connor Teskey called the firm’s “best … Read more

Innovative Industrial Properties Inc., the real estate investment trust that owns cannabis cultivation and processing facilities, posted second-quarter 2026 profit that topped Wall Street estimates even as tenant defaults kept a lid on revenue growth, according to an Aug. 3 SEC filing. Total revenue was $63.3 million, roughly flat with $62.9 million a year earlier … Read more

Prologis converted its July “best and final” offer into a signed agreement to acquire U.K. industrial landlord SEGRO plc, creating the world’s largest publicly traded industrial REIT.

Savills Plc has closed its $1,112.5 million purchase of Eastdil Secured LLC, rebranding it Eastdil Secured Savills and creating what the firms call the world’s number two advisor on prime commercial real estate deals above $100 million.

Harbert Management Corporation closed three transactions totaling $455 million for five senior housing communities in New Mexico, Colorado, Florida and Texas, extending a wave of institutional investment in seniors housing.

Macerich posted a company-record $919 in trailing 12-month sales per square foot and a narrower net loss in Q2 2026, as the mall REIT pointed to its Path Forward turnaround plan and rising occupancy.

Cushman & Wakefield posted record second-quarter leasing and services revenue, with adjusted EBITDA up 14% and full-year guidance raised, even as capital markets revenue dipped and GAAP net income fell.

Catalyst Healthcare Real Estate and Nuveen Real Estate announced a $400 million equity joint venture to fund roughly $1.3 billion in medical office and specialty healthcare developments from 2026 to 2028.

Alexandria Real Estate Equities reported a Q2 2026 net loss of $0.43 per share and $222.5 million in impairment charges, but leasing volume rose 60% sequentially and the life-science REIT held its full-year FFO guidance steady.