CRE360 Pulse

Good morning — Daily Brief highlights major institutional moves across specialized CRE sectors. Morgan Stanley and GSA closed a $1B U.S. student housing deal covering 8,100+ beds, signaling renewed confidence in the sector. CoreWeave announced a $50B data center expansion, adding 20 new facilities by 2027 to meet surging AI-driven demand. Meanwhile, Phoenix’s retail market defied national trends with rising investment volumes and tightening cap rates. Overall, institutional capital is pivoting toward resilient, high-demand asset classes such as student housing, data centers, and necessity retail.