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Everyone is writing about artificial intelligence (AI) and jobs. Fewer people are writing about what happens to the buildings where people live. That is the piece missing from the conversation and the one that matters most to those of us who allocate capital to housing. Nearly half of U.S. renters already spend more than 30 percent of their income on housing. That is before AI begins to meaningfully reshape the labor market. No one knows exactly how quickly AI adoption will affect employment. But investors do not have to predict the future perfectly. They only need to recognize where today’s trends are likely to intersect.

Patron Capital is bringing together three senior women leaders in European real estate for the latest installment of its Patron Greatness Lecture Series.

Texas-based private equity firm Stonelake Capital Partners announced the final close of its eighth opportunistic real estate fund, Stonelake Opportunity Partners VIII (Stonelake VIII), on Sept. 30, 2026.

Link Logistics, an operator of last-mile industrial real estate and warehouse properties, announced the addition of Delta Industrial Park, an 878,104-square-foot industrial property in the Charlotte metropolitan area.

Industrial real estate has long been sorted into small-bay and big-box, but a distinct segment in between has gone largely undefined — until now.

National Real Estate Advisors, an investment manager developing, operating and managing commercial real estate and infrastructure projects across the United States, announced the promotion of Ben Kanne to managing director, investments.

Barings, a global alternative investment manager, has acquired a cross-dock logistics asset comprising 58,000 square meters (624,307 square feet) of lettable space in Hanover, Germany, on behalf of a core European real estate strategy.

Savills Investment Management (Savills IM), the international real estate investment manager, has added two grade A logistics assets in Dettelbach, Lower Franconia, near Würzburg, to a European logistics strategy.

SC Capital Partners Group, a Singapore-headquartered private equity real estate investment manager, announced the sale of Rivervale Mall in Singapore on behalf of its SC Core Fund (SCORE).

UBS Global Wealth Management’s chief investment office published the “Global Real Estate Bubble Index 2026,” analyzing residential property prices in 23 major cities worldwide, including four U.S. cities — Miami, Los Angeles, New York City and San Francisco.

After a brief summer break, Chase McWhorter, managing director, Americas, at IREI, is back and interviewed Matt Sheeleigh, vice president at Stockbridge, about manufactured housing, a property type not yet covered in the series.

Affordability pressures continue to shape multifamily demand and rent-growth expectations, but the broader relationship between renter incomes, new supply and rents has improved, according to Mike Altman, CIO at Cortland, in an exclusive interview with IREI.

George Comfort & Sons, and its partners Loeb Partners Realty and Jamestown, announced a $386 million refinancing of 200 Madison Avenue, its iconic 750,000-square-foot Grand Central district office tower.

Alterra IOS, a player in the industrial outdoor storage (“IOS”) sector that has acquired more than 500 sites nationwide, announced the acquisition of four IOS properties in the Houston metropolitan area.

Transwestern Investments announced it has acquired 320 Overland Drive, a 408,176-square-foot industrial facility in Chicago’s I-88 Corridor, on behalf of a separate account.

Sterling Organization, a West Palm Beach, Fla.-based private equity real estate investment firm focused on the retail sector, announced the acquisition of a three-property core portfolio of grocery-anchored shopping centers totaling 277,057 square feet.

Rockpoint, a Boston-based real estate private equity firm, and Rockpoint Industrial, an operating partner exclusive to Rockpoint, announced the acquisition of Richmond Trade Center, a 1.03-million-square-foot, five-building class A industrial campus in Chester, Va.

AEW, a global real estate investment and asset manager, released a new climate-related risk report that examines the combined impact of the costs associated with the energy transition, or greening of assets, and losses from physical hazards on projected prime European real estate returns.

Savills Investment Management SGR has entered the Italian real estate debt market after receiving authorization from the Bank of Italy to extend its operations to the management of Italian alternative investment funds (AIFs) focused on direct lending.

MAPP, a U.K. specialist in the operation of commercial and mixed-use property, has appointed Colin Wilson as senior advisor to the London business.