EQT Real Estate announces the sale of a 10.5 million square foot Southeast logistics portfolio to an affiliate of California based LBA Realty
Why this matters
Capital markets activity continues to be defined by the rotation from bank balance sheets to non-bank lenders. Private credit funds have raised record dry powder; banks have tightened CRE underwriting standards for the sixth consecutive quarter. The result is a market where well-sponsored deals clear, and marginal credit pays a meaningful spread to do so. For LPs, the allocation conversation has shifted decisively toward real estate debt, with equity allocations being deployed more selectively into operator-led platforms.
Editorial analysis · Real Estate Trail Editorial
On the RET wire
- Disclosed capital deal value tracked in August 2026: $33.8B across 46 reported transactions.
Computed from Real Estate Trail’s own tracked coverage
46 Class A logistics buildings totaling approximately 10.5 million square feet across 10 southeast markets in the Carolinas, Georgia, Florida, and Alabama The state of the art logistics assets average roughly 230,000…
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