A strategic shift is reshaping real estate and energy capital flows. Constellation Energy is offloading the legacy risk of Three Mile Island Unit 2 to EnergySolutions, a move tied to over $1B in decommissioning liabilities. Blackstone’s latest global real estate fund closed at $17.2B—30% below its 2019 peak—reflecting tighter institutional discipline. Investors are increasingly exiting older energy infrastructure, with U.S. fossil-fuel asset sales reaching $8B YTD. ESG pressures and regulatory risk are accelerating capital rotation into renewables. Overall, risk repricing is defining the cycle, rewarding operators able to shed liabilities and deploy capital into higher-value opportunities.
What is CRE 360 Signal™?
A daily 3-minute market pulse for commercial real estate investors, operators, and dealmakers. Powered by CRE360 Signal™, each episode delivers sharp insights, key data points, and operator-level takes—faster than you can finish your coffee. If you don’t have time to read, listen here.