Minhaj Choudhury

On December 4, Manatt's Ted Hunter will moderate a panel at Markets Group's Real Estate Global Forum in New York. The "Building a Recession-Proof Portfolio" panel will discuss strategies for generating returns in 2025, structuring #realestate allocations, divesting certain investments, hedging risk over the next 12-24 months, and adjusting portfolio strategies to build resilience during a recession. To learn more and register, click here: https://lnkd.in/ezxF2i33

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“You can’t buy back all of your interest on any given day because where would you get the money to do that if it’s all sitting in illiquid real estate?” #NAV #REITS: Excellent quick read from Urban Land Institute, citing ADISA's L&R Co-Chair and President-Elect John Grady, clearing up misinformation regarding Non-Traded REITS. "NTRs...were never meant to be liquid. Unlike volatile funds that trade on exchanges, NTRs were designed to give investors stable, long-term returns and allow issuers the ability to wait out the market and sell assets only at peak prices. Commercial property assets are, after all, much different from stocks by being fundamentally illiquid." https://lnkd.in/ezMimHYR

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The value of distressed assets in the #CRE marketplace continued to grow in the U.S. into Q3'24. Still, the ramp up is not as rapid as that seen following the GFC as there are different forces at play in the current market. Read more about the source of distress and a chart on comparisons to the GFC by my colleague Alexis Maltin here: http://ms.spr.ly/6049WR4GN MSCI Real Assets

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With our value-add asset strategy, MLG Capital targets assets to increase operational efficiency or implement renovation plans to drive NOI. Senior Vice President David Binder, Jr. describes how this approach targets risk mitigation and strong returns below ⬇: #PrivateRealEstate #Investments #Assets #AssetStrategy #MLGCapital

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The coming year poses a significant challenge for NYC's office market, with $4.8 billion in CMBS loans set to mature. Amidst occupancy declines and refinancing hurdles, will the Big Apple weather the maturity storm? Dive into Christopher Rosin's latest analysis for more insights: https://lnkd.in/gzSbQFH9 #CRECapitalMarkets

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Stanger reaffirmed its overweight rating for BREIT, highlighting the $23 billion returned to shareholders and the strong performance of its diversified real estate portfolio. Read the full article on SQX Alts! #REIT #alternativeinvestments #finance

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Listed REITs returned +2.3% last week, outperforming the S&P by 54bp and the NASDAQ by 50bp. Real estate was the 4th best of the 11 S&P sectors. Every subsector was positive as data centers (+4.9%), lodging (+4.7%) and office (+3.7%) led while single family rental (+0.2%), malls (+0.7%) and manufactured housing (+1.0%) were relative laggards. Year-to-date returns now stand at +12.1% with valuations only -2.7% below their 2024 highs. Here's your pretty picture.

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Not half bad: New York City sees more sales in first six months of the year In the first half of 2024, New York City’s investment sales market experienced a significant boost, with an 11% increase in transaction volume and a 23% rise in dollar volume compared to the latter half of 2023, Connect CRE reports. This growth is driven by recent legislative changes such as a tax abatement and zoning reforms under Mayor Eric Adams’s “City of Yes” initiative, which have bolstered investor confidence. Transactions totaled $11.48 billion across 943 deals, with notable activity in the residential sector due to mortgage maturities.   Read more: https://lnkd.in/dHzHFMw8   #ThomasTitleandEscrow #CommercialRealEstate #TitleTrove #NYC #MarketGrowth

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EQT Exeter Expands Footprint in Suburban Boston. A California-based real estate investment firm with a national portfolio of light industrial real estate, sold a pair of distribution centers in Taunton, Massachusetts, to EQT Exeter, the industrial real estate firm formed two years ago through the acquisition of Exeter Property Group by Swedish investment manager EQT AB. The two buildings traded for $37.35 million, or approximately $202.45 per square foot. The assets involved in the sale are located in the Myles Standish Industrial Park and were reported to be fully leased at the time of closing. They include 385 Myles Standish Blvd., 141,990-square-foot manufacturing facility that was recently leased by WorldPac, a wholesale distributor of automotive parts. It sold for an allocated $30.46 million. The other building at 295 Constitution Dr., is listed as a 42,500-square-foot warehouse and sold for an aggregated $6.89 million. https://lnkd.in/g_zRm8b7 #industrialreaalestate #propertyinvestment #realestateinvestment #realestatefirm #warehouse #milliondollarlisting #industrialbuilding

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Questions about Reitrades? In this recent article, our Founder Artur Muller answers some of the most frequently asked questions on how you can leverage Reitrades to optimize CRE acquisitions and dispositions. #CRE #commercialrealestate #proptech #fintech #automation #digital

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At Topaz Capital, we're thrilled to share a pivotal opportunity for UHNWIs, Family Offices, and PERE Funds looking to deepen their commitment to the appealing Florida multifamily market now that values have largely recalibrated. According to a recent report by Fidelity Investments, with a staggering $432 billion in net worth by family offices alone, there's a planned 36% increase in direct real estate investments. This strategic move emphasizes the increasing confidence in real estate as a dependable investment option in today's climate. Now is the perfect time to capitalize on this capital allocation trend. Core, Core-Plus, and Value-Add Multifamily properties across Florida present lucrative opportunities for stable returns and long-term growth. Whether you're seeking prime locations, sustainable income streams, or portfolio diversification, our expertise and strategic insights can guide you toward success. Let's connect and discuss how TOPAZ can help you achieve your investment goals in this dynamic market! #DirectInvesting #FloridaRealEstate #PortfolioDiversification #MultifamilyCRE #TopazCapital

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📢 Market Insights: Major Commercial Real Estate Deal in D.C. 📢 Tishman Speyer has sold a 12-story office building at 2000 K Street NW, Washington, D.C., to Spear Street Capital for $140.2 million. This deal, despite being a nine-figure sale, resulted in a net loss for Tishman Speyer after a $65 million renovation. The transaction underscores the evolving landscape of the commercial real estate market, where properties often sell at significant discounts. 🏢 Current Market Trends and Opportunities 🏢 1. Rising Interest Rates and Capital Challenges: The commercial real estate market is contending with higher interest rates and challenges in capital availability. Many real estate firms expect these conditions to persist through 2024, prompting a focus on expense mitigation and efficient capital use . 2. Office Space Repositioning: The office sector continues to struggle with high vacancy rates, approaching historic peaks. However, there are opportunities in converting obsolete office spaces into residential units or data centers, aligning with the trend of adaptive reuse . 3. Retail Sector Resurgence: Retail properties, particularly neighborhood shopping centers, are experiencing a rebound. The demand for retail space has increased significantly, reflecting a shift in investor sentiment towards this asset class as consumers continue to favor in-person shopping experiences . 4. Industrial Sector Insights: The industrial sector, while showing signs of softening, remains robust. The long-term prospects for warehouse and distribution properties are positive, driven by ongoing re-shoring and nearshoring efforts in manufacturing . 🔍 Discover Opportunities with Helm Ventures 🔍 At Helm Ventures | Commercial Real Estate, we specialize in identifying prime retail real estate opportunities and navigating the current market dynamics to secure the best deals for our clients. Whether you are looking to expand your business or invest in high-potential properties, our expertise in the commercial real estate sector ensures you stay ahead of the curve. 📧 Contact us today to explore more: Allen Meizlish: [email protected] Jerome Raymond: [email protected] 📢 Stay Informed and Seize the Opportunity 📢 www.Helm-Ventures.com Stay informed and turn these shifts into strategic advantages. Discover more about retail real estate opportunities at Helm Ventures | Commercial Real Estate. #CommercialRealEstate #RealEstateInvesting #MarketTrends #InvestmentOpportunities #HelmVentures #DCRealEstate #RetailRealEstate #BargainHunting #StrategicInvesting #RealEstateDeals By leveraging current market insights and trends, Helm Ventures is committed to helping you make informed, strategic decisions in the commercial real estate sector. Connect with us today to uncover lucrative opportunities in this dynamic market!

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Looking for insights in U.S. distressed commercial real estate? Please read a timely Q&A with Jimmy Lam, Managing Director of Global Investments. Here he shares valuable thoughts on navigating the current market. As the market continues to shift, Jimmy highlights key opportunities for investors and developers who are prepared to think creatively and act decisively. His deep knowledge and experience offer a roadmap for those looking for investment opportunities in the CRE space. “A very common scenario we’re seeing in the market right now involves loans coming due with lenders eager to exit their positions. This situation puts significant pressure on borrowers to quickly find alternative capital sources to replace the outgoing lender. Interestingly, the asset itself might not be distressed—often, it’s a well-performing property. However, the lack of liquidity in the market creates a challenging environment for the borrower, which allows us to be highly selective in the deals we pursue and to charge a premium for stepping in.” #RealEstateInsights #CREInvestment #DistressedAssets https://lnkd.in/e-Ag5Uyq

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Thank you to NYU Schack Institute of Real Estate for featuring Hoya Capital and CIO David Auerbach in their excellent "Meet the Managers" webinar series. The discussion is a 45-minute deep dive into all facets of the REIT industry - both current and past - and Hoya's research and portfolio management process. Watch the full interview here: https://lnkd.in/eCWvAp-h #REITs #Dividends #Investing #Income #Yield #RealEstate #Housing #Stocks #Bonds #HighYield #DividendInvesting #IncomeInvesting #Diversification #Inflation #realassets #investment

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Freddie Mac's latest midyear outlook forecasts muted growth for the multifamily sector in 2024, with high supply and slow rent growth posing challenges. Despite a healthy economy, the vacancy rate is set to rise, and rent growth is expected to be just 2.7%. This tempered performance is a result of record-high new unit supply and economic volatility. However, long-term prospects remain strong due to housing shortages, high for-sale housing costs, and favorable demographics. Secondary and tertiary markets, particularly in the Sun Belt and southern plains, are likely to see more robust growth. https://lnkd.in/dUYcUevi Website: https://londonmoeder.com/ Facebook: https://lnkd.in/d7-qmPKb LinkedIn: https://lnkd.in/dsKSa7am TikTok: https://lnkd.in/dMJuxejJ Youtube: https://lnkd.in/d2rGGnCy #commercialrealestate #commercialproperty #CommercialLand #commerciallandforsale #warehousespace #officespace #flexspace #industrialspace #sandiegocommercialrealestate #sandiegorealestate #realestate #cre #realtor #realestateagent #realestateinvesting #property #commercial #commercialproperty #realestateinvestor #business #investment #propertymanagement #investmentproperty #residentialrealestate #forsale #retail #entrepreneur #construction #officespace #realestatebrokerage #housingshortage #housing #housingelements #housingmarket #housingcrisis #orangecountyrealestate #orangecounty #orangecountyhomes #latimes #lahousing #losangeleshousing #housingresearch

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Listed REITs returned -2.9% week-over-week, underperforming the S&P by -155bp and the NASDAQ by -140bp. The culprit was once again rising real rates that increased by +10bp to 2.05%, the highest level since early July. Healthcare (+0.5%) and shopping centers (+0.2%) eked out positive returns while single family rentals (-7.3%), apartments (-5.2%) and cell towers (-4.6%) were laggards. Listed REITs stand at +8.9% year-to-date and +31.9% year-over-year. Here's your pretty picture.

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Public incentives and private angst are combining to drive dozens of New York City office-to-residential conversions past the planning stages. Read the story: https://lnkd.in/eeE7ttra #RealEstate #CommercialRealEstate

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