Brookfield's $10B YES! & RXR's OPM Masterclass

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The Promote Podcast

ten31 Media

37 episodes

6 days ago

Your Commercial Real Estate Insider guide. From profiles of the biggest dealmakers to skyline-shaping transactions, we bring you the deals, breakdowns and war stories that move the market — for insiders, by insiders. From bad-boy guarantees to CMBS tranche warfare to syndicator sins, we cover it all. Each week, The Promote Podcast explores three of the most interesting and consequential stories in CRE, taking you well beyond the headlines and into the heart of the action. Hosted by the award-winning “Bard of CRE,” Hiten Samtani, founder of ten31 media and author of The Promote newsletter, along with no-BS institutional insider Will Krasne. Also check out our 3x/week newsletter for industry insiders at https://www.thepromote.com/

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Brookfield's $10B YES! & RXR's OPM Masterclass

The Promote Podcast

33 minutes

1 month ago

Brookfield's $10B YES! & RXR's OPM Masterclass

This week, we dive into Brookfield's $10B mega-acquisition of manufactured-home player YES! Communities, and how it's emblematic of the next frontier of institutional CRE investing – we chop it up on the liquid debt markets for affordable housing, putting money to work at scale and Stockbridge's FAT upcoming promote. We then examine RXR's OPM masterclass in Manhattan with Gemini, a $3.5B office vehicle that is making splashy buys and generating even splashier fees in the process. We then visit the modest environs of Wilmington, DE, where Buccini Pollin is in the midst of an intriguing office-resi bet.

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Further reading:

https://www.thepromote.com/p/rxr-s-feeapalooza-sobrato-s-sv-sizzle#rx-rs-feeapalooza

Brookfield in talks to buy US landlord from Singapore’s GIC in $10bn deal