Vikaas Patni

PE Firm Just Dropped $947,000,000 on 119 JCPenney Stores An affiliate of Boston-based Onyx Partners just signed a binding agreement to buy 119 JCPenney locations across 35 states.. - All-cash - 15.8M+ square feet - Scheduled to close by September 8 The play? • Triple-net leases already in place • Average store size: 133K SF • Sale arranged by Newmark from a holding trust formed after JCPenney’s 2020 bankruptcy But here’s what makes this a power move: → The properties are cash-flowing from day one → Onyx locked in the deal after multiple competing bids → Deposit is non-refundable = full conviction → The assets are leased to Penney Intermediate Holdings, meaning built-in tenant control After years of retail uncertainty, this signals something different: • Savvy buyers are betting on stabilized retail + creative reuse potential • Core retail is being repriced and big players are moving early • Construction is expensive… but this portfolio is already built and cash-positive Does this mark a quiet turning point for big-box real estate? Retail REITs, PE firms, NNN investors… take note! Link: https://lnkd.in/gTzc_AFP #RetailRealEstate #CREDeals #PrivateEquity #NNNLeases #AssetStrategy #JCPenney #RealAssets #CREInvestment #BigBoxRetail #MergersAndAcquisitions #RealEstateNews #DealFlow #OgilvyStyle

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Logistics has long been one of our highest conviction themes at Blackstone Real Estate. Blocking out the noise, in the US, we are seeing 6% YoY same-store NOI growth as of the end of Q2. A 2x increase in US e-commerce sales since 2019 combined with ~$760B in US manufacturing investment announcements since 2021—all while new supply is down nearly 70%—makes for a very compelling landscape. 

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What trends will shape the real estate market over the next six months? The real estate market is poised for significant shifts over the next six months, influenced by evolving economic conditions, technological advancements, and changing consumer preferences. Here's an overview of the key trends expected to shape the market: 🏡 1. Premium Housing Demand Surges 🏢 2. Commercial Real Estate Expansion Office Space Growth: India's office stock is projected to surpass 1 billion sq. ft. by Q3 2025, positioning the country as the world's fourth-largest office market. 🏘️ 3. Affordable Housing Dynamics Mixed Sales Performance: Affordable housing sales declined by 9% year-on-year in Q1 2025, but unsold inventory decreased by 19%, indicating gradual absorption. 🌱 4. Sustainability and Technology Integration Green Building Demand: There's a growing preference for eco-friendly, energy-efficient buildings, with certifications like IGBC and LEED gaining importance. 🏙️ 5. Urbanization and Infrastructure Development Metro Connectivity: Cities like Kolkata are witnessing increased real estate activity due to improved metro connectivity, such as the extension to Joka, leading to a 51% rise in property prices since 2019. 📈 6. Market Sentiment and Policy Support Positive Outlook: The NAREDCO Real Estate Sentiment Index indicates heightened confidence among developers and investors, driven by macroeconomic stability and favorable policy conditions. 📊 The Outlook The Indian real estate market is poised for continued growth, with opportunities across luxury, commercial, and affordable segments. Investors and developers must stay informed and adapt to these trends to remain competitive. What trends do you see shaping the market? Let's discuss! 👇 #RealEstate #IndiaRealEstate #LuxuryHomes #AffordableHousing #Sustainability #PropTech #CommercialRealEstate #Infrastructure #MarketTrends #InvestmentOpportunities #PolicySupport #Urbanization Casagrand Premier Builder Limited CREDAI Chennai Arun Mn Bala Ramajayam sai sravani P.Sai Dhinesh SHRM-SCP, CPHR Bindhu Nayarath

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In its 2025 student housing outlook report, commercial real estate lender Walker & Dunlop predicted a “dynamic” year for the sector. “After a period of slowed transaction volume due to macroeconomic headwinds, the market is rebounding as interest rates stabilize, institutional capital builds conviction, and enrollment at major universities continues to rise,” according to the report. CNBC #studenthousing #transactions #universities https://lnkd.in/g-PJ7b6N

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