Dreaming of Yield: Blackstone solidifies its real estate portfolio through $4.7bn Dream Global REIT acquisition

Blackstone Group Inc. (NYSE:BX) – market cap as of 16/09/2019: $63.96bn Dream Global Real Estate Investment Trust (TSE:DRG.UN) – market cap as of 16/09/2019: $3.22bn Intro On September 15, Dream Global Real Estate Investment Trust announced acquisition agreements with affiliates of real estate funds manager, Blackstone, in an all-cash $4.7bn Read more…

The Logic of Investing in Logistics

In this article we are going to discuss the increasing importance of logistics real estate and the trends that affected the sector in Europe. We will then explain the main drivers of demand and supply for logistic properties and how these are likely to change in the future years. Finally, Read more…

Can Next Crisis Come from Canada?

The current bull market has been continuing (with certain fallbacks) for around ten years. This has left people questioning when and, more precisely, where will the next crisis come from. In search of a potential contagion, we had our attention drawn to Canada, a seemingly safe economy which had emerged Read more…

Oaktree’s Countryside Properties finds its home on LSE, valued at £1.01bn at IPO

Oaktree Capital; market cap as of 04/03/2016: $7.33bn (£5.15bn) Countryside Properties plc.; market cap as of 04/03/2016: £ 1.01bn Introduction On 14 January, 2016, Countryside Properties plc. (Countryside), UK-based real estate developer controlled by private equity firm Oaktree Capital Management, L.P. (Oaktree),announced its intention to proceed with an initial public Read more…

“Wanna Play Big: Scale Up!” – Starwood Waypoint Residential Trust to Acquire Colony American Homes

Starwood Waypoint Residential Trust; market cap (as of 26/09/2015): $953.73m Colony American Homes; market cap (as of 26/09/2015): N.A. Introduction On September 21 Starwood Waypoint Residential Trust (NYSE: SWAY) and Colony American Homes (CAH), two of the largest U.S. single-family home landlords, agreed on the merger in an all-stock deal Read more…