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Nine Must Reads for Real Estate Investors Today (April 6, 2023)

Brookfield REIT CEO Zachary Vaughan stepped down to “pursue other business opportunities” reports The Real Deal. Walmart is revamping its supply chain strategy, according to The Wall Street Journal. These are among today’s must reads from around the commercial real estate industry.

  1. Brookfield REIT CEO steps down “Brookfield Real Estate Income Trust announced Tuesday that Brian Kingston, who is already CEO of Brookfield’s real estate business, will also take on leadership of the REIT from Zachary Vaughan, who Brookfield said is leaving to ‘pursue other business opportunities’ and will help with the transition.” (The Real Deal)
  2. Investors Sold REITs in Response to the Banking Crisis. They May Have Overreacted. “The recent collapse of Silicon Valley Bank has had a knock-on effect on the value of real estate investment trusts. But real estate experts believe that the banking crisis isn’t likely to result in long-term problems for the REITs market.” (Institutional Investor)
  3. Is Commercial RE Dying or Just Media Clickbait? “One investor’s peril could be another’s opportunity. Benzinga has talked to numerous real estate investment trust principals and other investors who say that not only is the current crisis a regional one but that it has made for some good buying opportunities.” (Benzinga)
  4. Is commercial real estate a ticking time bomb for small banks? “Maturing commercial real estate debt could become the next big concern for smaller banks, and lenders' exposure to this corner of the credit market is sure to draw attention during the earnings season that gets underway next week.” (American Banker)
  5. The data strikes back “Despite the tumult inflicted by recent banking issues on markets, the underlying data trends slightly diverge from our previous view. But, as we previously noted, downside risk to the economy is increasing as the Fed tries to balance all three legs of its mandate.” (JLL)
  6. Here’s What You Need to Know About Private Offerings “While private offerings provide an opportunity for sponsors to access capital outside of traditional financing methods, there are several key legal issues that must be carefully considered to ensure compliance with relevant laws and regulations.” (Commercial Property Executive)
  7. Meet the New Normal in Commercial Real Estate Investment “More flexible financial arrangements such as preferred equity and mezzanine financing can help vent the pressure building on assets that were financed at low rates and higher values. If sponsors, investors and lenders can step up cooperation and postpone exit plans to better position projects for changing conditions and opportunities, perhaps more severe outcomes can be avoided.” (Commercial Observer)
  8. A contract’s still a contract: Court backs commercial landlords “For commercial landlords whose tenants fell behind on rent from March 2020 to June 2021 and whose leases held them personally liable for that debt, the ruling is a huge win. Those landlords may now be able to go after those tenants’ assets, said Sherwin Belkin of the law firm Belkin Burden Goldman.” (The Real Deal)
  9. Walmart’s Supply-Chain Strategy: Better, Not Bigger “Walmart has outlined several different levers it can pull to get there, including selling more categories of higher-margin general merchandise. But what will truly move the needle is its investment in supply chain and technology, which Walmart thinks will reduce costs and result in better delivery speed and accuracy.” (The Wall Street Journal)
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