Stoneweg US, LLC

Introducing Volume 2 of Stoneweg US’s HouseView - our commitment to keeping you informed about the latest insights and activity shaping our #sustainable #investment approach. In this issue, our CEO, Patrick Richard, gets into the ‘how’ of achieving #alpha through responsible investing, data-driven accountability, and ESG-centered decision-making. Discover key insights on: - Leveraging sustainability to unlock investment returns - Using data to ensure transparency and maximize impact across the portfolio - Balancing market resilience with long-term growth The HouseView series is crafted to offer investors and industry leaders a transparent view into Stoneweg US’s approach to value creation. Don’t miss the full document - now available on our website. Gain insights into the future of real estate investment with Stoneweg US and learn more from articles authored by our EVP of Asset Management and Development (Samuel Palmer) , CFO (Karen Weller, CA, CPA, CTP) , Head of Capital Markets (Justin Anstey) , and Sr. Director of Acquisitions (Garrett Pisarik). Full House View on our What We Do page Here: https://lnkd.in/eBH6RufF

#stonewegmarketminute with Ryan Smyth: The multifamily market continues to navigate an era of high interest rates and economic uncertainty. With the Federal Reserve signaling a more hawkish stance for 2025, persistent inflation concerns and elevated rates are reshaping the investment landscape. Borrowers with floating rate debt face mounting challenges, while cautious buyers watch for opportunities amid a potential pricing reset.   As non-performing loans begin to emerge, the question remains: will sellers and lenders hold their ground, or will distressed assets create openings for strategic investors?   While the market faces uncertainty, the upcoming holiday season is a reminder to pause, reflect, and look ahead with optimism. 

As we reflect on the close of 2024, our Stoneweg team came together to celebrate, give back, and look ahead. We enjoyed a memorable holiday dinner on the water in Tampa Bay, followed by a meaningful morning volunteering to assemble bikes for children with cancer. Partnering with OnBikes, Inc. was an impactful morning and helped the spirit of the holiday season shine through. This year brought its share of challenges - from market fluctuations and hurricanes along the East Coast to the dynamics of an election year. Yet, through it all, we remained resilient, uncovering new opportunities and navigating the path forward. From all of us at Stoneweg, warmest wishes for a joyful holiday season!

Our latest development, Lake Maggiore in St. Petersburg, is home to a unique initiative: a community garden project that brings people together while adding meaningful value to residents' lives.   From day one, our Sustainability and Development teams have partnered with garden expert Desiree Sims - from Peas and Love - to create a space where neighbors can connect and grow.   Thomas Stanchak, our Managing Director of Sustainability, spoke with Bay News 9 about how this initiative bridges sustainability and community engagement.   Tune in to watch the feature here: https://lnkd.in/e7Um8Vjr #stpete #multifamily #communitygarden #sustainability

#stonewegmarketminute with Ryan Smyth: As the Federal Reserve prepares for its final FOMC meeting of the year, the multifamily industry faces a combination of economic uncertainty and opportunity. With the market pricing in a potential rate cut amidst rising inflation indicators, we’re watching labor market trends and treasury yields closely. These variables shape not only the cost of capital but also the broader landscape of investment and development.   Despite the challenges, multifamily demand remains strong, and new supply is being absorbed faster than expected. However, will inflation become a prominent issue again, offsetting expected rent growth in the back half of 2025? Will we "Survive to '25" or find ourselves “In the mix until '26”?   What’s clear is that the industry thrives on adaptability, and the road ahead will demand resilience and strategic vision. 

We’re proud to announce that Stoneweg US has been certified as a Great Place To Work US for the second year in a row! This recognition is a reflection of the culture we’ve worked hard to cultivate—one built on trust, collaboration, and mutual respect. A heartfelt thank you to our incredible team for making this possible. Your feedback and dedication continue to shape SWUS into a workplace where people feel supported and empowered to thrive. Here’s to another year of shared success and growth!

Last week, we wrapped up one of our final winter conferences for the year in #NYC. Our Head of Capital Markets, Justin Anstey, and Director of Investor Relations, Elizabeth Campos-Alvarez, CPA, represented Stoneweg at the 11th Annual #GlobalRealEstateForum.   Keynotes and panelists focused on market resilience, #sustainable #investment strategies, and leveraging innovation to navigate economic shifts.   As proud sponsors, we’re honored to support meaningful dialogue that drives progress in our industry and excited to continue to apply these insights to create lasting value for our stakeholders.

Strategic partnerships are the cornerstone of Stoneweg’s investment success. Senior Director of Acquisitions, Garrett Pisarik, explains how our disciplined approach to investing ensures we seize the right opportunities in due time and strengthen our portfolio through solid, long-term relationships. Learn more about our strategy in our recently published House View here: https://lnkd.in/eBH6RufF

#stonewegmarketminute with Ryan Smyth: The #multifamily market is in a unique moment of cautious optimism. While uncertainty surrounds the market – ranging from the still-peaking construction pipeline to the far-reaching economic implications of evolving government policies – there are compelling reasons to believe brighter days lie ahead. Why the caution? ➖ Construction pipelines remain heavy, particularly in Sun Belt markets like Charlotte, Raleigh, Nashville, and Austin. ➖ Many institutional investors are adopting a "wait and see" approach, awaiting clarity on economic impacts tied to government spending, tariffs, and other policy shifts. Why the optimism? ➖ Experts like Blackstone’s Nadeem Meghji emphasize that now is the time to invest, with major firms like Blackstone, Brookfield, and KKR actively buying billions in real estate. ➖ The supply pipeline is contracting sharply: national construction starts have dropped by 70% since 2022, with some markets, like Houston, seeing a staggering 97% decline. ➖ Meanwhile, demand for multifamily #housing remains strong due to high interest rates eroding the single-family market's affordability. Renters across generations are recognizing multifamily housing as the more #sustainable and affordable choice. As we move toward late 2024 and begin to move into 2025, the combination of diminishing supply and steady demand paints a promising picture for multifamily investors. For those able to secure deals today, strong fundamentals and market recovery seem just around the corner.

Sr. Director of Acquisitions, Ryan Smyth, was invited to participate in the 8th Annual CBRE Softball Classic at the George M. Steinbrenner Field! It was a pleasure to reconnect with familiar faces and share in a day that celebrated community and camaraderie. Grateful to have been part of such a special event!