AION Management’s Post

Transforming Workforce Housing: Exciting News from AION Partners! We are proud to announce a $700 million recapitalization of the AION 12 Portfolio in partnership with Vintage Strategies at Goldman Sachs Alternatives and a global institutional investor. This recapitalization spans 3,962 apartment units across 12 workforce housing properties in the Mid-Atlantic region. AION has also formed a strategic joint venture targeting $1 billion in value-add multifamily acquisitions with plans to expand by 4,000-6,000 units backed by a $300 million equity commitment. Our mission remains clear: to provide high-quality, affordable homes for middle-income families, strengthen local economies, and enhance the communities we serve. “As the undersupply of attainable housing persists, this partnership allows us to broaden our impact in regions where demand is strongest,” said Michael Betancourt, Founding Partner and Managing Director of AION Partners. Together, we’re building a brighter future for workforce housing across the eastern U.S. Learn more about our impactful work here: https://lnkd.in/eikvJvvz #WorkforceHousing #RealEstate #AIONPartners #GoldmanSachs #MultifamilyHousing #AIONManagement #AIONHome #AIONapartments

🚨 Acquisition Analysis: Blackstone Completes $10 Billion Acquisition of AIR Communities 🚨 Recently, Blackstone made headlines by completing the acquisition of Apartment Income REIT Corp (AIR Communities) in an all-cash transaction valued at approximately $10 billion. This strategic move, finalized on June 28, 2024, highlights Blackstone's continued confidence and investment in the real estate market. AIR Communities, known for owning and operating a broad portfolio of apartment communities, will enhance Blackstone's real estate holdings, expanding its footprint in the residential sector. This acquisition aligns with Blackstone's strategy to invest in high-demand, income-generating assets. Additionally, Blackstone is making significant strides in the AI sector through its partnership with CoreWeave, reflecting a commitment to expanding its digital infrastructure portfolio. This diversification into technology underscores Blackstone's forward-looking investment strategy. Implications for Blackstone: - Enhanced Portfolio: The acquisition boosts Blackstone's presence in the multifamily housing market, offering potential rental income and property value appreciation. - Strategic Positioning: Strengthens Blackstone's position in the U.S. real estate market amidst growing rental demand. - Stock Performance: The acquisition and tech investments are likely to positively impact Blackstone's stock, with investors viewing these moves as enhancing long-term profitability. AI Sector Expansion: - CoreWeave Partnership: Investing in AI and digital infrastructure aligns with high-growth opportunities, attracting tech-focused investors and bolstering long-term growth prospects. Follow us for more updates on relevant financial information! 🔗 Learn More: alpineintegrity.com #MergersAndAcquisitions #PrivateEquity #RealEstate #Blackstone #AIRCommunities #Investment #BusinessGrowth #CorporateNews

The January announcement that Blackstone has acquired Tricon Residential for $3.5 billion, which was topped with another announcement earlier this month about acquiring AIR communities for $10 billion, created an evident industry buzz. This hasn't only confirmed Blackstone's commitment to the US rental market but underscored the sector's potential as a robust investment avenue. Today, we've seen Blackstone further increase their stake by billions, a strong signal of the multi-family sector's appeal and stability. From Electra Real Estate's perspective, these developments align with our long-held belief in the value and resilience of Single-Family-Rentals and Multifamily investments. Amit Perry our head of Multifamily and Single-Family-Rentals division: "Watching these strategic acquisitions unfold only strengthens our belief in the residential rental market's growth. They affirm our strategy to seize these opportunities, highlighting the market's robustness and resilience. Blackstone's significant investment activities serve as a powerful indicator of the sector's future potential". Amir Yaniv Gil Rushinek Roy Maor Joe Lubeck #realestateinvestment #multifamilysector #strategicgrowth

Without a doubt, the most resilient and performing segment- rental housing in the US.

https://lnkd.in/eGm7E4nU Blackstone’s recent acquisition of the Apartment Income REIT and its subsequent price jump are good reminders that there are opportunities in down markets. The key is thoughtful analysis of potential investments—and it doesn’t hurt to have a few decades of experience under your belt. Fortunately, due diligence and experience are two of our specialties at Rhyze!

𝗖𝗼𝗻𝘀𝗼𝗹𝗶𝗱𝗮𝘁𝗶𝗼𝗻 𝗪𝗶𝘁𝗵𝗶𝗻 𝘁𝗵𝗲 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗛𝗮𝘀 𝗥𝗲𝘀𝗵𝗮𝗽𝗲𝗱 𝗠𝗮𝗻𝗮𝗴𝗲𝗿'𝘀 𝗟𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲 ⇢ Top 10 firms on PERE 100 (2024) is markedly different from that in 2019 ⇢ Only two firms, Blackstone & Brookfield, maintained their top spots ⇢ Five firms were replaced in the top 10 list from 2019 to 2024 𝟲 𝗠&𝗔 𝗕𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝗶𝗲𝘀 𝗶𝗻 𝗣𝗘𝗥𝗘 𝗧𝗼𝗽 𝟭𝟬 (𝙈&𝘼 𝙧𝙚𝙬𝙞𝙣𝙙: 𝒍𝙖𝙨𝙩 5 𝙮𝙚𝙖𝙧𝙨) + 𝗕𝗿𝗼𝗼𝗸𝗳𝗶𝗲𝗹𝗱: Retained spot #2. Acquisition history: Oaktree Capital in 2019 + 𝗧𝗚𝗣: Jumped to spot #3 from 21 owing to the acquisition of Angelo Gordon + 𝗕𝗚𝗢: At spot #4. Sun Life Financial & GreenOak RE became BGO in 2019 + 𝗕𝗹𝘂𝗲 𝗢𝘄𝗹: Climbed to spot #7 from 15 (2023). Acquired Oak Street in 2021 + 𝗔𝗿𝗲𝘀 𝗠𝗴𝗺𝘁: Featured at #8. Acquired Black Creek in 2021 + 𝗘𝗦𝗥 𝗚𝗿𝗼𝘂𝗽: At #10. Acquired ARA Asset Mgmt. in 2022 𝗖𝘂𝘁 𝘁𝗼 𝗧𝗼𝗱𝗮𝘆 ⤷ A challenging fundraising environment is squeezing more firms to sell ⤷ Mid & small-sized managers (PERE 200) also face amplifying pressure ⤷ Top 10 PERE firms raised over 30% of the total capital over the past 5 years ⤷ The majority of capital is concentrated among larger managers 𝗧𝗵𝗲 𝗦𝗲𝗶𝘀𝗺𝗶𝗰 𝗦𝗵𝗶𝗳𝘁 𝗶𝗻 𝘁𝗵𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 𝗟𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲 𝗦𝗵𝗼𝘄𝘀 𝗡𝗼 𝗦𝗶𝗴𝗻𝘀 𝗼𝗳 𝗦𝗹𝗼𝘄𝗶𝗻𝗴 𝗗𝗼𝘄𝗻 ⇢ With the lion's share of capital with large managers, smaller managers could work for them in the future, instead of going directly to institutional investors for investment capital. ⇢ Further with deals like: ✅ Keppel Corporation proposed acquisition of Aermont Capital ✅ Starwood Capital Group's takeover bid for ESR Group The shift in the manager's landscape is continuously evolving. 𝙎𝙤𝙪𝙧𝙘𝙚: 𝙋𝙀𝙍𝙀

Is now the perfect time to invest in CRE? Blackstone may think so, as it positions itself aggressively in the market. With $200 billion in dry powder and $143 billion in new inflows, Blackstone is eyeing major opportunities. The firm's focus on sectors like data centers and student housing highlights areas of growth amid a dynamic market. Jon Gray of Blackstone notes the current conditions provide a compelling moment for CRE investment, emphasizing the strategic timing before the market fully rebounds. Stay tuned to see how these big moves unfold in the commercial real estate space! #RealEstateInvestment #CommercialRealEstate #MarketOpportunities #InvestmentStrategy #Colliers #Pittsburgh #MoreIn24 #ThriveIn25 #ClosersCoffee #ColliersCapitalMarkets

Thank you to Benzinga for featuring this article highlighting our two new Charlotte acquisitions, Rise Blue Ridge and Rise Matthews Pointe. Rise48 Equity CEO and Co-Founder, Zach Haptonstall, said, "North Carolina has been a market that we've been targeting for a while due to its strong fundamentals of population growth, job growth, and strong median income relative to the affordable rents." (Benzinga) To read the full Benginza article, head to their website. To learn more about Rise48 Multifamily Investments in the Charlotte market, schedule a call with us on our website. #MarketExpansion #CharlotteMultifamily #CharlotteRealEstate #MultifamilyInvesting

𝐓𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐋𝐚𝐫𝐠𝐞-𝐒𝐜𝐚𝐥𝐞 𝐌𝐮𝐥𝐭𝐢𝐟𝐚𝐦𝐢𝐥𝐲 𝐀𝐜𝐪𝐮𝐢𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐚 𝐂𝐡𝐚𝐧𝐠𝐢𝐧𝐠 𝐌𝐚𝐫𝐤𝐞𝐭: ✅ Growing Demand for Affordable Housing: Investors will focus on value-add properties to meet rising affordable housing needs. ✅ Shift to Secondary and Tertiary Markets: Acquisitions will target less saturated, high-growth areas offering better cap rates. ✅ Sustainability and Green Initiatives: Multifamily acquisitions will increasingly focus on eco-friendly buildings and energy-efficient upgrades. ✅ Adoption of Smart Technology: Automated systems and smart tech will be crucial for improving operations and tenant satisfaction. ✅ Market Consolidation: Expect increased acquisitions by larger operators as smaller players merge or sell due to rising competition. ✅ Interest Rate Sensitivity: Rising rates will challenge deal volume, but investors will secure long-term, fixed-rate financing. ✅ Regulatory and Tax Changes: Acquisitions will shift towards areas with favorable regulatory environments to ensure profitability. ✅ Urban Redevelopment and Mixed-Use Growth: Large-scale deals will favor mixed-use developments and urban redevelopment projects. ✅ ESG Investment Focus: Investors will prioritize acquisitions that meet environmental, social, and governance (ESG) standards. ✅ Resilience During Economic Cycles: Multifamily properties remain attractive due to their stability in economic downturns. Real Estate, Multifamily Real Estate, Commercial Real Estate, Cobbscreekcapital, Cedric Marlow

Collaboration between AION and Goldman Sachs to Provide Workforce Housing Read the full article below..