Jon Gray’s Post

Here’s what good #realestate investors know: now is the time to lean in on deploying capital.

🚀 As per Jon Gray, CEO of Blackstone, this is probably the bottom of the market. He's at their annual real estate conference, where they address the most sophisticated institutional investors in the world. "It's fascinating to compare the opportunities in real estate today versus the headlines you read about the sector." I couldn’t agree more with Jon Gray on this. Having just returned from our own investor event and speaking with various people in the industry, it's evident that the perception shaped by the media and the reality on the ground are worlds apart. This period will go down in history as a generational opportunity, but it’s crucial to know what to buy and when. The fact that Blackstone is leaning in signals that we have reached the bottom is interesting! They control the largest pool of data and can see momentum and activity more clearly than anyone else. Seize the moment. The opportunities are immense for those who understand the market dynamics. 📈🏢 #RealEstate #Investment #MarketOpportunities #Blackstone #JonGray

A few highlights from Blackstone’s annual meeting with their real estate investors: ➖ Pension funds, sovereign wealth funds, and endowments have trusted the #RealEstate ventures of the company for decades. ➖ Today’s discussion focuses on the ability to look beyond negative real estate headlines. ➖ The best real estate #investment opportunities appear during uncertain times, similar to post-2009. ➖ Reduced new construction, lowering interest rates, and tightening spreads are signs of real estate momentum. According to experts, now is the time to capitalize on emerging #opportunities in the current market landscape.

LP Week was great and here is Jon Gray just off the stage, sharing that (1) we are able to separate the headlines, which are super-negative on real estate but actually provide opportunity to invest into this uncertainty and (2) we are leaning in as we see less new construction, rates coming down, spreads tighten. Message is clear - you want to invest before the all-clear sign. (Separately, it was great to connect with lots of our private wealth leaders amidst a sea of the biggest and most sophisticated institutional investors.)

Sal L., chair of Barnes & Thornburg’s Real Estate Department, will moderate a panel discussion on Jan. 19 at the 20th Annual Winter Forum on Real Estate Opportunity & Private Fund Investing, hosted by the Information Management Network (IMN). Sal’s panel will address where we are starting to see signs of distress after years of growth, capital availability for development and acquisitions, cap rates and exit cap rates, the returns you are underwriting to, whether LPs have changed their investment parameters, and more. https://bit.ly/48Ccx40

Secure your place now for the upcoming 25th Real Estate Private Equity Summit, which will be held on March 26th in New York. Alongside an advisory board of industry leaders, we have meticulously crafted a program that dives deep into the high-level strategies and complex industry topics you need to succeed in 2024 and beyond. Interactive panels, executive exchanges, and over 10 hours of networking will enable you to: - Understand the key trends and structural drivers impacting the CRE space - Pick the best investment strategies and assets in the current climate - Know how the lending landscape is evolving and where capital will come from in 2024. - Learn how LPs are evaluating managers and where they are making new allocations. - Build an ESG-friendly portfolio that meets investor demands and drives returns - Leverage AI and data analytics to improve your investment performance Attract overseas capital, implement tax-efficient structures, manage distressed assets and more Limited seats are available so sign up now: https://hubs.li/Q02kRM7z0

KKR's European real estate platform takes center stage as PropertyEU’s May cover story. Read the full interview with my colleague Guillaume Cassou on the history and evolution of #KKRRealEstate in the region, its strategies and our team: https://go.kkr.com/4bQJjQc

Thank you Gregg for inviting me back to join you on InvestmentNews at the Nasdaq! As discussed, current market conditions continue to favor a focussed PERE strategy... #Participantcapital #RoyalPalmCompanies #Florida #PERE #RealEstate #alternativeinvestments

Indeed, as in many real estate investment considerations (unless you're flipping) time horizon is long term, so waiting for optimal "all-clear" sign is generally to be avoided. Time to be "greedy" in real estate?