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🏢 $847M logistics sale just reset Houston pricing
Houston just got expensive. Blackstone's $847M logistics portfolio acquisition at $180/SF is 40% above last quarter's comps. If you've got industrial clients sitting on the fence, this changes everything. Here's the breakdown...
💰 Deal Wire:
Transaction Alert - Houston Industrial: Blackstone Real Estate Partners X acquired 4.7M SF logistics portfolio from Prologis for $847M ($180/SF). Key details:
Cap Rate: 5.8% (vs 6.4% market average)
Location Premium: 8 miles from Port of Houston - intermodal advantage
Tenant Quality: 87% investment-grade tenants, WAULT 7.2 years
Market Impact: Resets pricing for Class A industrial 40% higher
🏗️ Development Intel:
Zoning Victory - Dallas: City Council approved 2.1M SF mixed-use development at Legacy West yesterday. Key intel:
Developer: Howard Hughes Corporation (publicly traded - stock up 3% on news)
Timeline: Ground breaking Q2 2024, delivery Q4 2026
Opportunity: Adjacent 12-acre site now available for $47M ($90/SF land basis)
Permit Pipeline: 47 new multifamily projects filed in Austin last week - supply wave incoming 2025-2026.
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📊 Market Movers:
Cap Rate Intelligence:
Office Core CBD: 6.8% (up 60 bps QoQ) - distress creating opportunities
Multifamily Class A: 4.9% (stable) - institutional money defending yields
Industrial Last Mile: 5.2% (down 20 bps) - e-commerce driving demand
Retail Strip Centers: 7.1% (up 40 bps) - consumer spending concerns
Absorption Update: Dallas absorbed 8.2M SF industrial in Q4 (vs 5.1M SF same period prior year). Supply pipeline: 12.4M SF under construction.
🤝 Network Effect:
Money Movement:
Starwood Capital deployed $2.1B in Q4 - hunting value-add multifamily
Brookfield divesting office assets, pivoting to industrial and data centers
Blackstone BREIT raised $4.3B in December - dry powder for opportunities
Lender Alert: Wells Fargo tightened lending criteria for office deals >$50M. Alternative lenders gaining market share.
Deal Maker Moves:
Marcus & Millichap's top Phoenix broker joined Cushman & Wakefield
CBRE landed exclusive on 2.4M SF Amazon distribution center site search