CompoundCap
@CompoundCap
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“CoStar, a publicly traded company with a market value of more than $21B, will add STR's 30-year trove of confidential hotel information to its dominantly positioned commercial real estate data empire.” bisnow.com/national/news/…
“Given its dominance in search, hotels and online travel agencies are on another planet if they are not feeling wary.”
New Google Flights and Hotels Features Strengthen Its Booking Proposition skift.com/2019/03/11/new…
Im looking for a job at either a family office or an investment fund. Most interested in team, culture, learning, mentorship; less interested in title, money. Resume pictured. Appreciate your help connecting me with the right group. #retweet
Moody's Launches CRE Data Network As Potential Competitor To CoStar $MCO $CSGP bisnow.com/national/news/…
Interest in orthopedic robotics continues to grow $SYK $ZBH
Here Comes Canada: Brookfield Says It's The New No. 1 Office Owner In NYC $BAM bisnow.com/new-york/news/…
GS Affordability Framework for Building Products...
Zell’s best performing vehicle ($ELS). Strong demand tailwinds and no supply. Blackstone finally realizes and is paying up... bloomberg.com/news/articles/…
bloomberg.com
Blackstone Makes First Bet on Manufactured Housing
Blackstone Group LP has made its first bet on manufactured housing by buying a portfolio of communities sold by Tricon Capital Group Inc., according to people with knowledge of the matter.
Several structural tailwinds in manufactured housing biz: (1) GSEs to revive secondary market in MH loans in 2019; (2) Site-built premium at historical highs and rising; and (3) 'trailer park' stigma likely to fade in medium/long-term as communal benefits become widely accepted.
Fast fashion threat comes to cosmetics
Their dominance of cosmetics may have become as important to the industry as Apple iPhone manufacturer. bit.ly/2N1sw15
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