“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.”


CompoundCap أعاد

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

BluegrassCap's tweet image. 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

Interest in orthopedic robotics continues to grow $SYK $ZBH

CompoundCap's tweet image. Interest in orthopedic robotics continues to grow $SYK $ZBH

GS Affordability Framework for Building Products...

CompoundCap's tweet image. 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.

Mann_Major's tweet image. 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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