This week, we talk some takeaways from institutional real estate’s March Madness, the PREA conference – we’ve got the latest on what the industry's biggest allocators & fund managers are thinking about. Then, we SNF around that quirky asset class’ latest megadeal - Chuny Herzka’s $1.7B acquisition of the Centers healthcare portfolio. And finally, the changing of the guard at Camden Property Trust  and BGO's takeover of Bell Partners are great excuses to discuss 2 of our favorite themes – AUM Gobbling & the private-leaning shift in the capital markets.

Plus, our "Punch List" rundown of the newsiest industry happenings: Apollo HQ2; tenants pouncing on distressed buildings dies; and the Dubai real estate scene.

Sponsors:

1) This episode is supported by LoanBoss, the industry-leading debt management software. Featuring one-click covenant testing, instant cash flow forecasting, and our favorite nerdy delight: Live forward curves! Check them out at loanboss.com
2) This episode is supported by Bravo Capital, a leading HUD and bridge lender. See how their precision underwriting means quicker approvals and higher proceeds for sponsors by visiting bravocapital.com

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Further reading/listening:

Ethan Penner on the changing nature of the CRE capital markets

Hiten on Bloomberg's Odd Lots podcast chatting about Dubai real estate and the GCC allocator Q

The New Distress Play: Buy Your Own Building

Apollo Teases HQ 2

Meet the AUM Gobblers

Podcast: Sixth Street's AUM Gobbling

Nursing Home Power Roster

Podcast: SNFing out Megadeals

Podcast: Talking Tycoons: Tom Cousins