TowerBrook Capital Partners L.P.’s Post

Howdy! Buy Order! This past week the Real Estate & Financials sector (Christian Larios-Cruz, Maxwell Finnegan, Reece Jumonville, and Gauravaram Ganesh Sudhakar) in the Aggie Investment Club Equity Fund pitched Crown Castle (NYSE: CCI), a cell tower and telecommunications infrastructure company based in Houston. The fund accepted our pitch and has allocated 4.4% of our AUM for CCI. Our 2-year price target is $158.68 with an implied 62.22% upside. This interesting story with much noise is fueled by a potential fiber and small cell asset sale (~$12Bn), activist investor Elliott Investment Management L.P., a management shake-up, a current proxy fight started by a co-founder, and significant balance sheet restructuring. Attached below is our full presentation, valuation models, and in-depth investment thesis on Crown Castle. Please let me know what you think! #longAIC #ReclaimingTheCrown #RestoringTheCastle

Calling all DLs! Join us on Thursday, February 29th at Osler, Hoskin & Harcourt Offices as we host the first Lunch & Learn event of the year "A View from the Outside: Global Perspectives on Canadian Real Estate" ➡️https://lnkd.in/g89N-52S Ever wonder what global real estate investors see in the Canadian market? How do they view key trends and investable themes? How does the Canadian industry operate compared to other key markets? With increasing international interest in the Canadian real market, we will discuss the above and more at our February DL Lunch & Learn. In an engaging conversation on how global investors view the Canadian real estate market led by Matthew Timbrell, CPA, Associate Vice President, Fengate Asset Management, panellists @Michael D’Alessio, Principal, Blackstone and Kate Chamberlain, Vice President, TPG Real Estate will share personal experiences on investing in the Canadian market, exploring the nuances of deploying capital into the markets that many of us call home. Don't miss out! #NAIOPToronto #DevelopingLeaders #CommercialRealEstate #CRE #CanadianRealEstate #GlobalPerspectives

🌟 Exciting Acquisition Alert! 🌟 Brennan Investment Group is thrilled to announce the successful acquisition of 31 buildings in two key locations: Deerfield Beach (Fort Lauderdale MSA), Florida, and Denver, Colorado. Please click here to read the press release.https://https://lnkd.in/dDPeti2D Stay tuned for more updates as Brennan Investment Group continues to shape the future of industrial real estate across the United States! 🏗️📊 #RealEstateInvestment #Industrial #StrategicGrowth #GrowingPortfolio

#StarMountainCapital is pleased to announce its partnership with Private Markets Insider for the Alternative Investment & DealConnect Summit in Los Angeles on Tuesday, March 5th. #SMC is looking forward to bringing together thought leaders to share insights and build valuable relationships with topical discussions around supporting private company growth initiatives helping small and medium-sized private business owners achieve job growth and corporate success as well as panel discussions on key elements of the broader Private Markets such as #PrivateCredit, #PrivateEquity and #Secondaries. Learn more and register for the event here: https://bit.ly/SMC-PMI-LA Star Mountain’s ~$4 billion AUM (committed capital including debt facilities as of 1/31/24) is from a network of investors including U.S. and international institutional investors and qualified high net worth investors seeking defensive, less volatile, higher alpha and less correlated returns. With team members in 20+ U.S. cities, Star Mountain is a specialized #AssetManagement firm focused on North American small and medium-sized businesses investing #Debt and #Equity directly into established operating companies as well as purchasing secondary fund and direct positions to provide early liquidity to investors. Star Mountain is a value-added lender with a team that has strong private equity and operating backgrounds to potentially help its portfolio companies grow in value. Learn more about Star Mountain here: https://lnkd.in/deG5DXS. #LMM #FundManagers #WealthManagers #InvestmentManagement #Secondaries #PrivateDebt

Register Today for REFA's Real Estate’s Evolving Landscape: Insights from Boston’s leading Real Estate Portfolio Managers! Tuesday, February 6th, 2024 Program: 12:00 - 1:30 p.m. Location: Brown Rudnick LLP; 1 Financial Center, Boston Moderator: Jennifer Keller, Senior Vice President, GID Panelists: Cappy Daume, Chief Portfolio Management Officer, GID Maureen Joyce, Managing Director, Barings Thomas Taranto, Director of Acquisitions, Intercontinental Real Estate Corp. Sean R., Partner, TA Realty Join REFA for an expert panel that will discuss the ins and outs of asset and portfolio management in the current environment. With elevated rates and transaction volume more muted than in prior years, attention on maximizing value with existing assets has been a key focus for both equity and debt CRE investors. Hear from some of Boston’s most prominent portfolio managers as to how they are problem solving and driving returns via active portfolio management. Register here: https://lnkd.in/etvhr3qR #REFA #REFABoston #REFAEducation

Here's a snippet where we explore the unique dynamics of working with family members with Alan Steinberg, the president and CEO of Park Row Equity Partners, a real estate company based in New York. He is a family man and deeply rooted in his community. We touch on the challenges and rewards of building a multi-generational family business. Joining our investor list is the best way to stay updated with us. Click the link in the comments to get access to our latest investment opportunities, and high-level updates in our monthly newsletter. #realestateinvesting #lonestarcapital

The Global Leaders in Real Estate Summit kicked off this morning in New York City with a fireside chat on 'Breaking Ground - Future Insights in Real Estate' with KKR Real Estate Finance Trust's Matt Salem, interviewed by Tom Henry from Weil, Gotshal & Manges LLP. They discussed transformative strategies and pivotal trends reshaping the industry, from pioneering technologies to bold investment strategies. If you were there, what were your key takeaways from this insightful session? #glre #globalleadersinrealestatesummit #iglobalforum #realestate #realestateconference

🗞️Big news is brewing at Crown Capital! 💫Get ready for a game-changer in multifamily investing. We can't spill the beans just yet, but trust us, it's something truly remarkable on the horizon. ⏳Mark your calendars for January 1st - this is when all will be revealed. 🔥But here's the exciting part: we will be running special offers on our launch days and you do not want to miss it. 🔥 Stay Tuned!! #crowncapital #multifamilyinvesting #financialfreedom

Exciting news! Calder Capital is expanding into Florida with a new office in the Tampa Bay area, led by seasoned dealmaker Matt Uhl. Part of our 10-year plan is nationwide expansion physically,” commented Max Friar. “While we serve clients everywhere presently, it’s important to have boots on the ground for those critical face-to-face meetings and discussions. Additionally, Florida makes a lot of sense. Beyond the significant business and community ties to the Midwest, the population of Florida is expected to grow 30% by 2040 and already the state is one of the largest economies in the world.” Friar continued, “Quite frankly, we continue to find that manufacturing, construction, and services businesses in the $2-50M range are underserved; Main Street brokers are ill-equipped and ineffective, and larger investment banks are not interested.” Connect with Matt to learn more about our growth and how we can assist you with your M&A needs! Phone -  (305) 699-4423  Email - matt.uhl@caldergr.com  Read more about our expansion here: https://lnkd.in/g7KK2z4N #florida #businessowners #sellabusiness #buyabusiness #mergersandacquisitions #businessbrokers

Watch Real Estate Broker and Investor Kerry Andrade from HHRE GROUP as he explore Boston's vibrant real estate scene with developer Derick Joyner and the innovative Big Steve. Discover how to plant the seed of success in young minds while navigating opportunities in property investment. Don’t miss this unique blend of culture and real estate! #BostonRealEstate #PropertyInvestment #DerickJoyner #BigSteve #RealEstateDevelopment #YoungInvestors #InnovationInRealEstate #UrbanDevelopment #SuccessMindset