REPE Strategies Question
Does anyone know of REPE firms pursuing a "roll-up" strategy like PE firms? Does a portfolio premium exist for all asset types or do certain asset types have a portfolio premium compared to others (ex. Hotels and Industrial)? If so, how successful is that model?
What do you think Blackstone and brookfield are doing?
Lol. Blackstone and Brookfield are who you sell your roll up to.
Yes, but they also roll up themselves and then sell out. They built logicor, they're building mileway
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