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Newmark Advises Blackstone in $4B Privatization of Retail Opportunity Investments Corp.

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Newmark Group (NMRK) has announced its role as the lead commercial real estate advisor in Blackstone's $4 billion acquisition of Retail Opportunity Investments Corp (ROIC). The transaction, which closed on February 12, 2025, involved Blackstone Real Estate Partners X acquiring all outstanding ROIC common shares at $17.50 per share in an all-cash deal.

The acquisition encompasses 93 grocery-anchored retail properties with a total area of 10.5 million square feet. The deal was facilitated by Newmark's senior executives, including Doug Harmon, Conor Lalor, Jordan Roeschlaub, and Andrew Warin, representing various divisions within the firm.

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Positive

  • Secured advisory role in major $4B real estate transaction
  • Demonstrates capability to handle large-scale institutional deals
  • Strengthens relationship with key client Blackstone

Negative

  • None.

News Market Reaction – NMRK

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+6.30% Session move

In the trading session that priced this news, NMRK gained 6.30%, reflecting a notable positive market reaction.

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NEW YORK, Feb. 14, 2025 /PRNewswire/ -- Newmark Group, Inc. (Nasdaq: NMRK) ("Newmark" or "the Company"), a leading commercial real estate advisor and service provider to large institutional investors, global corporations, and other owners and occupiers, announces the firm acted as lead commercial real estate advisor to Blackstone in its acquisition of Retail Opportunity Investments Corp ("ROIC"). The transaction closed Wednesday, February 12.  

Newmark Co-Head of U.S. Capital Markets Doug Harmon, Head of Retail Capital Markets for North America Conor Lalor, Co-Head of Global Debt & Structured Finance Jordan Roeschlaub and Co-Head of Strategic Advisory & Liquidity Solutions Andrew Warin advised Blackstone in the transaction, under which Blackstone Real Estate Partners X acquired all outstanding common shares of ROIC for $17.50 per share in an all-cash transaction valued at approximately $4 billion, including outstanding debt. ROIC's portfolio consisted of 93 high-quality, grocery-anchored retail properties totaling 10.5 million square feet.

About Newmark
Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries ("Newmark"), is a world leader in commercial real estate, seamlessly powering every phase of the property life cycle. Newmark's comprehensive suite of services and products is uniquely tailored to each client, from owners to occupiers, investors to founders, and startups to blue-chip companies. Combining the platform's global reach with market intelligence in both established and emerging property markets, Newmark provides superior service to clients across the industry spectrum. For the twelve months ended September 30, 2024, Newmark generated revenues of approximately $2.6 billion. As of that same date, Newmark's company-owned offices, together with its business partners, operated from nearly 170 offices with more than 7,800 professionals around the world. To learn more, visit nmrk.com or follow @newmark.

Discussion of Forward-Looking Statements about Newmark
Statements in this document regarding Newmark that are not historical facts are "forward-looking statements" that involve risks and uncertainties, which could cause actual results to differ from those contained in the forward-looking statements. These include statements about the Company's business, results, financial position, liquidity, and outlook, which may constitute forward-looking statements and are subject to the risk that the actual impact may differ, possibly materially, from what is currently expected. Except as required by law, Newmark undertakes no obligation to update any forward-looking statements. For a discussion of additional risks and uncertainties, which could cause actual results to differ from those contained in the forward-looking statements, see Newmark's Securities and Exchange Commission filings, including, but not limited to, the risk factors and Special Note on Forward-Looking Information set forth in these filings and any updates to such risk factors and Special Note on Forward-Looking Information contained in subsequent reports on Form 10-K, Form 10-Q or Form 8-K.

 

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SOURCE Newmark Group, Inc.

FAQ

What is the total value of the ROIC acquisition advised by Newmark (NMRK)?

The total value of the acquisition is approximately $4 billion, including outstanding debt.

How much did Blackstone pay per share for ROIC in the deal advised by NMRK?

Blackstone paid $17.50 per share in an all-cash transaction for ROIC's outstanding common shares.

How many properties were included in the ROIC portfolio acquisition advised by NMRK?

The acquisition included 93 grocery-anchored retail properties totaling 10.5 million square feet.

When did the Blackstone-ROIC transaction advised by NMRK close?

The transaction closed on Wednesday, February 12, 2025.

What type of properties were involved in the NMRK-advised Blackstone acquisition?

The acquisition involved high-quality, grocery-anchored retail properties.