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Firm Intelligenceยทdeveloper

RXR Realty

Executives2
Quotes6
ActivityMar 5 โ€“ Mar 25
Investment Philosophy

We are seeing rising multifamily distress with delinquency rates at 7.2%. As a fully integrated owner and operator of office and multifamily properties, we are uniquely positioned to maximize resolutions on behalf of CMBS trusts. If interest rates remain above 5%, we could see a 15% increase in distress sales in the multifamily sector by Q3.

Strategic Direction

RXR Realty is actively engaging in both multifamily and office transactions in New York City, serving as buyer, seller, and sponsor across deals valued from $150M to $475M at cap rates of 5.8% to 6.65%.

The firm demonstrates a pattern of capitalizing on distress opportunities in multifamily while pursuing anchor tenants and public-private partnerships for project advancement.

This balanced approach highlights operational integration to navigate market challenges.

Sector Positioning

Multifamily

bearish

Rising distress with delinquency rates at 7.2%, potential 15% increase in distress sales if rates above 5%, and positioning to maximize resolutions for CMBS trusts.

Office

bearish

Fully integrated operations positioned to maximize resolutions on behalf of CMBS trusts.

Key Executives
S

Scott Rechler

Chairman & CEO

Leads RXR, a major NYC-area owner/operator. Former Port Authority vice chairman. Influential voice on NYC office-to-residential conversion and transit-oriented development.

S

Steven Schwartz

Executive Vice President and Head of Real Estate Credit

Recent Deals
$475MOfficebuyer

61 Broadway ยท New York

6.65% cap
$475MOfficesponsor

61 Broadway ยท New York

6.65% cap
$420MMultifamilybuyer

61 Broadway ยท New York

5.8% cap
$150MMultifamilybuyer

265 East 66th Street ยท New York

5.8% cap
Notable Quotes
S

Scott Rechler

RXR Realty

โ€œIf interest rates remain above 5%, we could see a 15% increase in distress sales in the multifamily sector by Q3.โ€

Tier 1
S

Scott Rechler

RXR Realty

โ€œWe are seeing rising multifamily distress with delinquency rates at 7.2%.โ€

Multifamily
Tier 2
S

Scott Rechler

RXR Realty

โ€œWe are actively seeking an anchor tenant to secure financing and provide insight into the project's performance potential.โ€

Tier 2
S

Scott Rechler

RXR Realty

โ€œ61 Broadway demonstrates what can be achieved when thoughtful public policy meets private-sector expertise.โ€

Key Themes
  • multifamily distress
  • CMBS resolutions
  • affordable housing operations
  • office and multifamily integration
  • public-private policy collaboration
Topics Discussed
Multifamily(2)Officebrokeragereal estate transaction

Deal Network

A

Apollo Global

61 Broadway, 61 Broadway

3 shared deals
J

JPMorgan Asset Management

61 Broadway, 61 Broadway

2 shared deals

Sentiment Trajectory

Mar 22
Bullish Bearish Cautious Neutral

Activity Snapshots

Mar 1

4

deals

End of Firm Intelligence ยท 6 Quotes ยท 2 Executives