Sixth Street's AUM Gobbling & SF's Basis Bets

This week, Will & Hiten dive deep into the movement of the moment: AUM gobbling ™️ We break down the Sixth Street/L+M transaction, and how allocator preferences are driving this wave of M&A in commercial real estate. We then look at restaurateur Greg Flynn’s 🌮 basis bets in the SF CRE market – a man w/ deep pockets ™️ taking advantage of the bargains by the Bay. And finally, we tackle the financialization of the American Dream – i.e. a new lender-assisted EB-5 vehicle.

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Further reading:

https://commercialobserver.com/2025/06/sixth-street-l-m/
https://www.crainsnewyork.com/article/20170611/REAL_ESTATE/170609858/ron-moelis-is-the-king-of-affordable-housing-but-his-ties-to-nyc-deputy-mayor-alicia-glen-made-him-a-target
https://www.thepromote.com/p/warehouse-lender-lifelines-cre-s-m-a-consiglieres#real-estates-ma-consiglieres
https://www.thepromote.com/p/syndicator-extremes-a-kushy-eb-5-triumph#kushner-taps-new-eb-5-lender-assist
https://www.thepromote.com/p/trump-s-eb-5-killer-ross-drunken-sailor-playbook#potus-eb-5-out-gold-card-in
https://sfstandard.com/2025/05/30/greg-flynn-san-francisco-market-center-sale/
https://www.thepromote.com/p/men-with-deep-pockets-realpage-s-federal-lifeline#men-with-deep-pockets