Stoneweg US, LLC

Introducing Volume 2 of Stoneweg US’s HouseView - our commitment to keeping you informed about the latest insights and activity shaping our #sustainable #investment approach. In this issue, our CEO, Patrick Richard, gets into the ‘how’ of achieving #alpha through responsible investing, data-driven accountability, and ESG-centered decision-making. Discover key insights on: - Leveraging sustainability to unlock investment returns - Using data to ensure transparency and maximize impact across the portfolio - Balancing market resilience with long-term growth The HouseView series is crafted to offer investors and industry leaders a transparent view into Stoneweg US’s approach to value creation. Don’t miss the full document - now available on our website. Gain insights into the future of real estate investment with Stoneweg US and learn more from articles authored by our EVP of Asset Management and Development (Samuel Palmer) , CFO (Karen Weller, CA, CPA, CTP) , Head of Capital Markets (Justin Anstey) , and Sr. Director of Acquisitions (Garrett Pisarik). Full House View on our What We Do page Here: https://lnkd.in/eBH6RufF

We know that exceptional resident satisfaction is a key driver of strong and successful #multifamily investments. That’s why we’re proud to share that 13 of our properties have earned the Kingsley Excellence Award, a testament to the high standards we uphold across our portfolio. ? Presented by Grace Hill, this recognition is awarded to top-performing properties that exceed industry benchmarks for resident satisfaction, based on 2023-2024 resident feedback from those who matter most?- our residents. Prioritizing #resident #satisfaction is a strategic approach to long-term investment performance. When residents feel valued, retention increases, turnover costs decrease, and assets remain financially strong - benefiting both our communities and our investors. Here are our results: ? 2024 Overall Satisfaction Score: 3.98 (up from 3.74 in 2023) → Higher satisfaction means stronger retention and long-term lease stability. ? All management rating areas exceed the Index by 12.9%+ across 19 assets → Our operational excellence translates into properties that consistently outperform industry standards. ? Maintenance satisfaction up 3.4% YoY → Proactive asset management enhances the resident experience and reduces costly repairs. ? Management interaction remains a key driver of retention and NOI growth → Strong relationships lead to engaged residents and stronger financial performance. We extend our gratitude to our property management partners - Greystar, RPM Living, RangeWater Real Estate, Hawthorne Residential Partners, and Bozzuto - for your dedication to excellence and driving the strong resident satisfaction that sets our properties apart. ?? Learn more about the #KingsleyExcellence Award: https://lnkd.in/ezPzhK_V ?? Discover how #StonewegUS is driving value: https://lnkd.in/eBH6RufF

RELPI | Interests Aligned? Austin ?? Another fantastic event filled with insightful discussions and meaningful connections! Grateful for the opportunity to engage with industry leaders and always appreciate Jonathan A. Schein CRE? for fostering such a dynamic networking environment. Looking forward to the next one! #RELPI #Networking #RealEstate

?? Here's this week's #StonewegMarketMinute with Senior Director of Acquisitions, Ryan Smyth: The latest trade war developments are sending ripples through global markets. With tariffs on Canadian, pending tariffs on Mexican goods and increased tariffs on Chinese imports, these countries have responded with their own trade barriers - impacting an estimated $2.2 trillion in annual trade. Market volatility is rising, leaving investors questioning what comes next. ? How does this impact multifamily real estate? So far, the sector has remained steady. Occupancy rates are holding, bad debt is stable, and we’re seeing early signs of rent concessions burning off. Bottom line, it is hard to tell the longer-term impacts of what is happening this week. The amount of volatility day in and day out in stocks (the volatility index at 22) and bonds (Treasury movement is ~40 basis points) signals the amount of uncertainty out there from investors. This is a highly fluid situation making it impossible to peg what might happen 24 hours from now, let alone months from now. ? How do you see this trade war affecting the real estate sector? Drop your thoughts below. ??

We’re proud to share that WaterView in St. Petersburg, Florida, has once again earned the Elite 1% ORA? Power Ranking, placing it among the top 1% of apartment communities nationwide! The J Turner Research Online Reputation Assessment (ORA?) Score is the industry standard for measuring resident satisfaction and online reputation in multifamily housing. It consolidates reviews and ratings from across the web into a single score, giving a clear picture of how residents feel about their living experience. ? At Stoneweg US, we believe that creating long-term value starts with exceptional resident experiences. Our asset management team continuously seeks value-add opportunities that enhance the quality of living for our residents - because when residents thrive, communities flourish, and our stakeholders benefit. ? What made this achievement possible? ? Strategic Investment Selection – Acquiring high-quality, well-designed assets that align with our commitment to exceptional living experiences. ? AI & Data-Driven Insights – Leveraging reputation management tools, real-time data tracking, and AI-driven feedback analysis to proactively address resident needs. ? Proactive Asset Management – A hands-on approach that prioritizes sustainability, efficiency, and long-term value creation across all properties. A huge thank you and shout out to Bozzuto and our Senior Director of Asset Management Pamela Williams for their dedication and leadership to making WaterView an award-winning community! #sustainability #orascore #multifamily #assetmanagement #residentsatisfaction #stpetersburg

Work hard, play hard! Our team hit the fast lane and enjoyed a day together at the St. Pete Grand Prix - right here in our backyard. It's important to us that our team spends time together and enjoys life inside and outside of the office! What better way to do that than with a little action right by our HQ in St. Pete?! Already looking forward to next year! #firestonegrandprix #stpetersburg

First RELPI | Interests Aligned? of 2025 in the books! Catch Justin Anstey and Elizabeth Campos-Alvarez, CPA at RELPI #Austin in just a few weeks!?

Here's this week's #StonewegMarketMinute with Ryan Smyth: As we come to the end of February, economic turbulence continues.?Long-term #Treasuries have sharply declined due to renewed recession fears, prompting a shift to shorter-term bonds. Key economic indicators include: ? University of Michigan Consumer Sentiment Index at a 15-month low of 64.7 ?Services PMI Index dropped from 52.9 to 49.7 ?New home sales fell by 10.5% in January, with the highest housing inventory since 2007 ?Conference Board Consumer Confidence Index decreased by 7 points in February, the largest drop since August 2021 What does it mean for #multifamily? With the10-year/3-month yield curve inverting this morning, this has always been an indication of a pending recession as short-term bond yields exceed long-term bond yields. Typically, the inverse is true, as investors want a higher yield to have their money locked up in bonds for a longer period. When short-term yields exceed long-term yields, this shows that investors believe a slowdown in the #economy is upcoming, which typically spurs the Fed to cut interest rates. ? Falling treasury yields are beneficial to the multifamily industry. It helps buyers get a bit more aggressive in pricing given the lower cost of debt. Cap rates remain sticky, and something has to give a little bit to see transaction volume pick up. But here’s the thing – I’m bullish on multifamily no matter what happens in the overall economy.

Our Capital Markets team, Justin Anstey and Elizabeth Campos-Alvarez, CPA, kicked off their first 2025 AFIRE conference in Washington, D.C., exploring key trends shaping #multifamily real estate. ? A key conference takeaway? Charlene Li’s keynote on #Generative #AI highlighted how technology is transforming market forecasting, risk assessment, and investor insights. AI is revolutionizing decision-making - and at Stoneweg US, we’re leveraging it not only for smarter investments but also to drive #sustainability, from energy optimization to predictive maintenance. ? Missed our team at AFIRE? Connect with Justin and Elizabeth on LinkedIn to keep the conversation going!

We've taken this week's #stonewegmarketminute live with Ryan Smyth! Check it out below:? ? Historically, there’s been a healthy spread between interest rates and cap rates, typically ranging from 100 to 200 basis points. However, this spread evaporated when the Fed raised rates in 2022, turning negative by late 2022 and into 2023. The result? Debt costs are outpacing the returns on properties, making deals harder to justify without relying heavily on asset appreciation and rent growth. ? Despite the shift, cap rates have remained sticky, stalling transaction volume, 2023 saw the lowest sales volume since 2014, with 2024 showing only slight improvements. With the market at a crossroads, the key question for 2025 is: Will buyers or sellers surrender first? If not, we may see a continuation of the current gridlock. ? The wild card in all of this for #multifamily? Distressed debt. Newmark Analytics predicts $64B in potentially troubled loans maturing in 2025 and another $69B in 2026. We don’t know how much distress will lead to forced sales, but it’s certainly on the radar of every investor. Much like Neo, we’re all waiting to see what happens next.