GST Shake-Up and Strategic Moves in Commercial Real Estate

Explore the impact of the GST amendment on commercial real estate, disallowing Input Tax Credit on construction costs. Discover how Temasek and CenterSquare are innovating with a $200 million debt co-investment vehicle. Learn about the resilience of the office space market as remote work trends reverse, and delve into the transformative redevelopment of Monroeville Mall by Cypress Equities. This episode offers insights into the evolving landscape of commercial real estate and strategic investment opportunities.

Sources:
https://www.rprealtyplus.com/news-views/itc-removal-hits-commercial-real-estate-118654.html
https://technode.global/2025/02/04/temasek-centersquare-set-up-commercial-real-estate-debt-co-investment-vehicle/
https://www.ai-cio.com/news/institutional-investors-see-resilience-in-commercial-real-estate/
https://www.globenewswire.com/news-release/2025/02/03/3019894/0/en/Cypress-Equities-to-Lead-Redevelopment-of-Monroeville-Mall-a-Major-Commercial-Hub-Near-Pittsburgh-PA.html

Outline:
(00:00:00) Introduction
(00:00:40) ITC Removal Hits Commercial Real Estate
(00:03:28) Temasek, CenterSquare set up commercial real estate debt co-investment vehicle
(00:06:55) Institutional Investors See Resilience in Commercial Real Estate
(00:09:26) Cypress Equities to Lead Redevelopment of Monroeville Mall, a Major Commercial Hub Near Pittsburgh, PA