NNuggets
BookmarksCollections
  • About Us
  • Terms of use
  • Privacy policy
  • Disclaimer
  • Copyright & Takedown Policy
  • Community Guidelines
  • Cookie Policy
  • Contact

© 2026 Nuggets

NuggetsMarket PulseCollections

On this page

00:00:08 Overview & Asset Profiling

  • 00:00:08 Overview & Asset Profiling
  • 00:00:19 Tenant Profile & Lease Structure
  • 00:00:33 Macro Location & Transportation Infrastructure
  • 00:01:57 Deal Origination & Financial Valuation

On this page

  • 00:00:08 Overview & Asset Profiling
  • 00:00:19 Tenant Profile & Lease Structure
  • 00:00:33 Macro Location & Transportation Infrastructure
  • 00:01:57 Deal Origination & Financial Valuation
PE/VC/May 21, 2026/2 min read/youtu.be

Here's the Deal | Calhoun 75 | KKR

Source
Source
Watch on YouTube ↗

00:00:08 Overview & Asset Profiling

  • Asset Name: Calhoun 75 [00:00:08]
  • Asset Type: State-of-the-art industrial distribution center / warehouse [00:00:14]

References

  1. Original source (youtu.be)

Disclaimer: Orignal content owned by or sourced from third parties. It does not represent the views of 'Nuggets' platform or it's team. AI is used extensively across this platform including for summaries. Accuracy is not guaranteed, there can be mistakes. Any info or content on this platform is not a financial, legal, or investment advice. Do your own research. Refer for complete disclosures:- Terms of Use · Full Disclaimer

Related nuggets

Jun 2, 2026

Investing in a Divergent Economy | 1 Jun 2026 | Notes on the Week Ahead | David Kelly | J.P.Morgan

In his report "Investing in a Divergent Economy," Chief Global Strategist David Kelly outlines how the U.S. economy is currently defined by significant, growing disparities that mask a stable "average" economic path. Dimensions of Economic…

Jun 2, 2026

Falling Yields Reinforce Equity Market Resilience | June 1, 2026 | Professor Siegel Weekly Commentary | WisdomTree

Professor Siegel maintains a constructive and optimistic outlook on the equity markets, highlighting their ongoing resilience. This positive backdrop is driven by a combination of easing Treasury yields, a recent dip in oil and gasoline pr…

Jun 2, 2026

RBI Needn’t Hike Rates; Must Nudge Capital Flows By Bearing Hedging Cos Of ECBs: Chetan Ahya | 2 Jun 2026 | CNBC-TV18

Host: Latha Venkatesh Guest: Chetan Ahya Chief Asia Economist, Morgan Stanley Event Date: June 2, 2026 Ahead of RBI Monetary Policy Announcement on June 5, 2026 1. The monetary policy & exchange rate debate Rate hike rejection: 00:01:07 ht…

Actions

Reading

Published
May 21, 2026
Read time
2 min read
Progress0%
  • Acquisition Year: Acquired in 2025 [00:00:08]
  • Construction Year: Completed in 2024 (brand new, high-quality asset) [00:02:08, 00:01:36]
  • Location: Northwest of Atlanta, Georgia region—acting as a critical distribution nexus for the southeastern United States [00:00:14, 00:01:21]
  • Scale & Specifications:
    • Total area of 405,000 square feet [00:01:43]
    • Features 36-foot clear heights [00:01:43]
    • Logistics capacity to support nearly 70 trucks loading and unloading simultaneously [00:01:43]
    • Currently supports over 500 Tractor Supply retail stores across the Southeast [00:01:51]

  • 00:00:19 Tenant Profile & Lease Structure

    • Current Tenant: Leased to Tractor Supply, the largest rural lifestyle retailer in the United States [00:00:19]
    • Credit Rating: Investment-grade company characterized by fast growth [00:00:19]
    • Lease Type: Triple Net (NNN), meaning the tenant pays property taxes, insurance, and maintenance costs along with their rent [00:02:12]
    • Cash Flow Enhancements: Features a 4% contractual rent increase annually over the next 5 years on the lease [00:02:21]

    00:00:33 Macro Location & Transportation Infrastructure

    • Interstate Access: Situated immediately off I-75, a critical domestic logistics artery used to funnel merchandise to regional retail stores and ship directly to customers [00:01:04]
    • Port Connectivity: Close to Georgia's inland port for overseas cargo, which directly links via rail freight to the deep-water Port of Savannah [00:00:33]
    • Port of Savannah Significance: It ranks as the third largest and one of the fastest-growing ports in the United States, processing approximately 12% of US imports [00:00:57]
    • Regional Drivers: Growth is propelled by consistent population growth, access to high-quality labor, a business-friendly climate, and projected industrial rent growth expected to be among the highest in the country over the next four years [00:01:11, 00:01:31]

    00:01:57 Deal Origination & Financial Valuation

    • Valuation Basis: Acquired at a price that sits approximately 5% less than what it would cost to replace today, despite its recent 2024 completion [00:01:57]
    • The Seller's Dilemma: The original developer successfully completed and leased the property to Tractor Supply but needed to exit in order to return capital to their investors [00:02:34]
    • The Volatility Catalyst: The seller was looking for a routine exit, but tariff-related volatility in April 2025 scrambled their transaction plans [00:02:47]
    • Execution & Sourcing: Having transacted with this manager before, KKR reached out to them directly to structure an off-market deal. KKR's capability to move quickly and with conviction during a volatile environment allowed them to secure the transaction at a better than market price [00:02:56]
    • Speaker Details: Narration provided on behalf of KKR's investment and platform team [00:03:08]

    Jun 2, 2026

    Finding Balance: Growth, Income and Liquidity | 1 Jun 2026 | Morgan Stanley

    Host: Representative from Morgan Stanley presenting The Alts Report 00:00:32 https://youtu.be/a2W8YMcD4F0?t=0h0m32s . Guest: Troy Geski, Chief Market Strategist for Future Standard 00:00:38 https://youtu.be/a2W8YMcD4F0?t=0h0m38s . Core Man…