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Blackstone in Talks on Portfolio With Big OC Chunk

The largest Orange County industrial portfolio to trade hands at the peak of the last commercial real estate boom reportedly might see a change in ownership, as debt tied to the buildings matures.

New York-based private equity firm Blackstone Group LP is said to be negotiating to take ownership of about $2 billion in industrial properties, including OC properties once valued at more than $400 million.

Chicago-based Walton Street Capital LLC bought the West Coast-focused assets in 2007 as part of a $2.8 billion deal for industrial properties previously owned by CalWest Industrial Holdings LLC. The sale included about 3.3 million square feet of local warehouse and business park properties and turned Walton Street into one of OC’s biggest industrial landlords.

The OC portfolio included 19 properties, totaling about 118 buildings.

Most of the local buildings trading hands in that deal were in Santa Ana, Garden Grove, Anaheim, Irvine and Tustin.

Business parks changing hands included the 208,200-square-foot Garden Grove Business Center, the 192,000-square-foot Harbor Business Park in Santa Ana, and the 226,000-square-foot Spectrum Centre Business Park in Lake Forest.

Warehouses that sold included a 202,000-square-foot property in Fullerton at 1425 Acacia and the 245,000-square-foot Tower Park property in Anaheim. The deal also included more than 2 million square feet of industrial space in Los Angeles.

Debt tied to the 2007 sale was due to mature on June 8, Bloomberg reported last week.

The value of the buildings likely has dropped about 30% since the sale, making the 23-million-square-foot portfolio’s value less than the loan totals, the report said.

Walton Street’s deal was financed with $1.1 billion of senior debt and $1.35 billion of mezzanine loans. Blackstone has bought most of the mezzanine debt at discounted prices during the past few years, putting it in a position to wrest control of the portfolio if Walton Street defaults on its loans, according to the wire service.

Mark Mueller

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Mark Mueller
Mark Mueller
Mark is the former Editor-in-Chief and current Community Editor of the Orange County Business Journal, one of the premier regional business newspapers in the country. He’s the fifth person to hold the editor’s position in the paper’s long history. He oversees a staff of about 15 people. The OCBJ is considered a must-read for area business executives. The print edition of the paper is the primary source of local news for most of the Business Journal’s subscribers, which includes most of OC’s major corporate and community players. Mark’s been with the paper since 2005, and long served as the real estate reporter for the paper, breaking hundreds of commercial and residential real estate stories. He took on the editor’s position in 2018.

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