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Global Equity 360 Global Equity 360 Inc.

(“GE360”) is a U.S.-based private equity platform that acquires, operates, and repositions cash-flowing real estate assets and operating businesses.

The Fed may pause in October. It may hike later. Meanwhile, long-term borrowing costs just reached a 24-year high.That s...
10/02/2026

The Fed may pause in October. It may hike later. Meanwhile, long-term borrowing costs just reached a 24-year high.

That sounds contradictory. It isn’t.

Markets focus on the next Fed meeting, but real assets are financed over years. A short-term pause does not guarantee cheaper mortgages, acquisition debt, or development capital. The 10-year Treasury yield helps set borrowing costs across the economy.

Per Reuters and Seoul Economic Daily, October 1, 2026, Fed pause odds were around 60–65% for the October meeting after softer August PCE, even as the 10-year Treasury yield reached a 24-year high.

For real estate, the answer is not guessing one perfect rate path. It is underwriting conservatively, prioritizing current cash flow, stress-testing debt service, and preserving room to refinance, or hold longer, if rates stay elevated. That matters in multifamily, student housing, senior living, and hospitality.

The same discipline applies to businesses: durable cash flow beats a clever forecast.

“We don’t need to predict the next rate move perfectly. We need to build investments that can perform across more than one scenario.”- Tony Beaton, Managing Member, Global Equity 360

One clear takeaway: plan for a range of rates, not a single headline.

Comment “M&A” or “RE” and we will send the matching one-pager.

Tony Beaton, Managing Member, Global Equity 360

The best platform investments are not always the loudest ones.They often begin with essential businesses that customers ...
10/02/2026

The best platform investments are not always the loudest ones.

They often begin with essential businesses that customers already rely on, then bring them together under one operating plan.

Banner Capital recently formed Seaway Group and announced an agreement to acquire three engineered-plastics manufacturers: Seaway Plastics Engineering, MME Group, and Wright Engineered Plastics. Together, the companies serve medical-device manufacturers with specialized design, molding, and assembly capabilities.

The broader lesson is simple: fragmented markets can create room for disciplined investors to build something stronger. Shared systems, better purchasing, clearer reporting, and focused leadership can improve durable businesses without needing a dramatic reinvention.

That is the quiet way middle-market investors compound: buy essential operations, protect the cash flow, improve the fundamentals, and let time work.

“The quiet deals are often the ones that give you room to do the work: protect the cash flow, improve the operation, and let time do its job.”- Tony Beaton, Managing Member, Global Equity 360

Source: Banner Capital / Seaway Group plastics acquisitions, per PR Newswire, October 1, 2026.

Comment “M&A” or “RE” and we will send the matching one-pager.

The best deal I ever passed on looked like a winner.The numbers were clean. The business had a strong reputation. On pap...
09/25/2026

The best deal I ever passed on looked like a winner.

The numbers were clean. The business had a strong reputation. On paper, it checked nearly every box.

Then I spent more time looking at the customer base.

That story was different. The relationships weren’t as durable as they appeared, and too much of the revenue depended on a few customers staying loyal. The risk was sitting in plain sight, but the excitement of the deal made it easy to overlook.

So I said no.

At the time, it didn’t feel like a victory. I lost the opportunity. I had to explain the decision. And I watched someone else move forward while I waited for the right deal.

But patience is part of the work. Discipline is part of the work. You don’t build durable value by forcing every opportunity to become a transaction.

“The best deal I ever passed on looked perfect on paper. The customer base told a different story. Saying no cost me nothing. Saying yes would have cost me everything.”- Tony Beaton, Managing Member, Global Equity 360

That lesson still guides how we evaluate businesses and real estate: protect the downside first, then pursue the upside.

Source: personal perspective, Global Equity 360, September 2026.

Comment “M&A” or “RE” and we’ll send the matching one-pager.

Serious reporting does not hide the hard parts.Every quarter, investors receive a clear view of what is happening across...
09/23/2026

Serious reporting does not hide the hard parts.

Every quarter, investors receive a clear view of what is happening across the portfolio:

• Performance and cash flow
• Operating progress and key decisions
• Capital deployed and remaining liquidity
• Risks, assumptions, and the downside case
• What we are doing next

We put the downside case first because a strong investment is not defined only by its upside. It is defined by how responsibly it can withstand pressure.

As Tony Beaton, Managing Member of Global Equity 360, puts it: “Most funds show you what went right. We show you the downside first. If you can't survive the bad case, the good case doesn't matter.”

That is the standard behind our reporting: plain language, visible assumptions, and no performance story without the risk story beside it.

Source: Global Equity 360 quarterly investor reporting framework, September 2026.

Comment “M&A” or “RE” and we’ll send the matching one-pager.

Oil is at $108. Money just got more expensive, too.In September 2026, the Federal Reserve raised rates 25 basis points t...
09/21/2026

Oil is at $108. Money just got more expensive, too.

In September 2026, the Federal Reserve raised rates 25 basis points to 3.75%–4.00%. The first hike since 2023.

In plain English: borrowing costs are moving higher while operating expenses can remain stubborn. That puts pressure on businesses and real estate assets that depend on cheap debt, optimistic projections, or a quick exit.

For investors, cash flow matters more than ever.

A business with recurring revenue, pricing power, and disciplined expenses has room to keep performing. A property with durable occupancy and reliable income can better absorb higher debt service. The numbers have to work today, not just in a future sale.

That is where discipline creates opportunity. Expensive money exposes weak underwriting. It also creates an advantage for investors who focus on resilient assets, responsible leverage, and operational improvement.

“Cheap money hid a lot of bad decisions. Expensive money exposes them. That's not a problem for us. That's the whole opportunity.”

- Tony Beaton, Managing Member, Global Equity 360

Comment “M&A” or “RE” and we’ll send the matching one-pager.

Senior living is entering a moment investors cannot ignore.Life plan communities just posted their strongest profitabili...
09/20/2026

Senior living is entering a moment investors cannot ignore.

Life plan communities just posted their strongest profitability gains in ten years. Occupancy is improving. Expense growth is easing. Staffing is stabilizing. And demand remains durable.

The capital is moving, too. Sienna agreed to buy a 305-suite Ottawa retirement residence for $170.7 million. In Lynn, Massachusetts, a former hospital site is being redeveloped into an $85 million affordable senior housing community with 150 apartments and on-site health care.

These are different projects, but they point to the same reality: senior housing is not just a real estate play. It is an operating business tied to demographics, care delivery, staffing, affordability, and ex*****on.

“The opportunity is real, but the work is in the operating details. We’re not chasing a headline. We’re looking for durable cash flow, strong care, and assets that can serve people well.”- Tony Beaton, Managing Member, Global Equity 360

Accredited investors: reply SENIOR and we’ll send the senior living brief. This post is for informational purposes only and is not an offer to sell securities.

Sources: Senior Housing News (Sept 18, 2026); Sienna Senior Living / Connect CRE Canada (Sept 17, 2026); WBUR on the 2Life Communities Lynn project (Sept 18, 2026).

Student housing is becoming a location game.Across the country, demand for student beds is running ahead of supply. That...
09/20/2026

Student housing is becoming a location game.

Across the country, demand for student beds is running ahead of supply. That is why institutional buyers are competing for properties within walking distance of campus, and why universities are moving quickly to convert extended-stay hotels into dorms.

At Arizona State, Subtext recently completed VERVE Tempe, a 769-bed community near campus. At Liberty University, a former Extended Stay America property was converted into 204 student beds in roughly five months. That kind of speed matters when traditional construction can take years.

Tony Beaton, Managing Member, Global Equity 360, puts it plainly: “When demand is stronger than supply, location matters even more. We want to understand what keeps residents coming back, and whether the cash flow can hold up through the cycle.”

The takeaway for investors is simple: the opportunity is not just in adding beds. It is in owning the right beds, in the right locations, with durable demand and disciplined operations.

Are you an accredited investor interested in the student housing opportunity? Reply STUDENT and we’ll send you our student housing brief.

Source: GMH Communities / Invesco Real Estate (Sept 17, 2026); Subtext near Arizona State (REBusinessOnline, Sept 17, 2026); extended-stay hotel conversions (RealtyToday, Sept 16, 2026).

Hospitality is not just a real estate play. It is an operating business.Two recent transactions make that clear:Ryman Ho...
09/19/2026

Hospitality is not just a real estate play. It is an operating business.

Two recent transactions make that clear:

Ryman Hospitality Properties closed its $1.38 billion acquisition of Grande Lakes Orlando, adding a major resort platform tied to rooms, meetings, entertainment, food and beverage, and guest experience.

Meanwhile, Singapore’s Banyan Group agreed to acquire a 70% stake in Newmark Hotels & Reserves, adding 26 hotels, lodges, and private game reserves across Africa.

The signal is straightforward: scale matters, but operations matter more. RevPAR remains solid, yet hotel stocks have softened as investors look ahead to the 2027 outlook. That gap creates both risk and opportunity.

The question is not simply, “What is the property worth?” It is:

Can the operator improve pricing, staffing, marketing, technology, and the guest experience, while protecting cash flow through the cycle?

Tony Beaton, Managing Member, Global Equity 360:

“Hotels can look beautiful on paper, but the real value shows up in the daily operations. You have to buy right, run the asset well, and stay disciplined when the market gets noisy.”

At Global Equity 360, our Real Estate Fund applies a cash-flow-first, value-add-second approach across institutional-grade assets, including hospitality.

Accredited investors: comment “RE” and we’ll send you the Real Estate Fund one-pager.

Sources: Skift, “Singapore’s Banyan Group Buys Newmark to Add 26 Hotels in Africa,” Sept. 17, 2026; Ryman Hospitality Properties’ $1.38 billion Grande Lakes Orlando Resort acquisition.

The multifamily supply wave may finally be losing momentum.New multifamily starts fell 15.5% year over year, while compl...
09/19/2026

The multifamily supply wave may finally be losing momentum.

New multifamily starts fell 15.5% year over year, while completions dropped 35.7%. That matters because fewer new projects today means less competing inventory tomorrow.

At the same time, rent growth is turning positive and could approach 2% by year-end. In several high-supply Sun Belt markets, concessions are beginning to ease as absorption catches up with deliveries.

This is not a blanket green light. Real estate is still a market-by-market business. Location, basis, operations, debt structure, and resident demand still determine the outcome.

But the setup is changing. The supply pressure that challenged owners, and created opportunities for disciplined buyers, is beginning to moderate.

“As I see it, the supply wave is not disappearing overnight, but the numbers are telling us the pressure is starting to ease. That creates a better environment for owners who know how to protect cash flow and operate well. We’re watching the downside first, then looking for the upside.”
- Tony Beaton, Managing Member, Global Equity 360

Sources: Multifamily Dive, “Multifamily starts plummeted nearly 16% in August,” Sept. 17, 2026; Yardi Matrix, “Positive August Trends Brighten Multifamily Sector,” Sept. 9, 2026.

Accredited investors: Comment “RE” and we’ll send you the Real Estate Fund one-pager.

When capital gets expensive, the right question is not “What is cheap?”It is: “Where is the need permanent: and where is...
09/18/2026

When capital gets expensive, the right question is not “What is cheap?”

It is: “Where is the need permanent: and where is supply constrained?”

The answer is showing up across housing:

• GMH Communities and Invesco Real Estate acquired a 364-bed student-housing portfolio steps from Purdue University.
• Subtext completed the 769-bed VERVE Tempe community serving Arizona State University.
• Senior living is preparing for its next development cycle, even as construction remains restrained and the middle-income supply gap widens.

These are not short-term demand stories. Students still need housing. Older adults still need care, connection, and a place to age with dignity. Higher rates may delay new supply: but they do not erase the need.

That is why disciplined investors focus on location, affordability, operations, and replacement constraints: not headlines.

Tony Beaton, Managing Member at Global Equity 360:
“People always need somewhere to live and somewhere to age with dignity. That demand doesn't check the Fed's calendar. We buy where the need is permanent and the supply is scarce : then we hold and we operate.”

Sources: PR Newswire, “GMH Communities and Invesco Real Estate Acquire Student Housing Portfolio Steps from Purdue University” https://www.prnewswire.com/news-releases/gmh-communities-and-invesco-real-estate-acquire-student-housing-portfolio-steps-from-purdue-university-302881417.html | Senior Housing News, “Senior Living Industry Prepares for Next Big Development Cycle as Demand Swells” https://seniorhousingnews.com/2026/09/15/senior-living-industry-prepares-for-next-development-cycle-as-demand-swells/ | Multifamily Executive, “5 Student Housing Developments That Make the Grade” https://www.multifamilyexecutive.com/design-development/5-student-housing-developments-that-make-the-grade_o

Accredited investors: follow Global Equity 360 for private-market insights, or connect with us about priority allocations and co-investment opportunities.

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400 GALLERIA PARKWAY
Atlanta, GA
30339

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Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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