Regulatory And Related‑party Approval RiskAnalyst warns the transaction may face increased regulatory scrutiny because of ties between the controlling unitholder and a major grocery operator, creating potential approval risk and concentration concerns.
Rising Interest Costs And Financing PressureAnalyst points out that higher interest costs from refinancing have increased financing expense, which reduces earnings momentum and could pressure distributable cash flow.
Underperformance In Mixed‑use And One‑off Income RemovalAnalyst flags weaker performance in mixed-use and residential segments, combined with the absence of a prior one-time lease termination gain, as factors that could weigh on overall growth.