PRIVATE EQUITY INVESTING & CREDIT
Summary
Our unique investment platform and diverse global investor base supports our ability to design creative & flexible debt and equity structures to support a wide range of investment opportunities and models.
Objective
To be a reliable partner we aim to deliver transparency, flexibility, and certainty of execution to proven real estate operators throughout the US. We partner with like-minded sponsors with significant domain expertise and a track record of success and a commitment to open collaboration.
Approach
There are typically two ways we work with our operating partners. We co-invest our funds with well-established sponsors in the LP position, as preferred equity, or in rare cases in a co-GP structure. Our second form of investment comes in the form of traditional mezzanine debt positions. In select markets, we occasionally work with operators to connect them with overseas investors and financiers as a capital markets intermediary.
As an equity partner or mezzanine lender, we consider value-add, new development, and stabilized investment opportunities throughout the US, and seek partnerships with experienced sponsors with targeted domain expertise in any of the following: hospitality, office, multi-tenant retail, student housing, multi-family, and logistics. Investment size will vary and depends largely on the sponsor, location, asset type, and portfolio/market concentration, but total capitalization is typically in the $20 to $50 million range. As an intermediary, we identify and assess opportunities based on the unique criteria set forth by our clients. In almost all cases, our holding period or credit term will be 24 to 60 months, maximum.
