Services

Private Equity & Debt

o The firm represents a select group of Private Equity firms with billions in assets under management (AUM) and an international reach.

o These represent Insurance companies, Pension Funds, Corporate Funds, Family Offices, etc.

o Finance packages include Preferred Equity, Mezzanine, Senior Debt structured by means of syndication.

o Typical deals we are called in on:

§ Re-Capitalization of non-performing assets

§ Developers / Commercial investors that need additional capital to complete and acquisition or restructuring of the asset.

o Asset Classes

§ Multi-Family

§ Office

§ Assisted Living

§ Hospitality

§ Student Housing

§ Retail

§ Industrial

Representitive sample of deals we are currently involved in:

§ $82M acquisition of a Fortune 10 Corporate Campus

§ $267M recapitalization of a Manhattan office building

§ $16M acquisition of a suburban Multi-Family complex

§ Acquisition of a Hotel portfolio by the Asset Manager.

§ $53M & $35M Acquisition of Distressed Multi-Fam projects

§ $5M Acquisition of a Retail shopping center

Assets we are looking for:

Ø Assisted Living facilities in the South. B-C grade projects are ok. This is a Fund out of Geneva. They recently just bought a portfolio of assets in NC. KY, TN, etc.

Ø Distressed Assets nationwide. M-F, Office, Hospitality, Retail, etc. Fund manager handles direct investments for one of the nations largest state run pension funds. Currently they have $400M AUM with only 8% leverage.

Ø Distressed Assets in Raleigh, Charlotte, Orlando and all of south Florida. – This Fund will partner with the owner to re-cap the asset and stay in the deal. All decision making goes to the Fund (obviously). However the owner can participate on the back end depending on the value he brings to the deal up to 49%.

Ø Corporate Campuses, ideally with long term leases (10+ years) in any MSA.

Ø Primary markets Mezzanine debt placement to 85% Leverage

Ø Core Equity – all cash transactions $40M+

Ø Urban infill – Primary markets Opportunity / Value-Add / Core. Multi-Fam ideal.

Joint Venture Partners

1031 Exchanges
Asset Management
Insurance
Residential Mortgages
Realtor Services (Commercial & Residential)
Wealth Management