I've created a template form below that can be filled out/modified by members in order to provide a snapshot of what you do, where you do it and what kind of things you're out looking for. Private details such as your name, firm and contact information can be followed up on via PM.
- Type of Firm: Diversified Real Estate Financial Services Firm & Broker-dealer
- Size: 10 Employees
- Location: Florida
- Years in Operation: 7
- Services: Advisory & Capital Brokerage (Debt/Equity), Investment Management (JV Equity), Development (JV Equity & Captive Operating Partners)
- Discretionary Capital Base (if applicable): Private/HNW individuals
- Competitive Advantage: Small/flexible team, large institutional alliances, experienced principals (combination of Wall Street and 'brick-and-mortar' experience)
- Deal Size Range: Capital Brokerage: (Min. $10MM - No Max) | Investment Mgmt: (Min: $2MM - Max: $25MM)
- Geographic Focus: North America & Caribbean | Specialty: Southeast US & Florida
- Property Types: All for Capital Brokerage | Multifamily, Hospitality, Retail for IM and Dev
- Investment/Financing Strategy (if applicable): JV Equity, Opportunistic, Distressed
- Target Deal Descriptions: On Advisory/Brokerage side: larger, more complex financings/capital raises, recapitalization/restructurings, workouts, DPOs, loan sales, private placements, fund placements On IM/Development side: 1) Class B+ multifamily & hotel operating properties/portfolios in the Southeast; 2) residential/transient zoned land in Florida 3) multifamily & hotel rehab projects in the SE, 4) distressed single family (pools) and CRE REOs and performing and non-performing notes
- Other Opportunities Sought: JV equity for aforementioned criteria, capital/professional services introduction exchanges, land JV opportunities
- Personal Role/Responsibility: Origination, Financing and Deal Structuring
- Years in the Industry: 2.5
Hey nelobynature-- I left out a few of your items because DC is a small town ;)
--
Happy to answer questions about DC/mid Atlantic!
Canadian firm (with regional office in Illinois) investing in US RE.
Type: Diversified Real Estate Firm Years in Operation: 2 Services: Investment Management, Local Operator, Acquisitions, Origination Discretionary Capital Base: private/ HNW individuals Deal Size Range: opportunistic Geographic Focus: US (targets right now are OH, GA, and OK) Property Types: multi-family, storage Personal Role/Responsibility: everything and anything Years in Industry: 4
National firm, HQ in NYC. Commercial Mortgage. Investing in US RE.
Type: RE Financial Services, Advisors Years in Op: 23 Services: Commercial Mortgage Deal Size Range, 10-500+M Geographic Focus: NYC Property Types: all Personal Role: Research analyst Years in Industry: 1
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