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I interviewed there. They have a broad mandate and can do both equity and credit. But their main focus is investing in companies with large real estate portfolios. An example would be BX/Centerbridge's acquisition of Great Wolf Lodge. They can also buy development companies, REITs, or single assets. I would consider them more so a PE firm than REPE given they'll own the operator as well. Everyone I spoke with was super nice and came from a name brand shop. I can confirm they are well capitalized.

 

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