difference between RE PE vs. investment firm?

what is the difference?

does a RE PE firm just give money to developers aka they are just investors, whereas an investment firm will invest in a property on their own or with other investors, then manage the property themselves or outsource a PM company? is that right? So for example, the RE PE group within Goldman Sachs, do they just fund big developers? would like Tishman go to GS for funds for a building development plan?

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Best Response

Investor = Big equity (LP) 95 of the 95/5 split with operating/development partner. 8%-12% pref then split profits

Development/Operating Partner = Small equity (GP) 5 of the 95/5 split, typically get most of their return from the promote. Responsible for sourcing debt (although LP will have a major say in this), managing development / leasing / etc.

Private Equity = Closed end fund (can't really get your money out). Money could be raised from HNW or institutions. Typically the "investor" in deals (LP) but can be (GP) if that's their strategy. Examples: Lone Star Funds (LP), Blackstone (LP), Bascom (GP). Can also invest in even more passive positions in the capital stack (senior debt or mezz).

Investor/Investment Manager = Could be a balance sheet investment (example: life co). Could be a place like Clarion that has open ended funds (you can get your money out). Usually LP equity or passive investments like debt / mezz. Can invest via a JV structure (see above) or wholly own the asset and use 3rd party property management.

To me the key difference is if you have private raised money and the fund is closed then it's "REPE". If you're investing for your balance sheet or the fund is open ended then it's "Investor/Investment Manager". Also, this really doesn't matter it's pretty much the same work. Don't pass up an acquisitions job at clarion just because you're worried it's not "REPE". Side note I think clarion is Legg Mason now? Not sure.

 

Groups like Clarion, KKR and Fortress have different strategies and funds. Their open ended funds are more core / core plus. Their close ended funds are value add / opportunistic.

 

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