Investment Firms that specialize in Retail?
What are some prominent investment firms with a strong retail presence? Along the likes of Brookfield, Jamestown, Asana, etc.
TIA!
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If “investment firm” also includes sponsors, off the top of my head (sponsor and more traditional LPs, some do both)
TriStar
Triten
Endeavor
Hillwood
Sarofim
Pennybacker
Crow Holdings
Acadia
DRA
Lincoln Property
CIM
Big V
Sterling
L&B
JPM
Stream Realty
Beacon Cap
Trademark
Brookfield
Venture Commecial
AEW
Trigate
PCCP
KIMCO
LaSalle
Invesco
CBRE GI
Principal
Brixmor
PGIM
Blackstone
Starwood
UBS
Very few firms of the scale you mention truly specialize in retail, although as the other poster listed there are a ton that heavily invest into it, but of those he listed I don’t think more than 2 or 3 have a retail focus.
The major retail-focused operators that come to mind are:
1. Simon Property Group
2. Macerich
3. Kimco
4. General Growth Properties
5. Westfield (currently in the process of exiting NA)
In Canada there are a few other major players worth mentioning:
1. Cadillac Fairview
2. RioCan
3. SmartCentres
4. First Capital
Agreed. I posted firms that “do retail” I guess not necessarily that only focus on retail. There’s a few in there as well that only focus on retail but by and large, most play in other assets as well.
WS Development in Boston is a pretty big retail owner/operator/developer. They're also doing the Seaport and using it to break into mixed-use development.
EDENS is a retail owner/operator/developer with a very unique approach
Can confirm Edens does some cool projects. Everything to grocery anchored to food halls to mixed use. Good buddy has worked there for a couple of years and has positive things to say about the firm.
Jamestown is also well known in this realm.
Depends what sector of retail investment: single tenant, multi-tenant centers, or mixed use development
Bump, was curious about other firms (such as Kite Realty / Centercal / Federal Realty / etc), and anyone's thoughts on them.
Centersquare Investment Management has a strategy specifically focused on what they dub "essential service retail". They have total AUM of 13 billion but have been allocating a portion to un-anchored strip centers in primary markets throughout the sun belt region. Check out Rob Holuba, he is a super smart guy and his thesis on essential service retail and the PROVEN returns they have seen is very compelling. And for anyone that wants to shit on the asset class because of the strip mall guy save me the time... Centersquare raises institutional money and has benefitted from outsized returns in the space.
Sounds awesome, thanks for mentioning this! Been trying to find retail firms (operator/allocators). Found out that unless you're "in the know", you won't really be able to find them.
They fly under the radar being in Philadelphia, but I recently interviewed with them and ultimately didnt get an offer but I really loved their retail investment strategy.
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