DFX Intelligence
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V••••• R••• E••••• L••
Real estate private equityClassification probableunsizedSEC registered investment adviser· Austin, TXv•••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.1B
- PE fund assets
- Not established
- PE funds
- 0
- Investments held
- 5 of 5
- Deals, last 12 months
- 0
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Equity cheque from $200MSectors healthcare,education,real_estate,consumer,building_products,life_sciences,infrastructureGeography Europe,Asia,United States
- Graphs 2
- Placement agents 2
Classification
How this organization is classified, and on what basisReal estate private equity · 1 in historyShowHide
- Class
- Real estate private equityprobable, confidence 70%
- Basis
- R2: 2 of 4 private equity vehicles are named real estate
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
- Strategies
- REAL ESTATE PE
Classification history (1)
- Sep 13, 2026Real estate private equity (probable, 70%, cls-pe-1)R2: 2 of 4 private equity vehicles are named real estate
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Aug 16, 2012 to Jun 29, 2026
- RAUM
- $1.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.3Bevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 18%
- Fund type mix
- filed 2024-03-29, latest gav Real Estate Fund $599M, latest counts Real Estate Fund 7, lifetime distinct Real Estate Fund 18, Private Equity Fund 4
- Employees
- 43
- Headquarters
- Austin, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
4 observed deals
Stated by the firm
- Sectors
- healthcare, education, real estate, consumer, building products, life sciences, infrastructure
- Geography
- Europe, Asia, United States
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- from $200M
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- roles
- platform 5
- period
- to 2019-04-15, from 2018-06-12, undated holdings 0, dated observations 10
- window
- last 2019-04-15, first 2018-06-12
- control
- control 5
- companies
- 4
- geography
- investments
- 5
- seller kinds
- transactions
- 5
- cadence by year
- 2018 platforms 4, 2019 platforms 1
- platform add on
- add ons 0, platforms 5, add ons per platform 0
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.25, value healthcare services, examples Newly-Built Senior Living Community, count 1, share 0.25, value education, examples 21-Property Early Education Portfolio
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.25, value assisted living senior, examples Newly-Built Senior Living Community, count 1, share 0.25, value education, examples 21-Property Early Education Portfolio
4 companies on the graph (5 transactions); most in healthcare services (1); 5 platforms and 0 add-ons; observed 2018 to 2019
Funds
12 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| V••••• R••• E••••• C•••••• L• ADV: Private Equity Fund | Real estate fund | unknown | $16.5M as of Aug 16, 2012 | no reporting | no Form D | Unknown |
| V••••• S•••••• I••••••••• I•• Q••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $4.9M as of Aug 16, 2012 | no reporting | no Form D | Unknown |
| V••••• T••••• S•••••• I••••••••• I•• L•• ADV: R••• E••••• Fund | buyout or unlabelled | unknown | $2.0M as of Mar 31, 2015 | no Form D | Wound down | |
| V••••• R••• E••••• C•••••• I••••••••• L• ADV: R••• E••••• Fund | Real estate fund | unknown | $1.1M as of Mar 29, 2024 | no Form D | Harvest | |
| V••••• R••• E••••• C•••••• Q•••••••• L• ADV: R••• E••••• Fund | Real estate fund | unknown | $884,642 as of Mar 29, 2024 | no Form D | Harvest | |
| V••••• S•••••• H•••••• I••••••••• L• ADV: R••• E••••• Fund | Real estate fund | unknown | $471,236 as of Mar 31, 2021 | no Form D | Wound down | |
| V••••• S•••••• I••••••••• I• Q•••••••• L• ADV: R••• E••••• Fund | buyout or unlabelled | unknown | $160,440 as of Mar 27, 2018 | no Form D | Wound down | |
| V••••• S•••••• I••••••••• I• I••••••••• L• ADV: R••• E••••• Fund | buyout or unlabelled | unknown | $10,806 as of Mar 27, 2018 | no Form D | Wound down | |
| V••••• S•••••• H•••••• Q••••••••• L• ADV: R••• E••••• Fund | Real estate fund | unknown | $0 as of Mar 31, 2021 | no Form D | Wound down | |
| V••••• S•••••• H•••••• I••••••••• Q•••••••• L• ADV: Private Equity Fund | Real estate fund | unknown | $0 as of Aug 16, 2012 | no reporting | no Form D | Unknown |
| V••••• S•••••• I••••••••• I• I••••••••• Q•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Aug 16, 2012 | no reporting | no Form D | Unknown |
| V••••• R••• E••••• C•••••• I••••••••• Q•••••••• L• ADV: R••• E••••• Fund | Real estate fund | unknown | $0 as of Mar 31, 2015 | no Form D | Wound down |
Team
44 current, 1 former
Managing partner (3)
- S••••• G•••• · Executive Assistant to the CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••• F••••••• G•••• · Founder & CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••• F••••••• G•••• · Managing Member · since Nov 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (9)
- D•••• M••••••• · Managing Director – Construction Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• C••••• · Managing Director – Acquisitions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• I•••• · Managing Director and S••••• Executive Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• W•••• · Chief Investment Officer and S••••• Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• W••••• · Managing Director – Acquisitions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• M•••• · S••••• Manager – Construction Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• C•••• · Managing Director – Asset Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• B•••• · Managing Director – Acquisitions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• H•••••••• · Managing Director – Asset Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (2)
- M••• P••••• · Director – Acquisitions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•• S••••• · Director – Asset Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (7)
- C•••••• F•••••• · Associate Vice President – Acquisitions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• G•••••• · S••••• Associate – Asset Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• H••••• · Associate Vice President – Acquisitions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••••• Y••••• · S••••• Associate – Asset Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• W••••• · S••••• Associate – Asset Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• C••••• · Associate Vice President – P•••••••• & Data Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• R•••••• · Associate Vice President – Acquisitions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- C•••• L•• · Associate – Acquisitions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• Z••••••• · Associate – Asset Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (1)
- H••••• S•••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Capital markets (2)
- C•••••• B••••• C••• · Associate Vice President – Capital Markets · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• A•••••• · Vice President – Capital Markets · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (3)
- B••• S•••••• · S••••• Associate – Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••••••• H••••• · Analyst – Marketing and Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• F••••••• · Investor Relations and Office Administrator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (9)
- A•• T••••••• · CPA, Fund Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• D•••• · General Counsel and Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• D•••• · Chief Compliance Officer · since Nov 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E•••••••• P•••• · Firm Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I•••• Y•••••• · S••••• Manager – Fund Accounting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• D••••••••• · Director – Property Accounting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• D•••••••• · Executive Assistant to the CIO & Investment Team · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• A••••• S••••• · Cfo · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••••• A••••• S••••• · Chief Operating Officer and Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (6)
- C•••••••• F••••• · Transaction Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• M•••••• · Accounts Payable Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• T•••• · Transaction Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• W•••• · Cio · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• M•••••• · S••••• Property Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• R•••••••• · S••••• Fund Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- G••• J••••• S•••••••• · Cco · Aug 1, 2012 to Mar 27, 2018 Inference
Portfolio
5 relationships, 5 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| W••••••• C••••• | Platform | active | Apr 15, 2019 transaction announcement | 7.4 years | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| N••••••••• S••••• L••••• C•••••••• | Platform | active | Dec 4, 2018 transaction announcement | 7.8 years | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| 2••••••••• E•••• E•••••••• P•••••••• | Platform | active | Jul 25, 2018 transaction announcement | 8.2 years | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| T•• D••••••••• C•••• •• M•••••• P••••••••• | Platform | active | Jun 12, 2018 transaction announcement | 8.3 years | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| T•• D••••••••• C•••• •• M•••••• P••••••••• | Platform | active | Jun 12, 2018 transaction announcement | 8.3 years | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
Transactions
4 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Apr 15, 2019 | Platform acquisition | W••••••• C••••• | Sponsor (confirmed) | v•••••••.com |
| Dec 4, 2018 | Platform acquisition | N••••••••• S••••• L••••• C•••••••• | Sponsor (confirmed) | v•••••••.com |
| Jul 25, 2018 | Platform acquisition | 2••••••••• E•••• E•••••••• P•••••••• | Sponsor (confirmed) | v•••••••.com |
| Jun 12, 2018 | Platform acquisition | T•• D••••••••• C•••• •• M•••••• P••••••••• | Sponsor (confirmed), Sponsor (confirmed) | v•••••••.com |
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
- I•• 12 shared · very strong · last Jan 1, 2012
- A•••• C•••••• M••••••••• I••• 8 shared · very strong · last Jan 1, 2014
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
15 most recent
- Nov 16, 2022V••••• R••• E••••• C•••••• and Almanac R•••ty Investors Announce Strategic Minority Investment
- Jun 21, 2021V••••• R••• E••••• C•••••• Closes $578 million for V••••• R••• E••••• C•••••• III, LP
- Jan 14, 2021V••••• R••• E••••• C•••••• Sells San Diego M•••••• Office
- Apr 15, 2019V••••• R••• E••••• C••••••, Ryan Companies Acquire Richfield M•••••• Office Property
- Apr 15, 2019V••••• R••• E••••• C••••••, Ryan Companies Acquire Richfield M•••••• Office Property
- Dec 4, 2018V••••• R••• E••••• C•••••• Announces Acquisition of N••••••••• S••••• L••••• C•••••••• in Chicago Suburb
- Dec 4, 2018V••••• R••• E••••• C•••••• Announces Acquisition of N••••••••• S••••• L••••• C•••••••• in Chicago Suburb
- Oct 3, 2018TRANSWESTERN INVESTMENT GROUP, V••••• R••• E••••• C•••••• ACQUIRE 114,413 SF WEST HOUSTON OFFICE ASSET
- Jul 25, 2018V••••• R••• E••••• C•••••• Acquires 2••••••••• E•••• E•••••••• P••••••••
- Jul 25, 2018V••••• R••• E••••• C•••••• Acquires 2••••••••• E•••• E•••••••• P••••••••
- Jun 12, 2018V••••• R••• E••••• C•••••• Announces Latest Acquisition of T•• D••••••••• C•••• •• M•••••• P•••••••••
- Jun 12, 2018V••••• R••• E••••• C•••••• Announces Latest Acquisition of T•• D••••••••• C•••• •• M•••••• P•••••••••
- Jul 19, 2017V••••• Raises $408M to Execute Cycle-Resilient Investment Strategy
- Sep 30, 2015StepStone R••• E••••• Invests in V••••• P••••••••
- Aug 16, 2012V••••• R••• E••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
V••••• R••• E••••• L•• is the same institution as 2 records in RIA and Wealth and Real Estate Funds.
RIA and Wealth1Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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