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B•••••• L••

Multi-strategy real estate managerSEC-registered adviser$1B to $5B· Charlotte, North Carolina

Multi-strategy real estate manager, based in Charlotte, North Carolina, reporting $2.7B of real estate gross assets across 3 vehicles.

Composed from this manager's Form ADV filings and classification.

Real estate GAV
$2.7B
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
3
Form ADV, Schedule D 7.B.(1)
Properties held
2
Deeds, filings and the manager's own site, bound to its vehicles
Institutional LPs
2
Pension and endowment disclosures
Vehicles (3)HoldingsLPs
As of · the latest Form ADV filing; property activity carries its own dates

Nothing material in the last 365 days. No dated change on record yet.

Identifiers, size band and strategyCRD 106006 · SEC 801-241Show
CRD 106006SEC 801-241$1B to $5BMulti-strategyForm ADV
What capital do they manage?
Real estate GAV
$2.7B GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
3 current, 3 ever, 0 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2012the extract starts in 2011; an earlier history is not visible
Latest filing
May 1, 2024registered adviser
Adviser RAUM
$308Bthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Hedge Fund 5, Real Estate Fund 3, Other Private Fund 9, Private Equity Fund 10, Securitized Asset Fund 37
Latest vintage
2023from a fund name year or the first ADV report after the adviser's first filing
What do they say they do?
stated by the manager
Strategy
Multi-strategy
Operator model
Hybridbasis: stated
Property types
Hotelbasis: vehicle names
Markets
Globalbasis: stated
Business kind (site)
Other
AUM in its own words
$502 billionthe manager's statement, not a DFX figure
Parent
MassMutual (with a minority investment from MS&AD)
In the manager's own words3 quotesShow
  • Debt: “B••••••’ full spectrum of real estate lending capabilities enhances our market presence and generates opportunities across various sectors, styles and the capital structure.”
  • Multi-strategy: “Our team secures access to investments across the risk spectrum and around the globe, applying an active management approach designed to maximize each asset's potential.”
  • Global: “Our team secures access to investments across the risk spectrum and around the globe, applying an active management approach designed to maximize each asset's potential.”
Vehicles
3 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
B•••••• R••• E••••• D••• I••••• F••• L•
805-2532669033
fund$1.3B GAV 202492022 to 20242022InvestingDebt1
B•••••• I••••••••• • G••••• R••• E••••• F••• L•
805-2840494515
fund$1.1B GAV 2024152023 to 20242023Investing
B•••••• H•••• O••••••••• V•••••• I• L•
805-4214733801
fund$283M GAV 202422023 to 20242023InvestingOpportunistic
What do they actually own?
2 trusted of 3 candidate bindings
Owner entityVehicleProperties heldLoansEvidence
B••• C•••••• P•••• L••
FL, warehouse, distribution
manager only1 assessed $21.3MAddress and agent
owner's tax-bill address is the manager's headquarters to the suite or floor
B••• O•••••• L••
FL, warehouse, distribution
manager only1 assessed $13.4MAddress and agent
owner's tax-bill address is the manager's headquarters to the suite or floor
Properties the manager names on its site
  • W••••••••• Q•••••, Melbourne (multifamily) “••• Locked”
  • 1•• K••••••• S•••••, 1•• K••••••• S•••••, Boston, MA (other) “••• Locked”
What are they buying, selling and financing?
0 acquisitions, 0 sales, 0 financings in 12 months
No attributed events yet. An event reaches this page only through a validated holding binding.
Who finances them?
0 loans, 0 lender groups
No recorded loans through trusted holdings.
Who backs them?
2 allocators, 2 rows
  • C••••• C•••• C••••• E••••••• R••••••••• S••••• in B•••••• R••• E••••• D••• I••••• F••• exact_name$75.0M committed, as of Jun 30, 2026 cccera.gov
  • M••••••••• C•••• F••••••••• in B•••••• C••• P••••••• F••• L• manager_brand$22.8M fair value, as of Dec 31, 2024 apps.irs.gov
People
Form ADV Schedule A, latest filing
  • E•••••••• W••• C••••••• Director, Audit Committee, Human Resource Committee since 2012-07 also on pe, vc
  • R•••• W•••••• C••••••• Director, Human Resource Committee since 2012-11 also on pe
  • S•••••• M•••••• F•••••• Chief Administrative Officer since 2016-09 also on pe, vc
  • G••••••• J•••• C••••••• Director, Audit Committee since 2017-10 also on pe
  • P•••••• L•••• H••••••• Chief Financial Officer since 2020-01 also on pe, vc
  • M•••••• J•••• O••••••• Director, Audit Committee since 2020-03 also on pe
  • S•••• A••••• M•••••• Director since 2020-03 also on pe
  • S•••• M•••• C•••• Director, Human Resource Committee since 2020-03 also on pe
  • C••••••••• C• C••• Treasurer since 2020-04 also on pe
  • M•••••• D•••• F•••• Chief Executive Officer, Chairman Of The Board Of Managers, And Director since 2020-11 also on pe
Full team · 16 people
  • E••• J•••• L•••• President since 2021-11 also on pe, vc
  • R•••• C••••• W••••••• Secretary since 2022-05 also on pe, vc
  • J••• E•••• D••••••• Assistant Secretary since 2022-05 also on pe, vc
  • E••• W•••••• P•••••• Director since 2023-05 also on pe
  • M•••••• M•••• L•••••• Chief Compliance Officer since 2023-08 also on pe
  • M••••••• A••• H••••• Assistant Secretary since 2023-11 also on pe
What is changing?
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 30, 2022 (observed) ••• Locked
  • First ADV filing on the tape Mar 30, 2012 (observed) ••• Locked
Across DFX