DFX Intelligence
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I••• P•••• P•••••••• L••
Value add real estate managerSEC-registered adviser$1B to $5B· Washington, District of Columbia
Value add real estate manager, based in Washington, District of Columbia, reporting $1.4B of real estate gross assets across 16 vehicles.
Composed from this manager's Form ADV filings and classification.
As of · the latest Form ADV filing; property activity carries its own dates
- Real estate GAV
- $1.4B
- Current vehicles
- 16
- Properties held
- Not established
- Institutional LPs
- Not established
Form ADV, Schedule D, real estate vehicles summed
Form ADV, Schedule D 7.B.(1)
As of · the latest Form ADV filing; property activity carries its own dates
Why this matters
- Graphs 1
Identifiers, size band and strategyCRD 157078 · SEC 801-73280ShowHide
What capital do they manage?
- Real estate GAV
- $1.4B GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- GAV as filed
- $1.4Bfeeders and quarantined readings included
- Vehicles
- 16 current, 17 ever, 1 dropped2 feeders, 0 funds of funds
- First on the tape
- 2012the extract starts in 2011; an earlier history is not visible
- Latest filing
- Dec 26, 2024registered adviser
- Adviser RAUM
- $1.4Bthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 16
- Latest vintage
- 2024from 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
- Value add
- Operator model
- Fund managerbasis: stated
- Property types
- Data center, Healthcare, Life science, Multifamily, Self storage, Senior housingbasis: stated
- Markets
- North America, Europebasis: stated
- Business kind (site)
- PRIVATE_EQUITY
- AUM in its own words
- $1.4 billion AUMthe manager's statement, not a DFX figure
In the manager’s own words
- Value add: “we pride ourselves on our thematic, value-oriented investment approach”
- Multi-strategy: “I••• P•••• pursues a thematic investment approach across numerous commercial real estate property types and specialty asset classes.”
- Data center: “Data Centers”
- Healthcare: “Medical & Life Sciences”
- Life science: “Medical & Life Sciences”
- Multifamily: “Multi Family”
- Self storage: “Self Storage”
- Senior housing: “Senior Housing”
- Single-family rental: “Single Family Rental”
- North America: “throughout North America and Europe”
- Europe: “throughout North America and Europe”
Vehicles
17 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| I••• P•••• R••• E••••• P••••••• I•• L••• 805-2185938352 | master | $481M GAV 2024 | 87 | 2018 to 2024 | 2018 | Harvesting | Opportunistic | |
| I••• P•••• R••• E••••• P••••••• I••• L••• 805-3514057709 | fund | $347M GAV 2024 | 105 | 2015 to 2024 | 2015 | Harvesting | Opportunistic | |
| I••• P•••• R••• E••••• P••••••• V• L••• 805-5026567604 | fund | $168M GAV 2024 | 7 | 2022 to 2024 | 2022 | Investing | Opportunistic | |
| I••• P•••• R••• E••••• P••••••• I• • T•• L••• 805-5325823634 | fund | $168M GAV 2024 | 41 | 2012* to 2024 | unknown | Harvesting | Opportunistic | |
| I••• P•••• R••• E••••• P••••••• I•• L••• 805-2998754713 | fund | $91M GAV 2024 | 53 | 2012* to 2024 | unknown | Harvesting | Opportunistic | |
| I•••• I• O••••••• F•••••• L••• 805-4357338711 | feeder | $48M GAV 2024 | 1 | 2019 to 2024 | 2019 | Harvesting | ||
| I••• P•••• R••• E••••• P••••••• I• C••••••••• L••• 805-3206007759 | co-investment | $37M GAV 2024 | 1 | 2022 to 2024 | 2022 | Harvesting | Opportunistic | |
| I••• P•••• R••• E••••• P••••••• I•• • T• ••• L••• 805-6257812319 | fund | $24M GAV 2024 | 10 | 2015 to 2024 | 2015 | Harvesting | Opportunistic | |
| I••• P•••• R••• E••••• P••••••• I• • T• ••• L••• 805-9391777510 | fund | $19M GAV 2024 | 10 | 2012* to 2024 | unknown | Harvesting | Opportunistic | |
| I•••• V• O••••••• H•••••••• L••• 805-4606774512 | feeder | $17M GAV 2024 | 1 | 2023 to 2024 | 2023 | Investing | ||
| I••• P•••• R••• E••••• P••••••• • T•• L••• 805-7046637720 | fund | $15M GAV 2024 | 5 | 2012* to 2024 | unknown | Winding down | ||
| I••• P•••• R••• E••••• P•••••••• L••• 805-6273197013 | fund | $11M GAV 2024 | 40 | 2012* to 2024 | unknown | Winding down | ||
| I••• P•••• C••••••••• I• L•• 805-3763591422 | co-investment | $9M GAV 2024 | 4 | 2013 to 2024 | 2013 | Winding down | ||
| I••• P•••• R••• E••••• P••••••• T• • ••• L••• 805-5637757327 | fund | $8M GAV 2024 | 13 | 2012* to 2024 | unknown | Winding down | ||
| I••• P•••• R••• E••••• P••••••• • T• ••• L••• 805-2011503380 | fund | $2M GAV 2024 | 1 | 2012* to 2024 | unknown | Winding down | ||
| I••• P•••• R••• E••••• P••••••• V• C••••••••• L••• 805-9464242723 | co-investment | $0 GAV 2024 | 2 | 2024 to 2024 | 2024 | Unknown | Opportunistic |
1 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| I••• P•••• R••• E••••• P••••••• I•• C••••••••• ••• L••• 805-5461737427, dropped 2021 | co-investment | $100M GAV 2020 | 1 | 2015 to 2020 | 2015 | Dropped from ADV | Opportunistic |
What do they actually own?
0 trusted of 0 candidate bindings
No validated holdings yet. Candidate bindings stay off this page until their rule passes the blind-label gate.
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?
0 allocators, 0 rows
No institutional LP disclosure resolved to this manager.
People
Form ADV Schedule A, latest filing
- W•••••• S•••••• J•••• Member since 2017-01
- R••• J••••• H••• Member since 2017-01
- T••••• C•••••• L•••• Managing Partner since 2019-01
- T••• B•••••• C•••••• Chief Compliance Officer since 2024-12
What is changing?
- Vehicle first reported Mar 28, 2024 (observed) ••• Locked
- Vehicle first reported Mar 30, 2023 (observed) ••• Locked
- Vehicle first reported Mar 31, 2022 (observed) ••• Locked
- Vehicle first reported Mar 31, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2021 (observed) ••• Locked
- Vehicle first reported Mar 29, 2019 (observed) ••• Locked
- Vehicle first reported Mar 29, 2018 (observed) ••• Locked
- Vehicle first reported Mar 30, 2015 (observed) ••• Locked
- Vehicle first reported Mar 30, 2015 (observed) ••• Locked
- Vehicle first reported Mar 30, 2015 (observed) ••• Locked
- Vehicle first reported Mar 26, 2013 (observed) ••• Locked
- First ADV filing on the tape Feb 10, 2012 (observed) ••• Locked
- Vehicle first reported Feb 10, 2012 (observed) ••• Locked
- Vehicle first reported Feb 10, 2012 (observed) ••• Locked
- Vehicle first reported Feb 10, 2012 (observed) ••• Locked
- Vehicle first reported Feb 10, 2012 (observed) ••• Locked
- Vehicle first reported Feb 10, 2012 (observed) ••• Locked
- Vehicle first reported Feb 10, 2012 (observed) ••• Locked
- Vehicle first reported Feb 10, 2012 (observed) ••• Locked
Across DFX
Bridged by shared CRD, CIK or SEC fund id only; the same institution’s PE portfolio companies and its real estate holdings stay on their own graphs.