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M• • J• W•••••

Value add real estate managerExempt reporting adviserunder $1B· Chicago, Illinois

Value add real estate manager, based in Chicago, Illinois, reporting $129M of real estate gross assets across 29 vehicles.

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

Real estate GAV
$129M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
29
Form ADV, Schedule D 7.B.(1)
Properties held
2
Deeds, filings and the manager's own site, bound to its vehicles
Vehicles (37)Holdings
As of · the latest Form ADV filing; property activity carries its own dates

What matters now

  1. Oct 2027
    next loan maturity

    Next loan maturity on its holdings: 6 Oct 2027 on M• • J• W•••••• L••• (PA), 2 loans totalling $39.3M recorded.

    in 12 months · Debt coming due inside two years has to be refinanced, extended or repaid: lenders and buyers can get ahead of it.

    Factrecorded loan documentsFor Lenders, debt brokers, buyersLenders →
Identifiers, size band and strategyCRD 291202 · SEC 802-112216Show
CRD 291202SEC 802-112216under $1BValue addForm ADV
What capital do they manage?
Real estate GAV
$129M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
29 current, 37 ever, 8 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2017the extract starts in 2011; an earlier history is not visible
Latest filing
Mar 12, 2024exempt reporting adviser
Fund types on the latest filing
Real Estate Fund 29
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
Value add
Operator model
Operator with outside capitalbasis: stated
Property types
Office, Retailbasis: stated
Markets
Illinois, Hawaii, Pennsylvania, New Jersey, Oregon, New York, South Carolina, Coloradobasis: stated
Business kind (site)
Real estate manager
In the manager's own words15 quotesShow
  • Value add: “the Company has modified its business plan once again by transforming itself from being primarily a long-term, passive investor in stabilized real estate assets to a full-service, commercial real estate company providing “value-added” services to both affiliated investment companies and third-party owners of real estate.”
  • Office: “the Company’s portfolio comprises 110 properties, including 25 office buildings and 65 retail properties consisting of approximately 14 million total square feet”
  • Retail: “the Company’s portfolio comprises 110 properties, including 25 office buildings and 65 retail properties consisting of approximately 14 million total square feet”
  • Illinois: “Colorado (4) Hawaii (2) Illinois (7) Indiana (3) New Jersey (1) New York (1) North Carolina (1) Oregon (1) Pennsylvania (13) South Carolina (1) Texas (1)”
  • Hawaii: “Colorado (4) Hawaii (2) Illinois (7) Indiana (3) New Jersey (1) New York (1) North Carolina (1) Oregon (1) Pennsylvania (13) South Carolina (1) Texas (1)”
  • Pennsylvania: “Colorado (4) Hawaii (2) Illinois (7) Indiana (3) New Jersey (1) New York (1) North Carolina (1) Oregon (1) Pennsylvania (13) South Carolina (1) Texas (1)”
  • New Jersey: “Colorado (4) Hawaii (2) Illinois (7) Indiana (3) New Jersey (1) New York (1) North Carolina (1) Oregon (1) Pennsylvania (13) South Carolina (1) Texas (1)”
  • Oregon: “Colorado (4) Hawaii (2) Illinois (7) Indiana (3) New Jersey (1) New York (1) North Carolina (1) Oregon (1) Pennsylvania (13) South Carolina (1) Texas (1)”
  • New York: “Colorado (4) Hawaii (2) Illinois (7) Indiana (3) New Jersey (1) New York (1) North Carolina (1) Oregon (1) Pennsylvania (13) South Carolina (1) Texas (1)”
  • South Carolina: “Colorado (4) Hawaii (2) Illinois (7) Indiana (3) New Jersey (1) New York (1) North Carolina (1) Oregon (1) Pennsylvania (13) South Carolina (1) Texas (1)”
  • Colorado: “Colorado (4) Hawaii (2) Illinois (7) Indiana (3) New Jersey (1) New York (1) North Carolina (1) Oregon (1) Pennsylvania (13) South Carolina (1) Texas (1)”
  • Indiana: “Colorado (4) Hawaii (2) Illinois (7) Indiana (3) New Jersey (1) New York (1) North Carolina (1) Oregon (1) Pennsylvania (13) South Carolina (1) Texas (1)”
  • North Carolina: “Colorado (4) Hawaii (2) Illinois (7) Indiana (3) New Jersey (1) New York (1) North Carolina (1) Oregon (1) Pennsylvania (13) South Carolina (1) Texas (1)”
  • Texas: “Colorado (4) Hawaii (2) Illinois (7) Indiana (3) New Jersey (1) New York (1) North Carolina (1) Oregon (1) Pennsylvania (13) South Carolina (1) Texas (1)”
  • Georgia: “C••••• – Atlanta, GA”
Vehicles
37 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
M• • J• M••••••• I••••••••• L••
805-3175723641
fund$19M GAV 2024182017* to 2024unknownMature
2•• N•••• L•••••• S••••• P•••••••••
805-8422589497
fund$14M GAV 202492017* to 2024unknownMature
M• • J• O•• I•••••••• L••
805-7230067112
fund$10M GAV 2024162022 to 20242022Deploying
M• • J• P• I•••••••• L••
805-2360489474
fund$8M GAV 2024252020 to 20242020Investing
M• • J• K••••••••• I•••••••• L••
805-1547730537
fund$8M GAV 202492020 to 20242020Deploying
All 29 current vehicleslargest GAV first
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
M• • J••••••••• I••••••••• L••
805-6640759552
fund$7M GAV 2024222017* to 2024unknownHarvesting
M• • J• S••••••••• I•••••••• L••
805-6752949647
fund$7M GAV 2024242019 to 20242019Mature
M• • J• E••• G••• S••••• I••••••••• L••
805-7303682988
fund$7M GAV 2024102017* to 2024unknownHarvesting
N•••• L•••••• S••••• L•••••• P•••••••••
805-7796172954
fund$6M GAV 2024172017* to 2024unknownMature
M• • J• 2•• I•••••••• L••
805-3692341105
fund$6M GAV 2024142017* to 2024unknownHarvesting
M• • J• M• I•••••••• L••
805-9252117880
fund$5M GAV 2024252017* to 2024unknownHarvesting
M• • J••••••• I••••••••• L••
805-8889057039
fund$5M GAV 2024422017* to 2024unknownMature
M• • J•••••••• A•••••••••
805-6233313511
fund$5M GAV 2024552017* to 2024unknownMature
M• • J• M••••••• I••••••••• L••
805-2914034831
fund$4M GAV 2024172017* to 2024unknownHarvesting
M• • J• C• I•••••••• L••
805-7765806102
fund$3M GAV 2024142017* to 2024unknownMature
M• • J• P• I•••••••• L••
805-3294003408
fund$2M GAV 2024262023 to 20242023Investing
M• • J• F••••• T•••••• I••••••••• L••
805-2203945007
fund$2M GAV 202462017* to 2024unknownMature
M• • J• E••• S••••• I•••••••• L••
805-8031342225
fund$2M GAV 202422017* to 2024unknownHarvesting
M• • J• P•• I••••••••• L••
805-3428638780
fund$2M GAV 2024152017* to 2024unknownHarvesting
M• • J• M••••••• I•••••••• L••
805-9491086346
fund$2M GAV 2024112019 to 20242019Harvesting
M• • J• C• I•••••••• L••
805-2662584903
fund$989,600 GAV 202432019 to 20242019Harvesting
M• • J••••••••• L••
805-5520050545
fund$832,150 GAV 2024252017* to 2024unknownInvesting
M• • J• U•• P•••••• I•••••••• L••
805-4915629673
fund$787,630 GAV 2024152023 to 20242023Investing
M• • J• S•••••• I••••••••• L••
805-3742844602
fund$773,860 GAV 2024102017* to 2024unknownHarvesting
M• • J• 1• S•••••• I•••••••• L••
805-7664627928
fund$672,344 GAV 202452017* to 2024unknownWinding down
M• • J• G•• L•••• I•••••••• P••••••• L••
805-3245813186
fund$568,162 GAV 202462017* to 2024unknownMature
M• • J• K••••••• I•••••••• L••
805-9817539394
fund$484,842 GAV 2024182020 to 20242020Winding down
M• • J• L• I•••••••• L••
805-8547802012
fund$0 GAV 202462019 to 20242019Winding down
M• • J• G•• L•••• I••••••••• L••
805-7455804373
fund$0 GAV 202462017* to 2024unknownWinding down
8 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
M• • J••••••••• L••
805-4736924477, dropped 2020
fund$6M GAV 2019292017* to 2019unknownDropped from ADV
M• • J• P•••• P••••• I•••••••• L••
805-2842129447, dropped 2023
fund$5M GAV 202222017* to 2022unknownDropped from ADV
M• • J••••••• C••••• L••
805-3294427833, dropped 2020
fund$5M GAV 2019432017* to 2019unknownDropped from ADV
M• • J• 4•• A••••• I••••••••• L••
805-7825205592, dropped 2020
fund$4M GAV 2019162017* to 2019unknownDropped from ADV
M• • J• C•••••••• I•••••••• L••
805-1741731629, dropped 2023
fund$3M GAV 202222019 to 20222019Dropped from ADV
M•••• E••••••• L•••••• P•••••••••
805-1117941976, dropped 2020
fund$512,984 GAV 2019122017* to 2019unknownDropped from ADV
W••••••••• P••••••• L•••••• P•••••••••
805-7623730866, dropped 2020
fund$287,616 GAV 2019242017* to 2019unknownDropped from ADV
M• • J•••••• S••••• I••••••••• L••
805-5846264221, dropped 2023
fund$0 GAV 2022252021 to 20222021Dropped from ADV
What do they actually own?
1 trusted of 1 candidate bindings
Owner entityVehicleProperties heldLoansEvidence
M• • J• W•••••• L•••
PA
manager only22 ($39.3M)Corporate filing
CMBS annex sponsor named
Properties the manager names on its site
  • C•••••• M••••••, Warrenville, IL (office) “••• Locked”
  • C••••• •••••• C••••••, Alpharetta, GA (office) “••• Locked”
  • T•• W•••••••••, Pittsburgh, PA (retail) “••• Locked”
  • T••• C••••• o• M•••••••, M•••••••, HI (retail) “••• Locked”
  • T•••• a• O•••••• S••••••, Denver, CO (office) “••• Locked”
  • E••••• P••••, Illinois “••• Locked”
  • 2• S•••••• S•••••, Pennsylvania “••• Locked”
  • A•••••••• C••••••, Illinois “••• Locked”
  • G•••••• P••• C••••••, New York “••• Locked”
  • M••••••• P•••, South Carolina “••• Locked”
  • P••••• R•••• C•••••, Hawaii “••• Locked”
What are they buying, selling and financing?
0 acquisitions, 0 sales, 0 financings in 12 months
  • loan eventJan 31, 2018$13.1Mcmbs_trust
    4100 WILLIAM PENN HIGHWAY, PA through M• • J• W•••••• L••• with B•••••••• 2•••••• M••••••• T••••
    Securitised debt reporting sec.gov
  • loan eventNov 30, 2017$26.2Mcmbs_trust
    4100 William Penn Highway, PA through M• • J• W•••••• L••• with C•••• 2•••••••• C••••••••• M••••••• T••••
    Securitised debt reporting sec.gov
Who finances them?
2 loans, 1 lender groups, next maturity Oct 6, 2027
  • cmbs_trust steady2 loans, $39.3M, Nov 30, 2017 to Jan 31, 2018
Who backs them?
0 allocators, 0 rows
No institutional LP disclosure resolved to this manager.
People
Form ADV Schedule A, latest filing
  • M••• R••••• W••••• President since 1983-03
  • C•••••• J••• W••••• Executive Vice President since 1983-03
  • G•••• W••••• Stockholder And Executive Vice President since 2008-01
  • J••••• E••••• W••••• Executive Vice President since 2023-01
  • A••••• J••••• B•••••••• Chief Financial Officer since 2023-06
What is changing?
  • Vehicle dropped from ADV Mar 4, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 4, 2023 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 4, 2023 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 4, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 4, 2023 (observed) ••• Locked
Full timeline · 30 events
  • Vehicle first reported Feb 25, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 24, 2021 (observed) ••• Locked
  • Vehicle first reported Feb 28, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Feb 28, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Feb 28, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Feb 28, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Feb 28, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Feb 28, 2020 (observed) ••• Locked
  • Vehicle first reported Feb 28, 2020 (observed) ••• Locked
  • Vehicle first reported Feb 28, 2020 (observed) ••• Locked
  • Vehicle first reported Feb 12, 2019 (observed) ••• Locked
  • Vehicle first reported Feb 12, 2019 (observed) ••• Locked
  • Vehicle first reported Feb 12, 2019 (observed) ••• Locked
  • Vehicle first reported Feb 12, 2019 (observed) ••• Locked
  • Vehicle first reported Feb 12, 2019 (observed) ••• Locked
  • Vehicle first reported Nov 22, 2017 (observed) ••• Locked
  • Vehicle first reported Nov 22, 2017 (observed) ••• Locked
  • Vehicle first reported Nov 22, 2017 (observed) ••• Locked
  • Vehicle first reported Nov 22, 2017 (observed) ••• Locked
  • Vehicle first reported Nov 22, 2017 (observed) ••• Locked
  • First ADV filing on the tape Nov 22, 2017 (observed) ••• Locked
  • Vehicle first reported Nov 22, 2017 (observed) ••• Locked
  • Vehicle first reported Nov 22, 2017 (observed) ••• Locked
  • Vehicle first reported Nov 22, 2017 (observed) ••• Locked
  • Vehicle first reported Nov 22, 2017 (observed) ••• Locked
Across DFX
  • bridged to no other DFX graph by identifier

Not yet on record: institutional LPs.