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U•••• I••••••••• A••••••• L••

Value add real estate managerExempt reporting adviserunder $1B· Seattle, Washington

Value add real estate manager, based in Seattle, Washington, reporting $14.2M of real estate gross assets across 3 vehicles.

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

Real estate GAV
$14.2M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
3
Form ADV, Schedule D 7.B.(1)
Vehicles (3)
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 310259 · SEC 802-119471Show
CRD 310259SEC 802-119471under $1BValue addForm ADV
What capital do they manage?
Real estate GAV
$14M 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
2020the extract starts in 2011; an earlier history is not visible
Latest filing
Nov 13, 2024exempt reporting adviser
Fund types on the latest filing
Real Estate Fund 3
Latest vintage
2022from 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
Hybridbasis: stated
Property types
Office, Multifamily, Mixed use, Retailbasis: stated
Markets
Seattle, WA, Portland, OR, Denver, CO, Salt Lake City, UT, Austin, TX, N••••••••, TN, Seattle/Bellevue, Denver/Boulderbasis: stated
Business kind (site)
Real estate manager
In the manager's own words18 quotesShow
  • Core: “Our investments span risk spectrum on core, core plus, value-add, and development.”
  • Core plus: “Our investments span risk spectrum on core, core plus, value-add, and development.”
  • Value add: “Our investments span risk spectrum on core, core plus, value-add, and development.”
  • Development: “Our investments span risk spectrum on core, core plus, value-add, and development.”
  • Value add: “We specialize in value-add office and multifamily real estate in premium markets where our integrated services give us an unbeatable edge.”
  • Core plus: “Our value-add and core-plus office funds for institutional investors provide attractive risk-adjusted returns in focused secondary markets.”
  • Office: “U•••• owns and manages nearly 18 million square feet of office, multifamily, and mixed-use property across the United States, with more than a million square feet under development as well.”
  • Multifamily: “U•••• owns and manages nearly 18 million square feet of office, multifamily, and mixed-use property across the United States, with more than a million square feet under development as well.”
  • Mixed use: “U•••• owns and manages nearly 18 million square feet of office, multifamily, and mixed-use property across the United States, with more than a million square feet under development as well.”
  • Retail: “We focus on growth markets in the U.S. and specialize in office, multifamily development, and urban retail.”
  • Seattle, WA: “Our portfolio includes office, mixed-use and multifamily properties that we own, manage or are developing in cities across the United States, including Seattle, Portland, Denver, Salt Lake City, Austin, and N••••••••.”
  • Portland, OR: “Our portfolio includes office, mixed-use and multifamily properties that we own, manage or are developing in cities across the United States, including Seattle, Portland, Denver, Salt Lake City, Austin, and N••••••••.”
  • Denver, CO: “Our portfolio includes office, mixed-use and multifamily properties that we own, manage or are developing in cities across the United States, including Seattle, Portland, Denver, Salt Lake City, Austin, and N••••••••.”
  • Salt Lake City, UT: “Our portfolio includes office, mixed-use and multifamily properties that we own, manage or are developing in cities across the United States, including Seattle, Portland, Denver, Salt Lake City, Austin, and N••••••••.”
  • Austin, TX: “Our portfolio includes office, mixed-use and multifamily properties that we own, manage or are developing in cities across the United States, including Seattle, Portland, Denver, Salt Lake City, Austin, and N••••••••.”
  • N••••••••, TN: “Our portfolio includes office, mixed-use and multifamily properties that we own, manage or are developing in cities across the United States, including Seattle, Portland, Denver, Salt Lake City, Austin, and N••••••••.”
  • Seattle/Bellevue: “Seattle/Bellevue #1 U.S. city for STEM jobs #2 fastest growing city in North America”
  • Denver/Boulder: “Denver/Boulder #2 best place to live 63% growth in tech companies since 2010”
Vehicles
3 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
U•••• P••••••• I•• C••••••••• I• L•
805-1254576490
co-investment$8M GAV 202432022 to 20242022Harvesting
U••• C••••••••• I• L•
805-1017774542
co-investment$3M GAV 202422020* to 2024unknownHarvesting
U••• C••••••••• I• L•
805-8863018566
co-investment$2M GAV 202462020* to 2024unknownWinding down
What do they actually own?
0 trusted of 2 candidate bindings
No validated holdings yet. Candidate bindings stay off this page until their rule passes the blind-label gate.
Properties the manager names on its site
  • 1••• T••••, 1••• T•••• Avenue, Seattle, WA “••• Locked”
  • 1••• L••••••, 1••• L•••••• S•••••, Denver, CO “••• Locked”
  • 1••• L•••••••, 1••• L••••••• St, Denver, CO “••• Locked”
  • 2•• T••••, 250 East 200 South, Salt Lake City, UT “••• Locked”
  • L••••• P••••, 504 L••••• St, Austin, TX “••• Locked”
  • O•• N••••••••, 150 4th Avenue N, N••••••••, TN “••• Locked”
  • S••••••, 3400 Stone Way N, Seattle, WA (mixed_use) “••• Locked”
  • S•••• T••••, 506 Second Ave, Seattle, WA “••• Locked”
  • W••••• S•••••, 1512 Larimer S•••••, Denver, CO “••• Locked”
  • T•• L•••••• B•••••••, Portland, OR (office) “••• Locked”
  • R•••••• I••••••••• C•••••, Seattle, WA (office) “••• Locked”
  • U••• B•••••• T••••, Portland, OR (office) “••• 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
  • cmbs_trust steady2 loans, $119M, Mar 21, 2017 to Mar 21, 2017
Who backs them?
0 allocators, 0 rows
No institutional LP disclosure resolved to this manager.
People
Form ADV Schedule A, latest filing
  • H•••••• T•••• Board Member since 2007-02
  • D•••• J••••••• Board Member since 2007-02
  • W•••••• D• P•••• Board Member since 2007-02
  • H•••• D•••••• H••••• Board Member since 2012-05
  • J••• G••••• Board Member since 2016-03
  • C••••••• J•••••••• Manager, Vice President, Chief Financial Officer, Secretary since 2020-08
  • Q•••••• W••••• K••••• Manager, President since 2021-03
  • R••••• P••••• Manager, Vice President since 2023-03
  • M•••••• S•••• L••••• Manager, Vice President, Chief Compliance Officer since 2023-03
  • A••••• R••• C•• Manager, Vice President since 2024-03
Full team · 11 people
  • D••••• M••• L•••• Manager, Vice President since 2024-03
What is changing?
  • Vehicle first reported Mar 30, 2022 (observed) ••• Locked
  • Vehicle first reported Aug 17, 2020 (observed) ••• Locked
  • Vehicle first reported Aug 17, 2020 (observed) ••• Locked
  • First ADV filing on the tape Aug 17, 2020 (observed) ••• Locked
Across DFX

Not yet on record: properties held, institutional LPs.