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B•••• R••• E••••• F••••• L••

Value add real estate managerNot current: last filed 2022Exempt reporting adviser· Charleston, South Carolina

Value add real estate manager, based in Charleston, South Carolina, last reporting $189M of real estate gross assets across 1 vehicle.

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

Last reported GAV
$189M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
None
Form ADV, Schedule D 7.B.(1)
Properties held
1
Deeds, filings and the manager's own site, bound to its vehicles
Vehicles (1)Holdings
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 313424 · SEC 802-121999Show
CRD 313424SEC 802-121999unsizedValue addForm ADV
What capital do they manage?
Real estate GAV
$189M GAV 2022sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
0 current, 1 ever, 0 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2021the extract starts in 2011; an earlier history is not visible
Latest filing
Apr 7, 2022exempt reporting adviser
Fund types on the latest filing
Real Estate Fund 1
What do they say they do?
stated by the manager
Strategy
Value add
Operator model
Hybridbasis: stated
Property types
Multifamily, Mixed use, Industrial, Office, Retail, Hotelbasis: stated
Markets
Southeastern United States, the Southeast, South Carolina, Florida, North Carolina, Nashvillebasis: stated
Business kind (site)
Real estate manager
AUM in its own words
$2.5 billion+ in multifamily assetsthe manager's statement, not a DFX figure
In the manager's own words15 quotesShow
  • Value add: “identifies opportunities with clear upside and executes strategies that enhance operations, drive rent growth, and maximize long-term value”
  • Development: “Delivering multifamily, industrial, office, and retail assets”
  • Multi-strategy: “Through strategic joint ventures and multiple discretionary fund vehicles, the B•••• Investment Management team has developed into an industry-known name as a professional and strategic acquirer and asset manager of multifamily in the Southeast.”
  • Multifamily: “specializing in acquiring, developing, and operating multifamily, mixed-use, and master‑planned communities throughout the southeastern United States”
  • Mixed use: “specializing in acquiring, developing, and operating multifamily, mixed-use, and master‑planned communities throughout the southeastern United States”
  • Industrial: “Delivering multifamily, industrial, office, and retail assets”
  • Office: “Delivering multifamily, industrial, office, and retail assets”
  • Retail: “Delivering multifamily, industrial, office, and retail assets”
  • Hotel: “2025 Travel + Leisure’s World’s Best Awards: T•• D•••••• A•••••• C•••••••••, #1 Resort in South Carolina”
  • Southeastern United States: “specializing in acquiring, developing, and operating multifamily, mixed-use, and master‑planned communities throughout the southeastern United States”
  • the Southeast: “the company has an active presence across more than 25 cities throughout the Southeast”
  • South Carolina: “Headquartered in South Carolina, the company has an active presence across more than 25 cities throughout the Southeast.”
  • Florida: “ORLANDO, FL | Open the door to comfort and embrace the surreal beauty of a lakeside setting along with the nearby golf course and exciting amenities.”
  • North Carolina: “INDIAN TRAIL, NC | T•• E•••••• is a modern standard for comfortable, high-quality living.”
  • Nashville: “SIXTH SOUTH, NASHVILLE”
Vehicles
1 on Form ADV
No vehicles match.
1 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
B•••• I••••••••• F•••• L•••
805-8589671446
fund$189M GAV 2022982021* to 2022unknownDeploying
What do they actually own?
1 trusted of 1 candidate bindings
Owner entityVehicleProperties heldLoansEvidence
B•• I• • M••••• L•••••• L••
FL, multifamily 10+ units
manager only1 assessed $39.2MAddress and agent
mailing hq suite own house
Properties the manager names on its site
  • M••••• L••••••, Orlando, FL (multifamily) “••• Locked”
  • T•• E••••••, Indian Trail, NC (multifamily) “••• Locked”
  • T•• D•••••• A•••••• C•••••••••, South Carolina (hotel) “••• 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?
0 allocators, 0 rows
No institutional LP disclosure resolved to this manager.
People
Form ADV Schedule A, latest filing
No Schedule A people on the tape.
What is changing?
  • Vehicle first reported Jul 1, 2021 (observed) ••• Locked
  • First ADV filing on the tape Jul 1, 2021 (observed) ••• Locked
Across DFX

Not yet on record: institutional LPs.