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A•••• F••• M••••••••• L••

Value add real estate managerSEC-registered adviserunder $1B· Philadelphia, Pennsylvania

Value add real estate manager, based in Philadelphia, Pennsylvania, reporting $230M of real estate gross assets across 10 vehicles.

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

Real estate GAV
$230M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
10
Form ADV, Schedule D 7.B.(1)
Properties held
3
Deeds, filings and the manager's own site, bound to its vehicles
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 164662 · SEC 801-80193Show
CRD 164662SEC 801-80193under $1BValue addForm ADV
What capital do they manage?
Real estate GAV
$230M GAV 2024sum of GAV over non-feeder, non-quarantined real estate vehicles on the latest filing, including vehicles typed Other Private Fund and admitted on their name (a scale proxy, never fund size)
Vehicles
10 current, 10 ever, 0 dropped4 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
Mar 28, 2024registered adviser
Adviser RAUM
$1.2Bthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 10, Private Equity Fund 1
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
Hybridbasis: stated
Property types
Industrial, Multifamily, Student housing, Hotel, Office, Retailbasis: stated
Markets
Top 35 U.S. MSAs, Top US MSAs / dynamic growth markets, Nashville, Tampa, New York City, Salt Lake City, Miami, Tallahasseebasis: stated
Business kind (site)
Real estate manager
AUM in its own words
$13B+ Asset managedthe manager's statement, not a DFX figure
In the manager's own words20 quotesShow
  • Value add:The flagship A•••• Real Estate Partners Funds (AREP) maintain a middle market value-add and thematic strategy
  • Special situations:Special Situations/Gap Capital (premier hospitality and trophy office)
  • Debt:The A•••• Credit Funds Strategy (“ACF”) originates debt investments secured by commercial real estate across the U.S.
  • Development:Directly develop or partner with premier developers on high quality multifamily and student housing projects
  • Industrial:Primary emphasis on niche last mile infill light industrial:
  • Multifamily:Living (multifamily and student housing)
  • Student housing:Student housing adjacent to Tier-1 universities
  • Hotel:Asset classes include Office, H••••, Multifamily, Retail, Industrial and Residential Condominiums (in select markets)
  • Office:Asset classes include Office, H••••, Multifamily, Retail, Industrial and Residential Condominiums (in select markets)
  • Retail:Asset classes include Office, H••••, Multifamily, Retail, Industrial and Residential Condominiums (in select markets)
  • Other:Residential Condominiums (in select markets)
  • Top 35 U.S. MSAs:Focuses on top 35 U.S. MSA’s and select secondary markets
  • Top US MSAs / dynamic growth markets:A•••• Group’s investment focus is on high quality commercial real estate assets in top US MSA’s, dynamic growth markets and critical logistics centers.
  • Nashville:Current projects located in Nashville, Tampa, New York City, Salt Lake City, Miami, Tallahassee, and Jersey City, NJ.
  • Tampa:Current projects located in Nashville, Tampa, New York City, Salt Lake City, Miami, Tallahassee, and Jersey City, NJ.
  • New York City:Current projects located in Nashville, Tampa, New York City, Salt Lake City, Miami, Tallahassee, and Jersey City, NJ.
  • Salt Lake City:Current projects located in Nashville, Tampa, New York City, Salt Lake City, Miami, Tallahassee, and Jersey City, NJ.
  • Miami:Current projects located in Nashville, Tampa, New York City, Salt Lake City, Miami, Tallahassee, and Jersey City, NJ.
  • Tallahassee:Current projects located in Nashville, Tampa, New York City, Salt Lake City, Miami, Tallahassee, and Jersey City, NJ.
  • Jersey City, NJ:Current projects located in Nashville, Tampa, New York City, Salt Lake City, Miami, Tallahassee, and Jersey City, NJ.
Vehicles
10 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
A•••• R••• E••••• P••••••• I•• L•••
805-8451376917
fund$69M GAV 2024112024 to 20242024UnknownOpportunistic
A••• I• P••••••• S• F•••• L•
805-7479227206
feeder$44M GAV 202442024 to 20242024Unknown
A•••••• 1••• I••••••••• L••
805-8449948952
fund$34M GAV 2024262020 to 20242020Raising
A•••• R••• E••••• P••••••• I•• L•
805-5221258073
feeder$31M GAV 2024992014 to 20242014Winding downOpportunistic
A•••••• P••••••• S• F•••• L•
805-1355980962
feeder$31M GAV 202442020 to 20242020Investing
All 10 current vehicleslargest GAV first
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
A•••• R••• E••••• P••••••• I•••• L••
805-1190683858
feeder$8M GAV 2024502016 to 20242016Winding downOpportunistic
A•••• O••••••••• F••• I•• L•
805-2327807204
fund$7M GAV 2024992014 to 20242014Winding downOpportunistic
A•••• R••• E••••• P••••••• I• L•
805-4009612270
fund$4M GAV 2024882012* to 2024unknownWinding downOpportunistic
A•••• F••••••••• L••
805-1505212527
fund$2M GAV 202492023 to 20242023Investing
A•••• F•• W•••• L•••
805-4102050156
fund$410,171 GAV 202422023 to 20242023Forming
What do they actually own?
2 trusted of 12 candidate bindings
Owner entityVehicleProperties heldLoansEvidence
A•• A•• I• T•••• I• P••••••• C•
FL, light manufacturing, warehouse, distribution
manager only2 assessed $26.4MAddress and agent
owner's tax-bill address is the manager's headquarters to the suite or floor
A•••••• E••••• I•• O•••• F• L•
FL, warehouse, distribution
manager only1 assessed $4.2MAddress 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••••••••• I••, Houston, TX (industrial) ••• Locked
  • P•••••••• C•••••••• C•••••, A••••••, GA (office) ••• Locked
  • L• M•••••••, New York, NY (h••••) ••• Locked
  • 4•• S••••• A••, 4•• S••••• A••, Jersey City, NJ ••• Locked
  • W••• A•••••••••, Nashville, TN (multifamily) ••• Locked
  • 1••• M••••• S•••••, 1••• M••••• S•••••, Philadelphia, PA ••• Locked
  • Y••••••• O•••••, Lehi, UT (office) ••• Locked
  • W•••• W•••• B••••••• C•••••, A••••••, GA (industrial) ••• Locked
  • T•• R••••••••• a• R•••••••••, Philadelphia, PA (condominium) ••• Locked
  • M••••••••• R•••••, Times Square, NYC, NY (h••••) ••• Locked
  • W•••••••• G••••, Tampa, FL (h••••) ••• Locked
  • G•••• B••, Redwood City, CA ••• 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, $105M, Dec 22, 2021 to Feb 16, 2022
  • JPMorgan Chase new2 loans, $9.3M, May 19, 2025 to May 19, 2025
Who backs them?
0 allocators, 0 rows
No institutional LP disclosure resolved to this manager.
People
Form ADV Schedule A, latest filing
  • C•••• A•••• S•••••• Chairman & Chief Executive Officer since 1995-04 also on pe
  • J••••• S•••• C••••• Chief Compliance Officer / Chief Operating Officer since 2014-04 also on pe
  • A••••• M••• N•••• Trustee since 2015-07 also on pe
  • L••••••• M•••••• N•••• Trustee since 2015-07 also on pe
  • A••••• J••••• D•••••• Chief Financial Officer since 2021-07 also on pe
What is changing?
  • Vehicle first reported Mar 28, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 27, 2020 (observed) ••• Locked
Full timeline · 12 events
  • Vehicle first reported Mar 27, 2020 (observed) ••• Locked
  • GAV reading quarantined Mar 24, 2016 (observed) ••• Locked
  • Vehicle first reported Mar 24, 2016 (observed) ••• Locked
  • Vehicle first reported Aug 6, 2014 (observed) ••• Locked
  • Vehicle first reported Aug 6, 2014 (observed) ••• Locked
  • First ADV filing on the tape Jun 15, 2012 (observed) ••• Locked
  • Vehicle first reported Jun 15, 2012 (observed) ••• Locked
Across DFX

Not yet on record: institutional LPs.