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Manager

A••••• R••• R••• E••••• P•••••••• L••

CRD 290302SEC 801-113074Dedham, MAa•••••••••.comunder $1BOpportunistic
Form ADV on IAPD
What capital do they manage?
Real estate GAV
$64M GAV 2024sum of GAV over non-feeder, non-quarantined R••• E••••• Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
1 current, 3 ever, 2 dropped0 feeders, 0 funds of funds
First on the tape
2017the extract starts in 2011; an earlier history is not visible
Latest filing
Jun 4, 2024registered adviser
Adviser RAUM
$1.0Bthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 1
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
Opportunistic
Operator model
Fund managerbasis: stated
Property types
Industrial, Office, Self storage, Otherbasis: stated
Markets
Northeast, Southeast, Southwest, Mountain States, Sunbeltbasis: stated
Business kind (site)
REAL_ESTATE_MANAGER
In the manager’s own words
  • Opportunistic: “We are opportunistic investors in middle-market, commercial real estate across the Northeast, Southeast, Southwest, and Mountain States.”
  • Industrial: “though we are currently (and have historically been) focused on the industrial (warehouse, distribution, flex, and R&D) and office (medical, suburban, and flex) sectors”
  • Office: “though we are currently (and have historically been) focused on the industrial (warehouse, distribution, flex, and R&D) and office (medical, suburban, and flex) sectors”
  • Self storage: “We were early to recognize opportunities in the self-storage, medical office, and industrial space”
  • Other: “We have added Industrial Outdoor storage and Athletic Facilities to our product mix.”
  • Northeast: “We invest in the Northeast, Southeast, Southwest and Mountain States, and we have offices in Boston, Nashville, Dallas, and Denver.”
  • Southeast: “We invest in the Northeast, Southeast, Southwest and Mountain States, and we have offices in Boston, Nashville, Dallas, and Denver.”
  • Southwest: “We invest in the Northeast, Southeast, Southwest and Mountain States, and we have offices in Boston, Nashville, Dallas, and Denver.”
  • Mountain States: “We invest in the Northeast, Southeast, Southwest and Mountain States, and we have offices in Boston, Nashville, Dallas, and Denver.”
  • Sunbelt: “we expanded our platform to the Sunbelt years ago to take advantage of the outsized population and employment growth in these "right to work" states”
Vehicles
3 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
A••••• R••• I• • U••••••••• O••••• P••• L••
805-4500575626
fund$64M GAV 2024772021 to 20242021Deploying
2 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
A••••• R••• I•• • S••••• L••
805-5095136180, dropped 2023
fund$14M GAV 20221232022 to 20222022Dropped from ADV
A••••• R••• R••• E••••• F••• I•• L••
805-7421083440, dropped 2021
fund$10M GAV 201742017* to 2017unknownDropped from ADV
What do they actually own?
0 trusted of 5 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
  • 6•• C•••• R•••, 6•• C•••• R•••, Tewksbury, MA (industrial outdoor storage) “••• Locked”
  • 6•• C••••••••• A•••••, 6•• C••••••••• A•••••, Chattanooga, TN (industrial) “••• Locked”
  • 1••• W••••••••• A•••••, 1••• W••••••••• A•••••, A•••••, NY (m•••••• office) “••• Locked”
  • 2•• H••••• R•••, 2•• H••••• R•••, Stow, MA (industrial) “••• Locked”
  • 2••• B•••• S•••••, 2••• B•••• S•••••, Houston, TX (industrial) “••• Locked”
  • M••••••••• T•••••, Dallas, TX (suburban office) “••• Locked”
  • C••••• M•••••• C•••••, Syracuse, NY (m•••••• office) “••• Locked”
  • S••••••••• P••••, S•••••••••, MA (retail) “••• Locked”
  • H••••••••• P••• • P••••, Louisville, KY (urban office) “••• Locked”
  • P•••• C•••••, Westminster, CO (industrial) “••• Locked”
What are they buying, selling and financing?
1 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, 1 rows
  • N•• Y••• S•••• C••••• R••••••••• F••• in A••••• C•••••• R••••••••• L••• A•••••• N• manager_brand$2.7M committed, as of Jul 28, 2023 osc.ny.gov
People
Form ADV Schedule A, latest filing
  • C•••• N••••• C•••••••• Member since 2002-10
  • M••• J•••••• M•••••••• Member since 2012-06
  • S••••• F• •• O•••• S••••••••• Member since 2012-06
  • C••••••••• J••• K•••••• Member since 2012-07
  • J••• M•••••• E••• Managing Director since 2017-04
  • B•••••• L•• H••• Managing Director since 2018-04
  • J•••••• M•••••• B•••• Chief Financial Officer since 2019-01
  • J•••••• R••••• F••••••• Managing Director since 2019-09
  • J••••• P••••••• C•••• Managing Partner since 2021-03
  • M•••••• C•••••• S•••••••• Controller And Compliance Director since 2021-03
  • P•••• A•••• Managing Director since 2021-05
  • W••••• W• J•••••• Managing Director since 2022-02
  • D••••• M•••• A••••••• Chief Compliance Officer since 2023-12 also on vc
What is changing?
  • Vehicle dropped from ADV Mar 29, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2022 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 31, 2021 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2021 (observed) ••• Locked
  • Vehicle first reported Nov 1, 2017 (observed) ••• Locked
  • First ADV filing on the tape Nov 1, 2017 (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.