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B•••••••• C•••••• M••••••••• L••

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

Value add real estate manager, based in Chicago, Illinois, reporting $122M of real estate gross assets across 3 vehicles.

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

Real estate GAV
$122M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
3
Form ADV, Schedule D 7.B.(1)
Properties held
Not established
Institutional LPs
Not established
Vehicles (3)
As of · the latest Form ADV filing; property activity carries its own dates
What we can say about this record

No acquisition, sale, financing, near maturity or recent vintage is on record for this manager in the last year. It is still the right record for resolving this manager, its vehicles and its holdings.

Identifiers, size band and strategyCRD 310202 · SEC 802-119337Show
CRD 310202SEC 802-119337under $1BValue addForm ADV on IAPD
What capital do they manage?
Real estate GAV
$122M 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
First on the tape
2020the extract starts in 2011; an earlier history is not visible
Latest filing
Mar 29, 2024exempt reporting adviser
Fund types on the latest filing
Real Estate Fund 3
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
Fund managerbasis: stated
Property types
Industrial, Multifamily, Office, Student housing, Life science, Self storagebasis: stated
Markets
United States, San Francisco Bay Area, Seattle, Chicago, Boston, Philadelphia, Baltimore, Washington D.C.basis: stated
Business kind (site)
REAL_ESTATE_MANAGER
AUM in its own words
$1.3B+ Acquisitions to Datethe manager's statement, not a DFX figure
In the manager’s own words
  • Value add: “We are a multi-disciplinary, value-oriented investor that targets undervalued, overlooked, complex, or mispriced assets.”
  • Value add: “Our primary focus is the acquisition of sub-performing real assets with a clear path to upside through repositioning, restructuring, redeveloping, and/or improving management.”
  • Development: “Other opportunities considered include select ground-up development, sale-leasebacks, and build-to-suit transactions.”
  • Industrial: “We consider investments in all asset classes with a focus on industrial, multifamily, and office properties.”
  • Multifamily: “We consider investments in all asset classes with a focus on industrial, multifamily, and office properties.”
  • Office: “We consider investments in all asset classes with a focus on industrial, multifamily, and office properties.”
  • Student housing: “Additionally, we have exposure to and an interest in other asset classes including, but not limited to, student housing, life science, self-storage, retail, hospitality, and other mixed-use assets.”
  • Life science: “Additionally, we have exposure to and an interest in other asset classes including, but not limited to, student housing, life science, self-storage, retail, hospitality, and other mixed-use assets.”
  • Self storage: “Additionally, we have exposure to and an interest in other asset classes including, but not limited to, student housing, life science, self-storage, retail, hospitality, and other mixed-use assets.”
  • Retail: “Additionally, we have exposure to and an interest in other asset classes including, but not limited to, student housing, life science, self-storage, retail, hospitality, and other mixed-use assets.”
  • Hotel: “Additionally, we have exposure to and an interest in other asset classes including, but not limited to, student housing, life science, self-storage, retail, hospitality, and other mixed-use assets.”
  • Mixed use: “Additionally, we have exposure to and an interest in other asset classes including, but not limited to, student housing, life science, self-storage, retail, hospitality, and other mixed-use assets.”
  • United States: “We invest across the U.S. with a focus on primary and secondary markets which have demonstrable growth characteristics, high barriers to entry, and liquidity.”
  • San Francisco Bay Area: “Our former/current portfolio of assets are located in the San Francisco Bay Area, Seattle, Chicago, Boston, Philadelphia, Baltimore, and Washington D.C.”
  • Seattle: “Our former/current portfolio of assets are located in the San Francisco Bay Area, Seattle, Chicago, Boston, Philadelphia, Baltimore, and Washington D.C.”
  • Chicago: “Our former/current portfolio of assets are located in the San Francisco Bay Area, Seattle, Chicago, Boston, Philadelphia, Baltimore, and Washington D.C.”
  • Boston: “Our former/current portfolio of assets are located in the San Francisco Bay Area, Seattle, Chicago, Boston, Philadelphia, Baltimore, and Washington D.C.”
  • Philadelphia: “Our former/current portfolio of assets are located in the San Francisco Bay Area, Seattle, Chicago, Boston, Philadelphia, Baltimore, and Washington D.C.”
  • Baltimore: “Our former/current portfolio of assets are located in the San Francisco Bay Area, Seattle, Chicago, Boston, Philadelphia, Baltimore, and Washington D.C.”
  • Washington D.C.: “Our former/current portfolio of assets are located in the San Francisco Bay Area, Seattle, Chicago, Boston, Philadelphia, Baltimore, and Washington D.C.”
Vehicles
3 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
B•••••••• R••• E••••• P••••••• I•• L•••
805-4969874003
fund$73M GAV 2024852020* to 2024unknownHarvestingOpportunistic
B•••••••• R••• E••••• P••••••• I••• L•••
805-3291212370
fund$32M GAV 2024212024 to 20242024UnknownOpportunistic
B•••••••• S•••••• E••••• P•••••••• L•••
805-4812899273
fund$17M GAV 2024402020* to 2024unknownHarvesting
What do they actually own?
0 trusted of 0 candidate bindings
No validated holdings yet. Candidate bindings stay off this page until their rule passes the blind-label gate.
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
  • T••• W•••••• V••••• Sole Owner since 2015-11
  • G•••••• M•••••• A•••• Vice President, Arc since 2020-07
What is changing?
  • Vehicle first reported Mar 29, 2024 (observed) ••• Locked
  • Vehicle first reported Jul 24, 2020 (observed) ••• Locked
  • Vehicle first reported Jul 24, 2020 (observed) ••• Locked
  • First ADV filing on the tape Jul 24, 2020 (observed) ••• Locked
Across DFX
  • bridged to no other DFX graph by identifier