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R••••••• I••••••••• A•••••••• L••

Real estate managerNot current: last filed 2020SEC-registered adviser· Boston, Massachusetts

Real estate manager, based in Boston, Massachusetts, last reporting $27.3M of real estate gross assets across 3 vehicles.

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

Last reported GAV
$27.3M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
None
Form ADV, Schedule D 7.B.(1)
Properties held
4
Deeds, filings and the manager's own site, bound to its vehicles
Vehicles (3)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 290914 · SEC 801-112343Show
CRD 290914SEC 801-112343unsizedUnclassifiedForm ADV
What capital do they manage?
Real estate GAV
$27M GAV 2020sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
0 current, 3 ever, 0 dropped1 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2017the extract starts in 2011; an earlier history is not visible
Latest filing
May 12, 2020registered adviser
Adviser RAUM
$27.3Mthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 3
Latest vintage
2019from a fund name year or the first ADV report after the adviser's first filing
What do they say they do?
from vehicle names
Strategy
Unclassified
Operator model
Fund managerbasis: stated
Property types
Multifamily, Net lease, Retail, Officebasis: stated
Markets
United Statesbasis: stated
Business kind (site)
Real estate manager
In the manager's own words5 quotesShow
  • Multifamily: “Our Evergreen program invests in multifamily housing properties.”
  • Net lease: “Our Lemonade program invests in excess corporate real estate and single-tenant retail properties.”
  • Retail: “Our Lemonade program invests in excess corporate real estate and single-tenant retail properties.”
  • Office: “Our Lemonade program invests in excess corporate real estate and single-tenant retail properties.”
  • United States: “We invest across the United States through two programs, Evergreen and Lemonade.”
Vehicles
3 on Form ADV
No vehicles match.
3 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
R••••••• E•••••••• F•••• L••
805-5460930635
fund$17M GAV 202022017* to 2020unknownWinding down
R••••••• A••••••••• H•••••• P••••••••• F••• I••• L••
805-6651028269
feeder$10M GAV 202032019 to 20202019Investing
R••••••• A••••••••• H•••••• P••••••••• F••• I• L••
805-1452996682
fund$65,410 GAV 202052017* to 2020unknownWinding down
What do they actually own?
4 trusted of 7 candidate bindings
Owner entityVehicleProperties heldLoansEvidence
M• W••• J••••••••• L••
FL, multifamily 10+ units
manager only1 assessed $28.8MCorporate filing
sunbiz officer is manager
L••••••• M• T• M•••••••• L••
FL, financial institution
manager only1 assessed $2.2MAddress and agent
owner's tax-bill address is the manager's headquarters to the suite or floor
L••••••• M• M•••••• M•• L••
FL, financial institution
manager only1 assessed $2.0MCorporate filing
sunbiz principal address hq suite
L••••••• M• C••••••• L••
FL, drive-in restaurant
manager only1 assessed $989,427Name only
mailing hq suite cotenant office
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
  • S•••••• G••••• C••••••• Investment Committee Officer since 2007-02
  • V•••••• J•••• C••••••••• Ceo since 2007-02
  • N•••• T••••• K••••• Investment Committee Officer since 2010-01
  • N•••••••• B•••• W•••• Cco/ Director Of Finance since 2015-09
What is changing?
  • Vehicle first reported Mar 26, 2019 (observed) ••• Locked
  • Vehicle first reported Dec 21, 2017 (observed) ••• Locked
  • Vehicle first reported Dec 21, 2017 (observed) ••• Locked
  • First ADV filing on the tape Dec 21, 2017 (observed) ••• Locked
Across DFX

Not yet on record: institutional LPs.