DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Real Estate Fund Intelligence at $199 a month for every name. Every figure, date and source on this page is public either way.
B••••••••• R••• E••••• A••••••• I••••••••• L•••••
Opportunistic real estate managerNot current: last filed 2021SEC-registered adviser· New York, New York
Opportunistic real estate manager, based in New York, New York, last reporting $111,659 of real estate gross assets across 4 vehicles.
Composed from this manager's Form ADV filings and classification.
As of · the latest Form ADV filing; property activity carries its own dates
- Last reported GAV
- $111,659
- Current vehicles
- None
- Properties held
- 7
Form ADV, Schedule D, real estate vehicles summed
Form ADV, Schedule D 7.B.(1)
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 111871 · SEC 801-58200ShowHide
What capital do they manage?
- Real estate GAV
- $111,659 GAV 2021sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 0 current, 4 ever, 1 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShowHide
- First on the tape
- 2012the extract starts in 2011; an earlier history is not visible
- Latest filing
- Jan 27, 2021registered adviser
- Adviser RAUM
- $805,007the whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 3
What do they say they do?
stated by the manager
- Strategy
- Opportunistic
- Operator model
- Fund managerbasis: stated
- Property types
- Industrial, Multifamily, Office, Life science, Retail, Data centerbasis: stated
- Markets
- North America, Europe, Asia, Hawaiibasis: stated
- Business kind (site)
- Real estate manager
- AUM in its own words
- ••• Lockedthe manager's statement, not a DFX figure
- Parent
- B••••••••• Inc.
In the manager's own words13 quotesShowHide
- Opportunistic: “Our opportunistic business seeks to acquire undermanaged, well-located assets across the world.”
- Core plus: “Our Core+ business features stabilized real estate with a long investment horizon and moderate leverage, where we can unlock additional value through focused asset management.”
- Debt: “Our real estate debt business provides creative and comprehensive financing solutions across the capital structure and risk spectrum.”
- Industrial: “Our institutional North America, Europe and Asia Core+ strategies focus on logistics, residential, office, life science office and retail assets in global gateway cities.”
- Multifamily: “Our institutional North America, Europe and Asia Core+ strategies focus on logistics, residential, office, life science office and retail assets in global gateway cities.”
- Office: “Our institutional North America, Europe and Asia Core+ strategies focus on logistics, residential, office, life science office and retail assets in global gateway cities.”
- Life science: “Our institutional North America, Europe and Asia Core+ strategies focus on logistics, residential, office, life science office and retail assets in global gateway cities.”
- Retail: “Our institutional North America, Europe and Asia Core+ strategies focus on logistics, residential, office, life science office and retail assets in global gateway cities.”
- Data center: “B••••••••• is the largest data center provider in the world.”
- North America: “Our institutional North America, Europe and Asia Core+ strategies focus on logistics, residential, office, life science office and retail assets in global gateway cities.”
- Europe: “Our institutional North America, Europe and Asia Core+ strategies focus on logistics, residential, office, life science office and retail assets in global gateway cities.”
- Asia: “Our institutional North America, Europe and Asia Core+ strategies focus on logistics, residential, office, life science office and retail assets in global gateway cities.”
- Hawaii: “A•••••••• • B•••••• is an iconic 150-year-old business and the largest owner of neighborhood grocery-anchored shopping centers in the state of Hawai’i.”
Vehicles
4 on Form ADV
No vehicles match.
4 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| B••• I••••••••• A•••••• L••• 805-3594757883, dropped 2013 | fund | $29M GAV 2012 | 24 | 2012* to 2012 | unknown | Dropped from ADV | ||
| B••••••••• R••• E••••• P••••••• I••••••••• I•• L••• 805-9366538039 | fund | $44,061 GAV 2021 | 32 | 2012* to 2021 | unknown | Winding down | ||
| B••••••••• R••• E••••• P••••••• I••••••••• I•••• L••• 805-4138204935 | master | $43,759 GAV 2021 | 32 | 2012* to 2021 | unknown | Winding down | ||
| B••••••••• R••• E••••• P••••••• I••••••••• I•• L••• 805-3171297727 | fund | $23,839 GAV 2021 | 32 | 2012* to 2021 | unknown | Winding down |
What do they actually own?
3 trusted of 13 candidate bindings
| Owner entity | Vehicle | Properties held | Loans | Evidence |
|---|---|---|---|---|
| S•••••••• R••••• O•••• L•• FL, hotel, motel | manager only | 1 assessed $481M | Name only owner's tax-bill address is the manager's headquarters building | |
| B•• B•••••• O•••• I• L•• FL, warehouse, distribution | manager only | 4 assessed $105M | Name only owner's tax-bill address is the manager's headquarters building | |
| I••• C••••••••• O•••• P••• 5• G• FL, warehouse, distribution | manager only | 2 assessed $15.4M | Name only owner's tax-bill address is the manager's headquarters building |
Properties the manager names on its site
- A•••••••• • B••••••, Hawaii (retail) “••• Locked”
- L••• L•••••••• (industrial) “••• Locked”
What are they buying, selling and financing?
1 acquisition, 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
- P••• D••••• Q•••••• Real Estate Chief Financial Officer since 2015-01
- F••••• M•••• K•••• Global Real Estate General Counsel since 2017-01 also on pe
- K••••••• T• M••••••••• Global Co-Head Of Real Estate since 2018-02
- K•••••• A••• C••••• Global Co-Head Of Real Estate since 2018-02
- M•••••••• K••• R•••• Chief Compliance Officer since 2021-01
What is changing?
- Vehicle dropped from ADV Apr 1, 2013 (observed) ••• Locked
- Vehicle first reported Mar 30, 2012 (observed) ••• Locked
- Vehicle first reported Mar 30, 2012 (observed) ••• Locked
- Vehicle first reported Mar 30, 2012 (observed) ••• Locked
- Vehicle first reported Mar 30, 2012 (observed) ••• Locked
Full timeline · 6 eventsShow fewer
- First ADV filing on the tape Mar 30, 2012 (observed) ••• Locked
Across DFXHow records are bridgedBridged 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.
Not yet on record: institutional LPs.