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.
Manager
B•••••• G•••• I••
What capital do they manage?
- Real estate GAV
- $908M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 4 current, 4 ever, 0 dropped0 feeders, 0 funds of funds
- First on the tape
- 2012the extract starts in 2011; an earlier history is not visible
- Latest filing
- May 15, 2024registered adviser
- Adviser RAUM
- $2.6Bthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 4
- Latest vintage
- 2017from 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
- Multi-strategy
- Operator model
- Operator with outside capitalbasis: stated
- Property types
- Industrial, Self storage, Office, Retail, Multifamily, Landbasis: stated
- Markets
- New Jersey/New York, Chicago, Southeast Florida, Southern California, Seattle, Washington, D.C., South Florida / Mid-Atlantic / Northern New Jersey, United Statesbasis: stated
- Business kind (site)
- REAL_ESTATE_MANAGER
- AUM in its own words
- ••• Lockedthe manager's statement, not a DFX figure
In the manager’s own words
- Value add: “B•••••• G••••, Inc.'s value add strategy takes advantage of the firm's investment and operational expertise to unlock asset value through strategic transaction structures, turnaround plans, and a deep understanding of market conditions.”
- Development: “Ground up development of new facilities”
- Debt: “Debt in loan-to-own scenarios”
- Industrial: “B•••••• G••••, Inc.'s industrial strategy focuses on multi-modal nexus points on the global pathway of goods.”
- Self storage: “B•••••• G••••, Inc. has been investing in the self-storage sector since the late 1990's, and currently owns self-storage facilities across the United States totaling over 1,000,000 square feet.”
- Office: “B•••••• G••••'s current real estate portfolio consists of industrial, self-storage, office, retail, multi-family, and alternative use properties throughout the U.S.”
- Retail: “B•••••• G••••'s current real estate portfolio consists of industrial, self-storage, office, retail, multi-family, and alternative use properties throughout the U.S.”
- Multifamily: “B•••••• G••••'s current real estate portfolio consists of industrial, self-storage, office, retail, multi-family, and alternative use properties throughout the U.S.”
- Land: “Apartments, retail, office, land, and alternative use assets”
- Other: “B•••••• G••••'s current real estate portfolio consists of industrial, self-storage, office, retail, multi-family, and alternative use properties throughout the U.S.”
- New Jersey/New York: “New Jersey/New York: Exit 10 to I-80 along the I-95 corridor, from the Hudson River to I-287”
- Chicago: “Chicago: I-55 Corridor, DuPage County, OHare, Elgin, and Lake County”
- Southeast Florida: “Southeast Florida: Dade and Broward County”
- Southern California: “Southern California: South Bay, Orange County, Mid-Counties, San Gabriel Valley, and the Inland Empire West”
- Seattle: “Seattle: Kent Valley, Seattle, and Tacoma/Fife”
- Washington, D.C.: “the redevelopment of the N••• neighborhood in Washington, D.C.”
- South Florida / Mid-Atlantic / Northern New Jersey: “Andrew Williams is a Senior Vice President at B•••••• G•••• focusing on the firm's investment and asset management activities in the South Florida, Mid-Atlantic, and Northern New Jersey markets.”
- United States: “B•••••• G••••, Inc. is a real estate investment and development firm operating on a nationwide basis in select U.S. markets.”
Vehicles
4 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| B•••••• I••••••••• I•• L••• 805-9723041717 | fund | $407M GAV 2024 | 3 | 2012* to 2024 | unknown | Investing | |||
| B•••••• V•••• I•• L••• 805-1638409146 | fund | $243M GAV 2024 | 10 | 2012* to 2024 | unknown | Harvesting | |||
| B•••••• V•••• I••• L••• 805-6427786239 | fund | $154M GAV 2024 | 6 | 2017 to 2024 | 2017 | Mature | |||
| B•••••• M•••• S•• L••• 805-5793266040 | fund | $104M GAV 2024 | 2 | 2013 to 2024 | 2013 | Mature |
What do they actually own?
2 trusted of 5 candidate bindings
| Owner entity | Vehicle | Properties held | Loans | Evidence |
|---|---|---|---|---|
| B•••••• D•••• I• L•• FL, warehouse, distribution | manager only | 1 assessed $8.8M | Corporate filing sunbiz_officer_person_is_manager | |
| B•••• L•••••••• L•• NY, office | manager only | 2 | 1 ($12.3M) | Corporate filing the entity's own New York State filing gives the manager's headquarters suite for service of process |
Properties the manager names on its site
- A••• P••••, Honolulu, Hawaii (office) “••• Locked”
- N••• S••••••, Washington, DC (office) “••• Locked”
- L••• C••••• S••••••, Los Angeles, CA (other) “••• Locked”
- C•••••• G••••••• (retail) “••• Locked”
- A•• M•••• S••••••• C••••• (retail) “••• Locked”
- B••• o• A•••••• C•••••••• h•••••••••, San Francisco, CA (office) “••• Locked”
- B•••• P••• O•••••, B••••, NY (other) “••• Locked”
What are they buying, selling and financing?
0 acquisitions, 0 sales, 0 financings in 12 months
- Mortgage satisfiedJul 12, 2024$12.3MC••••• B•••558 Grand Concourse, NY (office) through B•••• L•••••••• L•• with C••••• B•••Public records apps.dos.ny.gov
- AcquisitionAug 15, 2014$19.0Mthrough B•••• L•••••••• L•• from U••••• S••••• P••••• S••••••Public records apps.dos.ny.gov
Who finances them?
1 loans, 1 lender groups
- C••••• B••• single1 loans, $12.3M, Jul 12, 2024 to Jul 12, 2024
Who backs them?
0 allocators, 0 rows
No institutional LP disclosure resolved to this manager.
People
Form ADV Schedule A, latest filing
- J•••••• S• K••• Principal, Managing Partner & Vice President since 1988-01
- S•••• A•• F•••• Executive Director & Secretary since 2005-01
- T••• J• M•••• Chief Compliance Officer since 2005-08
What is changing?
- Vehicle first reported Mar 31, 2017 (observed) ••• Locked
- Vehicle first reported Apr 1, 2013 (observed) ••• Locked
- Vehicle first reported Mar 30, 2012 (observed) ••• Locked
- Vehicle first reported Mar 30, 2012 (observed) ••• Locked
- First ADV filing on the tape Mar 30, 2012 (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.