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A••••••• C••••••

Multi-strategy real estate managerSEC-registered adviser$5B to $25B· San Antonio, Texas

Multi-strategy real estate manager, based in San Antonio, Texas, reporting $14B of real estate gross assets across 23 vehicles.

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

Real estate GAV
$14B
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
23
Form ADV, Schedule D 7.B.(1)
Properties held
3
Deeds, filings and the manager's own site, bound to its vehicles
Institutional LPs
Not established
Vehicles (23)Holdings
As of · the latest Form ADV filing; property activity carries its own dates
Why this matters
Identifiers, size band and strategyCRD 316030 · SEC 801-122540Show
CRD 316030SEC 801-122540$5B to $25BMulti-strategyForm ADV
What capital do they manage?
Real estate GAV
$14B GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
23 current, 23 ever, 0 dropped6 feeders, 0 funds of funds
First on the tape
2021the extract starts in 2011; an earlier history is not visible
Latest filing
Nov 1, 2024registered adviser
Adviser RAUM
$19Bthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 23
Latest vintage
2023from 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
Fund managerbasis: default for fund filer
Property types
Industrial, Life science, Retail, Mixed usebasis: stated
Markets
North America, Europe, United Kingdom, Ireland, M•••••basis: stated
Business kind (site)
REAL_ESTATE_MANAGER
In the manager’s own words
  • Opportunistic: “Opportunistic investments”
  • Debt: “Our cycle-tested lending platform serves as a one-stop capital source for owners and developers of high-quality, commercial real estate assets.”
  • Development: “With over $30B of completed development projects in the past decade, our team has extensive experience in build-to-suit development, capital markets, lease negotiation and deal structuring.”
  • Value add: “Our acquisitions strategy identifies quality assets across all property classes that offer value-generation potential through leasing, renovation, redevelopment, densification, or the introduction of other uses.”
  • Industrial: “industrial/logistics”
  • Life science: “life science, office”
  • Retail: “mixed use, multifamily, office, retail”
  • Mixed use: “mixed use, multifamily, office, retail”
  • North America: “managing a diverse portfolio of real assets across North America and Europe”
  • Europe: “managing a diverse portfolio of real assets across North America and Europe”
  • United Kingdom: “W••••••••, United Kingdom”
  • Ireland: “Dublin, Ireland”
  • M•••••: “Monterrey, M•••••”
Vehicles
23 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
U• E•••• R••• E••••• R•••• L••
805-4213385830
master$3.4B GAV 2024492021* to 2024unknownInvestingREIT sponsor
U• G••••••••• B••••••• O••••••• R•••• L••
805-1182823939
master$2.8B GAV 2024632021* to 2024unknownInvestingCore
M• L•••••••• D••••••••• R•••
805-2602320468
fund$1.5B GAV 202432023 to 20242023InvestingDevelopment
U• I••••••••• R••• I•
805-7470327777
REIT$1.3B GAV 202432023 to 20242023HarvestingREIT sponsor
H•••••• P••••••• R••• 1• L••
805-9725403762
master$1.0B GAV 202452022 to 20242022RaisingREIT sponsor
L• L•••••••• R••• L•
805-7452573049
REIT$822M GAV 202442023 to 20242023InvestingREIT sponsor
U• M• H• L••
805-6989194969
fund$647M GAV 202422023 to 20242023Investing
C•••• L•••••••• I• L••
805-9439277749
fund$534M GAV 202432023 to 20242023Investing
M• L•••••••• D••••••••• I•• L•
805-7108068082
fund$519M GAV 202442023 to 20242023HarvestingDevelopment
U• R••••••• L•••••••• P•••••• I••• L•••
805-1770735939
fund$454M GAV 202462023 to 20242023Investing
T•••• P•••••• S••• L•
805-6910059945
fund$423M GAV 202432023 to 20242023Investing
C•••• L•••••••• I•• L•
805-8148698926
fund$208M GAV 202432023 to 20242023Harvesting
C•••• L•••••••• I••• L•••
805-5328695060
fund$201M GAV 202432023 to 20242023Investing
U• R••••••• L•••••••• P•••••• I•• L•••
805-4202925984
fund$169M GAV 202452023 to 20242023Harvesting
U• R• C••••••••• L••
805-7404270904
co-investment$122M GAV 202492021* to 2024unknownHarvesting
U• R• C•••••••• E••••••••• L•
805-1739649721
feeder$31M GAV 2024612021* to 2024unknownInvesting
U• R• E•••••••• N•• E••••••• L•
805-9885440912
feeder$24M GAV 2024552021* to 2024unknownHarvesting
U• R••••••• L•••••••• P••••••• L••
805-4109838299
fund$14M GAV 202452023 to 20242023Investing
U• R• E•••••••• 2•••• L•
805-1941695276
feeder$6M GAV 2024292023 to 20242022Investing
U• R• E•••••••• 2•••• L•
805-6331281717
feeder$5M GAV 2024212021* to 20242021Investing
S••••• M••• P••••••••• C••••••••• E•••••••• L•
805-1497286424
feeder$4M GAV 2024282023 to 20242023Deploying
A••••••• C•••••• E•••••••• 2••• L•
805-6670435272
feeder$2M GAV 2024122024 to 20242023Unknown
U• C••••• I••••••••• F•••• L•
805-3190100460
fund$1M GAV 202432023 to 20242023Investing
What do they actually own?
3 trusted of 3 candidate bindings
Owner entityVehicleProperties heldLoansEvidence
A•• G••••••••• L••
FL, warehouse, distribution
manager only1 assessed $3.1MAddress and agent
owner's tax-bill address is the manager's headquarters to the suite or floor
R•• I•• V•••••• P••• I••
NY, commercial (class 400)
manager only1Name only
mailing_hq_suite_address_only
U• R•• S••••• S•••• L••
CT, store/shop mdl-94 (state use 3220)
manager only1 assessed $1.0MName only
mailing_hq_suite_address_only
Properties the manager names on its site
  • S••••••••• T•••• C•••••, Philadelphia, Pennsylvania (industrial/logistics) “••• Locked”
  • E••••••, Chicago, Illinois (multifamily) “••• Locked”
  • S••••••••• P•••, Dallas, Texas (industrial/logistics) “••• Locked”
  • U•••• S•••••, Somerville, Massachusetts (life science, office) “••• Locked”
  • A••••• W••••••••, W••••••••, United Kingdom (industrial/logistics) “••• Locked”
  • B•••• 1••, Denver, Colorado (office) “••• Locked”
  • G••• C•••••, Gainesville, Virginia (data center) “••• Locked”
  • B••••••••• I•, Dublin, Ireland (industrial/logistics) “••• Locked”
  • N••••••• S•••••• F•••••••••, Alexandria, Virginia (office) “••• Locked”
  • A•• H••••••• B••, Visalia, California (industrial/logistics) “••• Locked”
  • A••••• M••••• M•••, Monterrey, M••••• (industrial/logistics) “••• Locked”
  • 1••••••••• C••••••••, Arlington, Virginia (multifamily) “••• Locked”
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
  • J•••• A••• D••••••• Trustee Of D••••••• 2004 Children'S Trust since 2004-05 also on pe, vc
  • J•••• L•••• D••••••• Trustee Of D••••••• 2004 Children'S Trust since 2004-05 also on pe
  • B••••• N•• M••••••••• Chief Strategy Officer, Executive Managing Director Of Portfolio Management since 2017-03 also on pe
  • F•••• H•••• W•••• Member since 2017-06 also on pe
  • K•••••••• E•••••••• W•••• Member since 2017-06 also on pe
  • L•••••• J•••••• O•••••••• Sole Member since 2020-04 also on pe
  • P•••• M••• M••••••••• Co-Chief Operating Officer, Executive Managing Director Of Asset Management, Property Operations And Treasury since 2020-04 also on pe
  • B•••• C•••• P••••••• Co-Chief Operating Officer, Executive Managing Director Of Investments since 2020-04 also on pe
  • M•••••• A••• B••• Chief Legal Officer, General Counsel, And Executive Managing Director since 2020-12 also on pe
  • T••• M•••• G•••••• Chief Financial Officer since 2022-10 also on pe
  • R••••• A•• D••••••• Chief Compliance Officer, Assistant General Counsel since 2023-11 also on pe
What is changing?
  • Vehicle first reported Mar 29, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 30, 2022 (observed) ••• Locked
  • First ADV filing on the tape Sep 22, 2021 (observed) ••• Locked
  • Vehicle first reported Sep 22, 2021 (observed) ••• Locked
  • Vehicle first reported Sep 22, 2021 (observed) ••• Locked
  • Vehicle first reported Sep 22, 2021 (observed) ••• Locked
  • Vehicle first reported Sep 22, 2021 (observed) ••• Locked
  • Vehicle first reported Sep 22, 2021 (observed) ••• Locked
  • Vehicle first reported Sep 22, 2021 (observed) ••• Locked
Across DFX