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.
What capital do they manage?
- Real estate GAV
- $287M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 32 current, 35 ever, 3 dropped0 feeders, 0 funds of funds
- First on the tape
- 2021the extract starts in 2011; an earlier history is not visible
- Latest filing
- Mar 25, 2024registered adviser
- Adviser RAUM
- $287Mthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 32
- 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, Retailbasis: stated
- Markets
- U.S. Sun Beltbasis: stated
- Business kind (site)
- REAL_ESTATE_MANAGER
- AUM in its own words
- $350+M Total Capital raised since inceptionthe manager's statement, not a DFX figure
In the manager’s own words
- Value add: “And we specialize in value investing across the U.S. Sun Belt.”
- Value add: “To acquire portfolios we believe have the potential to provide above-market, value-add returns, along with stable and consistent cash flow.”
- Industrial: “We focus solely on two sectors: industrial and multifamily.”
- Multifamily: “We focus solely on two sectors: industrial and multifamily.”
- Retail: “C•••••• T•••• R•••••”
- U.S. Sun Belt: “And we specialize in value investing across the U.S. Sun Belt.”
Vehicles
35 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| B•• R••• E••••• G••••• F••• 4• L• 805-9113093471 | fund | $59M GAV 2024 | 35 | 2023 to 2024 | 2023 | Deploying | |||
| B•• I••••••••• F••• 3• L•• 805-5724558197 | fund | $30M GAV 2024 | 94 | 2021* to 2024 | unknown | Investing | |||
| B•• B••••••• L•• 805-2078423562 | fund | $15M GAV 2024 | 73 | 2021* to 2024 | unknown | Investing | |||
| B•• A•••• L•• 805-4663941154 | fund | $12M GAV 2024 | 71 | 2021* to 2024 | unknown | Deploying | |||
| B•• D•••••• L•• 805-7142549469 | fund | $11M GAV 2024 | 91 | 2022 to 2024 | 2022 | Investing | |||
| B•• L•••• I••••••••• L•• 805-3170709288 | fund | $10M GAV 2024 | 89 | 2023 to 2024 | 2023 | Investing | |||
| B•• F•••••••• 805-1127703586 | fund | $9M GAV 2024 | 70 | 2021* to 2024 | unknown | Investing | |||
| B•• A•••••••• L•• 805-5976778707 | fund | $9M GAV 2024 | 94 | 2024 to 2024 | 2024 | Unknown | |||
| B•• T•••••• L•• 805-1237874988 | fund | $8M GAV 2024 | 67 | 2021* to 2024 | unknown | Investing | |||
| B•• E••••• L•• 805-6403390169 | fund | $8M GAV 2024 | 76 | 2021* to 2024 | unknown | Investing | |||
| B•• M••••• H•••••• L•• 805-1492189525 | fund | $8M GAV 2024 | 49 | 2021* to 2024 | unknown | Investing | |||
| B•• T••••• L•• 805-5997538347 | fund | $8M GAV 2024 | 74 | 2024 to 2024 | 2024 | Unknown | |||
| B•• W••••••••• L•• 805-6754382777 | fund | $8M GAV 2024 | 70 | 2021* to 2024 | unknown | Investing | |||
| B•• A••••••• L•• 805-7447184915 | fund | $8M GAV 2024 | 79 | 2021* to 2024 | unknown | Investing | |||
| B•• R•• M•••••••• L•• 805-2658091271 | fund | $8M GAV 2024 | 57 | 2021* to 2024 | unknown | Investing | |||
| B•• K••••••••• L•• 805-8143395493 | fund | $8M GAV 2024 | 60 | 2023 to 2024 | 2023 | Deploying | |||
| B•• P•••• L•• 805-1516709690 | fund | $8M GAV 2024 | 68 | 2021* to 2024 | unknown | Investing | |||
| B•• S••••••••• C•• L•• 805-4917226497 | fund | $7M GAV 2024 | 36 | 2021* to 2024 | unknown | Investing | |||
| B•• N••••• D•••••• L•• 805-4704316271 | fund | $6M GAV 2024 | 51 | 2021* to 2024 | unknown | Investing | |||
| B•• L•••••• L•• 805-7981549174 | fund | $6M GAV 2024 | 27 | 2022 to 2024 | 2022 | Investing | |||
| B•• H•••••••• L•• 805-9866686712 | fund | $6M GAV 2024 | 53 | 2021* to 2024 | unknown | Investing | |||
| B•• S•••••••• L•• 805-2450475906 | fund | $5M GAV 2024 | 44 | 2021* to 2024 | unknown | Investing | |||
| B•• V•••••••• L•• 805-3005270663 | fund | $5M GAV 2024 | 53 | 2021* to 2024 | unknown | Investing | |||
| B•• L•••••• L•• 805-1796059435 | fund | $4M GAV 2024 | 56 | 2023 to 2024 | 2023 | Investing | |||
| B•• S•••• L•• 805-8541252076 | fund | $4M GAV 2024 | 36 | 2021* to 2024 | unknown | Investing | |||
| B•• W•••••••• L•• 805-1444753906 | fund | $4M GAV 2024 | 26 | 2021* to 2024 | unknown | Investing | |||
| B•• I••••••••• F••• I• L•• 805-8102992660 | fund | $4M GAV 2024 | 52 | 2021* to 2024 | unknown | Investing | |||
| B•• I••••••••• F••• 2• L•• 805-6863322698 | fund | $4M GAV 2024 | 44 | 2021* to 2024 | unknown | Harvesting | |||
| B•• T•••••• L•• 805-4505540468 | fund | $3M GAV 2024 | 53 | 2021* to 2024 | unknown | Harvesting | |||
| B•• F•••••••• L•• 805-2916996826 | fund | $845,000 GAV 2024 | 15 | 2021* to 2024 | unknown | Investing | |||
| O•• K••••••• L•• 805-4845673426 | fund | $250,000 GAV 2024 | 5 | 2021* to 2024 | unknown | Investing | |||
| B•• W••••••••• L•• 805-2737011772 | fund | $250,000 GAV 2024 | 8 | 2021* to 2024 | unknown | Investing |
3 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| B•• A•••• F••• I• L•• 805-6392673321, dropped 2022 | fund | $9M GAV 2021 | 34 | 2021* to 2021 | unknown | Dropped from ADV | |||
| B•• 1•••• L•• 805-1170362528, dropped 2022 | fund | $4M GAV 2021 | 8 | 2021* to 2021 | unknown | Dropped from ADV | |||
| B•• W•••••••• C•• L•• 805-3551389997, dropped 2023 | fund | $2M GAV 2022 | 31 | 2021* to 2022 | unknown | Dropped from ADV |
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.
Properties the manager names on its site
- H•••••• I•••••••••, H•••••• (industrial) “••• Locked”
- D•• M•••••••••, Dallas-Fort Worth, TX (multifamily) “••• Locked”
- W••••••••• I•••••••••, W•••••••••, NC (industrial) “••• Locked”
- C•••••• T•••• R•••••, C•••••• T••••, TX (retail) “••• Locked”
- C•••••••• M•••••••••, C••••••••, NC (multifamily) “••• Locked”
- K•••••••• I•••••••••, K••••••••, TN (industrial) “••• Locked”
- P•••••• M•••••••••, P••••••, AZ (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
- E••• G••••••• B••••• Owner since 2016-01
- S•••• D•••• B••••• Managing Partner since 2016-01
- M•••••• B••••••• Partner, Chief Investment Officer And Chief Compliance Officer since 2021-07
What is changing?
- Vehicle first reported Mar 25, 2024 (observed) ••• Locked
- Vehicle first reported Mar 25, 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 dropped from ADV Mar 31, 2023 (observed) ••• Locked
- Vehicle first reported Mar 31, 2023 (observed) ••• Locked
- Vehicle dropped from ADV Mar 31, 2022 (observed) ••• Locked
- Vehicle first reported Mar 31, 2022 (observed) ••• Locked
- Vehicle first reported Mar 31, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 31, 2022 (observed) ••• Locked
- Vehicle first reported Oct 25, 2021 (observed) ••• Locked
- Vehicle first reported Oct 25, 2021 (observed) ••• Locked
- Vehicle first reported Oct 25, 2021 (observed) ••• Locked
- Vehicle first reported Oct 25, 2021 (observed) ••• Locked
- Vehicle first reported Oct 25, 2021 (observed) ••• Locked
- Vehicle first reported Oct 25, 2021 (observed) ••• Locked
- Vehicle first reported Oct 25, 2021 (observed) ••• Locked
- Vehicle first reported Oct 25, 2021 (observed) ••• Locked
- Vehicle first reported Oct 25, 2021 (observed) ••• Locked
- Vehicle first reported Oct 25, 2021 (observed) ••• Locked
- Vehicle first reported Oct 25, 2021 (observed) ••• Locked
- Vehicle first reported Oct 25, 2021 (observed) ••• Locked
- Vehicle first reported Oct 25, 2021 (observed) ••• Locked
- Vehicle first reported Oct 25, 2021 (observed) ••• Locked
- Vehicle first reported Oct 25, 2021 (observed) ••• Locked
- Vehicle first reported Oct 25, 2021 (observed) ••• Locked
- Vehicle first reported Oct 25, 2021 (observed) ••• Locked
- Vehicle first reported Oct 25, 2021 (observed) ••• Locked
- Vehicle first reported Oct 25, 2021 (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.