DFX Intelligence
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Manager
D•••• t•• D•••• C•••••••• O• D••••
What capital do they manage?
- Real estate GAV
- $2.3B GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 19 current, 25 ever, 6 dropped12 feeders, 0 funds of funds
- First on the tape
- 2012the extract starts in 2011; an earlier history is not visible
- Latest filing
- Mar 28, 2024registered adviser
- Adviser RAUM
- $2.3Bthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 19
- 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
- Hybridbasis: stated
- Property types
- Multifamily, Industrial, Self storage, Office, Life science, Hotelbasis: stated
- Markets
- United States, Greater B•••••, Savannah, GA, Phoenix, AZ, B•••••••••, MA, East C••••••••, MAbasis: 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: “$2.9B Equity Raised Across Five Value-Add Funds”
- Development: “Real estate developers as well as investors, we transform opportunities that others can’t see into value that others can’t deliver.”
- Debt: “D•••• Investment Ventures Value Opportunity Fund I is a $229.5 million real estate fund that is invested in real estate equity, joint-venture equity, debt, and CMBS securities.”
- Distressed: “24 distressed or discounted CMBS bond positions | $374 million of face value”
- Multifamily: “Multifamily investment was D••••’ primary focus at the company’s inception in 1976.”
- Industrial: “D•••• entered the real estate industrial and self-storage space, setting out to capitalize on opportunities to acquire, reposition and bring market value to distressed assets.”
- Self storage: “D•••• entered the real estate industrial and self-storage space, setting out to capitalize on opportunities to acquire, reposition and bring market value to distressed assets.”
- Office: “we’ve been committed to leadership and innovation and have acquired and/or developed more than 10.6 million square feet of office space all across the United States.”
- Life science: “Since making our first life science property investment in 1994, D•••• has developed deep relationships within Greater B•••••’s life science and medical industries”
- Hotel: “4 H•••• Investments”
- Retail: “19 Retail Investments”
- Other: “9 RV P••• Investments”
- United States: “we have acquired and/or developed more than 14.4 million square feet of industrial and self-storage properties across the United States.”
- Greater B•••••: “D•••• has developed deep relationships within Greater B•••••’s life science and medical industries”
- Savannah, GA: “We identified an investment opportunity in the Savannah market in September 2018”
- Phoenix, AZ: “Phoenix, AZ, was a beneficiary of these migration trends. We identified the opportunity to invest in a shovel-ready luxury multifamily development at a time when Phoenix was experiencing some of the most rapid population and multifamily rent growth in the nation.”
- B•••••••••, MA: “We saw an opportunity in one such suburban community, B•••••••••, MA.”
- East C••••••••, MA: “East C•••••••• is the B••••• area’s most desirable life-science submarket (1% vacancy)”
Vehicles
25 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| D•••• I••••••••• V••••••• F••• I•••• L•• 805-1371911138 | feeder | $634M GAV 2024 | 414 | 2020 to 2024 | 2020 | Investing | |||
| D•••• I••••••••• V••••••• F••• V••• L•• 805-4839342382 | feeder | $580M GAV 2024 | 457 | 2023 to 2024 | 2023 | Deploying | |||
| D•••• I••••••••• V••••••• F••• I•••• L•• 805-4218456238 | feeder | $251M GAV 2024 | 51 | 2020 to 2024 | 2020 | Investing | |||
| D•••• I••••••••• V••••••• F••• I••••• L••• 805-9970552528 | feeder | $206M GAV 2024 | 295 | 2016 to 2024 | 2016 | Harvesting | |||
| D•••• I••••••••• V••••••• F••• V••• L•• 805-2244412295 | feeder | $173M GAV 2024 | 51 | 2023 to 2024 | 2023 | Deploying | |||
| D•••• I••••••••• V••••••• F••• I••••• L••• 805-5108990039 | feeder | $106M GAV 2024 | 50 | 2016 to 2024 | 2016 | Harvesting | |||
| D•••• I••••••••• V••••••• F••• I•••• L••• 805-4588320908 | feeder | $64M GAV 2024 | 360 | 2012* to 2024 | unknown | Winding down | |||
| D•••• I••••••••• V••••••• F••• V••• L••• 805-5251897637 | feeder | $55M GAV 2024 | 2 | 2024 to 2024 | 2024 | Unknown | |||
| D•• G•••• I•••••••• L••• 805-1261794016 | fund | $35M GAV 2024 | 33 | 2022 to 2024 | 2022 | Deploying | |||
| D•• 1••• I•••••••• L•• 805-1815578669 | fund | $30M GAV 2024 | 87 | 2023 to 2024 | 2023 | Investing | |||
| T•• 1•••• L•• 805-4352491966 | fund | $24M GAV 2024 | 52 | 2022 to 2024 | 2022 | Investing | |||
| D•••• I••••••••• V••••••• F••• I•• L•• 805-3579851971 | fund | $23M GAV 2024 | 61 | 2020 to 2024 | 2020 | Harvesting | |||
| D•••• I••••••••• V••••••• F••• I••• L••• 805-8128171298 | fund | $20M GAV 2024 | 83 | 2016 to 2024 | 2016 | Harvesting | |||
| D•••• I••••••••• V••••••• F••• V• L•• 805-3470961696 | fund | $19M GAV 2024 | 45 | 2023 to 2024 | 2023 | Raising | |||
| D•••• I••••••••• V••••••• F••• I•••• L••• 805-4005981481 | feeder | $15M GAV 2024 | 34 | 2012* to 2024 | unknown | Winding down | |||
| N•• B••••• H••••••••• I•••••••• O••••• L•• 805-7926973309 | fund | $13M GAV 2024 | 40 | 2024 to 2024 | 2024 | Unknown | |||
| D•• N•• B••••• H••••••••• O••••• L•• 805-8530727888 | fund | $10M GAV 2024 | 21 | 2024 to 2024 | 2024 | Unknown | |||
| D•••• I••••••••• V••••••• F••• I•• L••• 805-8183334517 | fund | $5M GAV 2024 | 39 | 2012* to 2024 | unknown | Winding down | |||
| D•• C•••••• P••• I•••••••• L••• 805-1520008407 | fund | $82,913 GAV 2024 | 54 | 2021 to 2024 | 2021 | Winding down |
6 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| D•••• I••••••••• V••••••• V•••• O••••••••• F••• I••• L••• 805-1896246767, dropped 2021 | feeder | $4M GAV 2020 | 258 | 2012* to 2020 | unknown | Dropped from ADV | Opportunistic | ||
| D•• F••• I• L••••••••• T•••• 805-2577669162, dropped 2022 | fund | $1M GAV 2021 | 340 | 2021 to 2021 | 2021 | Dropped from ADV | |||
| D•• L••• P•••••••• I• L•• 805-2869954994, dropped 2019 | fund | $504,000 GAV 2018 | 63 | 2013 to 2018 | 2013 | Dropped from ADV | Debt | ||
| D•••• I••••••••• V••••••• V•••• O••••••••• F••• I••• L••• 805-1606133573, dropped 2021 | feeder | $366,017 GAV 2020 | 3 | 2012* to 2020 | unknown | Dropped from ADV | Opportunistic | ||
| D•••• I••••••••• V••••••• V•••• O••••••••• F••• I• L••• 805-5347898544, dropped 2021 | fund | $303,812 GAV 2020 | 80 | 2012* to 2020 | unknown | Dropped from ADV | Opportunistic | ||
| D•••• I••••••••• V••••••• V•••• O••••••••• F••• I•• A••• L••• 805-5964854780, dropped 2021 | feeder | $110,729 GAV 2020 | 3 | 2012* to 2020 | unknown | Dropped from ADV | Opportunistic |
What do they actually own?
2 trusted of 4 candidate bindings
| Owner entity | Vehicle | Properties held | Loans | Evidence |
|---|---|---|---|---|
| G•••• S••••• O••••• L•• MA | manager only | 1 assessed $136M | Manager disclosure the manager's own website names the property, and the recorder shows this entity at that address today | |
| B••••• B••••• C••••••••• L•• MA, mini-storage whse | manager only | 1 assessed $6.0M | Address and agent owner's tax-bill address is the manager's headquarters to the suite or floor |
Properties the manager names on its site
- C•••••, 4100 N Central Ave, Phoenix, AZ (multifamily) “••• Locked”
- G•••••• I••••••••• T•••• C•••••, 1003 T•••• C••••• P•••way, Rincon, GA (industrial) “••• Locked”
- C•••••• P•••, One Rogers St, C••••••••, MA (life_science) “••• Locked”
- T•• R•••••• a• B•••••••••, 20 Corporate Dr, B•••••••••, MA (multifamily) “••• Locked”
- 3• C•••••••• P••• D••••, 3• C•••••••• P••• D••••, C••••••••, MA (life_science) “••• Locked”
- 6• G•••• S••, 6• G•••• S••, Watertown, MA (life_science) “••• Locked”
- C•••••• R•••• P••••, B•••••, MA (life_science) “••• Locked”
- 8• B•••• F••••• P•••, 8• B•••• F••••• P•••, B•••••, MA (life_science) “••• Locked”
- T•• Q•••, C••••••••, MA (life_science) “••• Locked”
- B••••• M••••• T•••••••, Everett, MA (industrial) “••• Locked”
- W• 2••• S••••••••• N•• Y•••, New Y•••, NY (self_storage) “••• Locked”
- U•••• C•••••••, Wilmington, MA (industrial) “••• 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
- M••••• T•••••• D•••• Director And Secretary since 1991-10
- J••••••• G••••• D•••• Member And Ceo since 2008-04
- C•••••••• F••••• D•••• Chief P•••••••• Management Officer since 2009-04
- S•••••• M•••••• C•••• Managing Director Of I••••••• Relations And M•••••ing since 2017-03
- Q•••••• A•••••••• R••••••• Cio since 2020-02
- M•••••• A•••••• C•••••••• Chief Development Officer since 2020-06
- M••• W••••• S•••• Managing Director Of Property Management & Operations since 2020-08
- S•••••• T••••• D•••• President since 2021-01
- L••••• G••••••• C•••• Chief Operating Officer since 2022-09
- J••••• D••••• I••••• Cfo since 2022-10
- R••••• A•••••• K••••• Managing Director, General Counsel, Chief Compliance Officer since 2022-10
What is changing?
- Vehicle first reported Mar 28, 2024 (observed) ••• Locked
- Vehicle first reported Mar 28, 2024 (observed) ••• Locked
- Vehicle first reported Mar 28, 2024 (observed) ••• Locked
- Vehicle first reported Mar 28, 2023 (observed) ••• Locked
- Vehicle first reported Mar 28, 2023 (observed) ••• Locked
- Vehicle first reported Mar 28, 2023 (observed) ••• Locked
- Vehicle first reported Mar 28, 2023 (observed) ••• Locked
- Vehicle first reported Mar 30, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2022 (observed) ••• Locked
- Vehicle first reported Mar 30, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2021 (observed) ••• Locked
- GAV reading quarantined Mar 30, 2021 (observed) ••• Locked
- Vehicle first reported Mar 30, 2021 (observed) ••• Locked
- Vehicle first reported Mar 30, 2021 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2021 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2021 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2021 (observed) ••• Locked
- Vehicle first reported Mar 30, 2020 (observed) ••• Locked
- Vehicle first reported Mar 30, 2020 (observed) ••• Locked
- Vehicle first reported Mar 30, 2020 (observed) ••• Locked
- Vehicle dropped from ADV Mar 26, 2019 (observed) ••• Locked
- Vehicle first reported Mar 23, 2016 (observed) ••• Locked
- Vehicle first reported Mar 23, 2016 (observed) ••• Locked
- Vehicle first reported Mar 23, 2016 (observed) ••• Locked
- Vehicle first reported Apr 1, 2013 (observed) ••• Locked
- First ADV filing on the tape Feb 21, 2012 (observed) ••• Locked
- Vehicle first reported Feb 21, 2012 (observed) ••• Locked
- Vehicle first reported Feb 21, 2012 (observed) ••• Locked
- Vehicle first reported Feb 21, 2012 (observed) ••• Locked
- Vehicle first reported Feb 21, 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.