DFX Intelligence
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H••• I••••••••• M••••••••• L••
Multi-strategy real estate managerSEC-registered adviserunder $1B· New York, New York
Multi-strategy real estate manager, based in New York, New York, reporting $139M of real estate gross assets across 5 vehicles.
Composed from this manager's Form ADV filings and classification.
As of · the latest Form ADV filing; property activity carries its own dates
- Real estate GAV
- $139M
- Current vehicles
- 5
Form ADV, Schedule D, real estate vehicles summed
Form ADV, Schedule D 7.B.(1)
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 151744 · SEC 801-70653ShowHide
What capital do they manage?
- Real estate GAV
- $139M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 5 current, 27 ever, 22 dropped1 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
- Mar 27, 2024registered adviser
- Adviser RAUM
- $140Mthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 5
- Latest vintage
- 2020from 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
- Hybridbasis: stated
- Property types
- Multifamily, Mixed use, Industrial, Single-family rental, Land, Retailbasis: stated
- Markets
- United States, Texas, El Paso, Texas, Africa, Hawaiibasis: stated
- Business kind (site)
- Real estate manager
- AUM in its own words
- approximately $35.7 billion in assets under managementthe manager's statement, not a DFX figure
- Parent
- H••• Companies, Inc.
In the manager's own words16 quotesShowHide
- Development: “H••• Real Estate provides development, ownership, and asset management services across multifamily, mixed-use, commercial, industrial, and public-private partnership (P3) sectors.”
- Value add: “Envolve is a vertically integrated multifamily real estate company focused on the ownership, management, and redevelopment of affordable and workforce housing communities.”
- Debt: “H••• completes the acquisition of C•••••line Holding Company, later renamed H••• Mortgage Group. The acquisition approximately doubles the number of units in the affordable housing portfolio and provides a licensed lending platform.”
- Multi-strategy: “In 2024, Boyd Watterson and Amber Infrastructure Group combined to form a global, diversified asset management platform spanning Real Estate, Infrastructure, and Fixed Income.”
- Multifamily: “H••• Real Estate provides development, ownership, and asset management services across multifamily, mixed-use, commercial, industrial, and public-private partnership (P3) sectors.”
- Mixed use: “H••• Real Estate provides development, ownership, and asset management services across multifamily, mixed-use, commercial, industrial, and public-private partnership (P3) sectors.”
- Industrial: “H••• Real Estate provides development, ownership, and asset management services across multifamily, mixed-use, commercial, industrial, and public-private partnership (P3) sectors.”
- Single-family rental: “AVANTA Residential is a development and investment firm focused on Build-to-Rent (BTR) assets in the United States.”
- Land: “H••• begins the development of single-family lots in El Paso, Texas.”
- Retail: “H••• enters into retail development with the construction of the S•••••• T•••• C•••••, a 325,000 square-foot power center in El Paso, Texas”
- Other: “CGL provides planning, design, program management, and maintenance services for justice facilities.”
- United States: “H••• Military Communities (HMC) is the largest privatized military housing owner in the United States.”
- Texas: “H••• Communities develops large-scale, master-planned residential communities in Texas.”
- El Paso, Texas: “Based in El Paso, Texas, H••• Companies is a privately held investment platform with over 75 years of expertise in real estate, infrastructure, and financial services.”
- Africa: “International Housing Solutions (IHS) is a real estate fund manager focused on developing and managing green, affordable housing communities across Africa.”
- Hawaii: “H••• is selected by the Navy as the Master Developer for Ford Island in Hawaii, providing significant infrastructure improvements and redevelopment of 1,600 acres of land.”
Vehicles
27 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| H••• D•••• L•• 805-1715663881 | fund | $128M GAV 2024 | 2 | 2012* to 2024 | unknown | Harvesting | ||
| H••• C•• O••••• O• F•••• L• 805-2373551744 | fund | $11M GAV 2024 | 33 | 2020 to 2024 | 2020 | Harvesting | ||
| H••• U• R••••• P•••••••• L••• 805-2050123625 | fund | $442,467 GAV 2024 | 7 | 2012* to 2024 | unknown | Winding down | ||
| H••• U• R••••• I•••••••• V••••••• L•• 805-9817117958 | fund | $1,416 GAV 2024 | 11 | 2012* to 2024 | unknown | Winding down | ||
| H•••• K••• R••• E••••• F•••• L• 805-4131240363 | fund | $0 GAV 2024 | 51 | 2018 to 2024 | 2018 | Winding down |
22 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| L•• M••••••••• L•• 805-1784223598, dropped 2013 | fund | $49M GAV 2012 | 3 | 2012* to 2012 | unknown | Dropped from ADV | ||
| H••• H••••••• F••• I• L• 805-1368067820, dropped 2021 | fund | $35M GAV 2020 | 1 | 2019 to 2020 | 2019 | Dropped from ADV | ||
| S••• A••••••••• H•••••• M••••••• F••• L•• 805-4696624084, dropped 2014 | fund | $20M GAV 2013 | 2 | 2013 to 2013 | 2013 | Dropped from ADV | Debt | |
| U••••• H•••••••• L•• 805-9746706775, dropped 2013 | fund | $4M GAV 2012 | 2 | 2012* to 2012 | unknown | Dropped from ADV | ||
| R••••••••• I••••• a•• V••••••••• F••• L•• 805-7594386412, dropped 2021 | fund | $2M GAV 2020 | 33 | 2013 to 2020 | 2013 | Dropped from ADV | Value add | |
| H••• C••••••••• R••••• P••••••• I••• L••• 805-7375395381, dropped 2020 | fund | $2M GAV 2019 | 14 | 2012* to 2019 | unknown | Dropped from ADV | ||
| H••• C•• G••••• F•••• L• 805-9408334693, dropped 2023 | fund | $2M GAV 2022 | 16 | 2020 to 2022 | 2020 | Dropped from ADV | ||
| R••••••••• I••••• a•• V••••••••• P••••••• F••• L•• 805-1180809928, dropped 2021 | feeder | $1M GAV 2020 | 9 | 2013 to 2020 | 2013 | Dropped from ADV | Value add | |
| H••• C••••••••• R••••• P••••••• I•• L• 805-6233754896, dropped 2020 | fund | $588,401 GAV 2019 | 19 | 2012* to 2019 | unknown | Dropped from ADV | ||
| H••• C••••••••• R••••• P••••••• I•• •••••• L• 805-1344587358, dropped 2020 | REIT | $393,819 GAV 2019 | 15 | 2012* to 2019 | unknown | Dropped from ADV | REIT sponsor | |
| A•••••••• P••••••••• I••••• a•• G••••• F••• I• L•• 805-6589858154, dropped 2016 | fund | $334,178 GAV 2015 | 3 | 2012* to 2015 | unknown | Dropped from ADV | ||
| M•• W•••••• A••••••••• L•• 805-8340893718, dropped 2014 | fund | $325,664 GAV 2013 | 27 | 2013 to 2013 | 2013 | Dropped from ADV | ||
| S••••••• I••••••••• L•• 805-8359086808, dropped 2013 | fund | $91,136 GAV 2012 | 2 | 2012* to 2012 | unknown | Dropped from ADV | ||
| H••• C••••••••• R••••• P•••••••• L• 805-2602609395, dropped 2016 | fund | $83,889 GAV 2015 | 20 | 2012* to 2015 | unknown | Dropped from ADV | ||
| H••• C••••••••• R••••• I•• I•••••••• V••••••• L••• 805-1656927039, dropped 2020 | fund | $26,027 GAV 2019 | 12 | 2012* to 2019 | unknown | Dropped from ADV | ||
| C•••••• C••• P•••••••• L•• 805-8203944514, dropped 2013 | fund | $21,064 GAV 2012 | 3 | 2012* to 2012 | unknown | Dropped from ADV | ||
| H••• C••••••••• R••••• I• I•••••••• V•••••• L• 805-4200332549, dropped 2020 | fund | $2,328 GAV 2019 | 8 | 2012* to 2019 | unknown | Dropped from ADV | ||
| H••• N•• P•••••••• L• 805-1151720255, dropped 2020 | fund | $0 GAV 2019 | 0 | 2017 to 2019 | 2017 | Dropped from ADV | ||
| S••••• A•••••••• P••••••••• L•• 805-1610225604, dropped 2017 | fund | $0 GAV 2016 | 3 | 2012* to 2016 | unknown | Dropped from ADV | ||
| R••••••••• a•• R••••••••• F••• L•• 805-8018608779, dropped 2020 | fund | $0 GAV 2019 | 24 | 2013 to 2019 | 2013 | Dropped from ADV | ||
| B•••••• F• R•••••• L•• 805-1473079781, dropped 2017 | fund | $0 GAV 2017 | 0 | 2012* to 2017 | unknown | Dropped from ADV | ||
| R•••• P••••••• I••••••••• L•• 805-8552029896, dropped 2015 | fund | $0 GAV 2014 | 3 | 2012* to 2014 | 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
- C•••••• A•••••••••, El Paso, TX (multifamily) “••• Locked”
- S•••• O•••, Fort Worth, TX (multifamily) “••• Locked”
- C•••••• d•• S••, El Paso, TX (multifamily) “••• Locked”
- S•••••• T•••• C•••••, El Paso, TX (retail) “••• Locked”
- T•• P•••• a• C•••••••••, Albuquerque, NM (retail) “••• Locked”
- A•• U•••••, Albuquerque, NM (mixed_use) “••• Locked”
- W••••••• T•••• a• H••• P••••, El Paso, TX (office) “••• Locked”
- T•• G••••••, NC (mixed_use) “••• Locked”
- S•••••••••, GA (mixed_use) “••• Locked”
- T•• B••••, OH (mixed_use) “••• Locked”
- C••• S••••••, GA (mixed_use) “••• Locked”
- T•• D•••••, FL (mixed_use) “••• 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•••••• D••••• H••• Trustee since 2013-11 also on pe
- J••••• W•••••• H••• Trustee since 2013-11 also on pe
- J•••• M•••••• H••• Trustee since 2013-11 also on pe
- S•••• H••• E•••••• Trustee since 2013-11 also on pe
- M•••••• S••••• H•••••• Chief Compliance Officer since 2015-10 also on pe
- G•• M•••• A••••• Executive Vice President / Member Of Board Of Managers since 2017-05 also on pe
- P••• D•••• D••••••• General Counsel since 2018-02 also on pe
- D••••• C•••••• S••••• Executive Vice President / Member Of Board Of Managers since 2019-12 also on pe
- R••• B•••• M•••••• Member Of Board Of Managers since 2019-12 also on pe
- C•••••• A•••• P••••• Member Of Board Of Managers since 2019-12 also on pe
Full team · 13 peopleShow fewer
- M••• C••••••••• D••••• Executive Vice President since 2019-12 also on pe
- J•••• C••••••••• H••• Chief Executive Officer / Member Board Of Managers since 2020-03 also on pe
- L•••• B• C••••••• President since 2023-10 also on pe
What is changing?
- Vehicle dropped from ADV Mar 30, 2023 (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 28, 2020 (observed) ••• Locked
Full timeline · 30 eventsShow fewer
- Vehicle dropped from ADV Mar 28, 2020 (observed) ••• Locked
- Vehicle dropped from ADV Mar 28, 2020 (observed) ••• Locked
- Vehicle dropped from ADV Mar 28, 2020 (observed) ••• Locked
- Vehicle dropped from ADV Mar 28, 2020 (observed) ••• Locked
- Vehicle dropped from ADV Mar 28, 2020 (observed) ••• Locked
- Vehicle dropped from ADV Mar 28, 2020 (observed) ••• Locked
- Vehicle first reported Mar 28, 2020 (observed) ••• Locked
- Vehicle dropped from ADV Mar 28, 2020 (observed) ••• Locked
- Vehicle dropped from ADV Mar 28, 2020 (observed) ••• Locked
- Vehicle first reported Mar 29, 2019 (observed) ••• Locked
- Vehicle first reported Mar 30, 2018 (observed) ••• Locked
- Vehicle first reported Mar 30, 2018 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2017 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2017 (observed) ••• Locked
- Vehicle first reported Mar 30, 2017 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2016 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2016 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2015 (observed) ••• Locked
- Vehicle dropped from ADV Mar 28, 2014 (observed) ••• Locked
- Vehicle dropped from ADV Mar 28, 2014 (observed) ••• Locked
- GAV reading quarantined Jun 19, 2013 (observed) ••• Locked
- GAV reading quarantined Jun 19, 2013 (observed) ••• Locked
- Vehicle dropped from ADV Apr 1, 2013 (observed) ••• Locked
- Vehicle dropped from ADV Apr 1, 2013 (observed) ••• Locked
- Vehicle dropped from ADV Apr 1, 2013 (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: properties held, institutional LPs.