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B••• W•••••••• A•••• M••••••••• L••

Core income real estate managerNot current: last filed 2024SEC-registered adviser· Cleveland, Ohio

Core income real estate manager, based in Cleveland, Ohio.

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

Current vehicles
None
Form ADV, Schedule D 7.B.(1)
Properties held
13
Deeds, filings and the manager's own site, bound to its vehicles
Vehicles (1)Holdings
As of · the latest Form ADV filing; property activity carries its own dates

What matters now

  1. Nov 2029
    next loan maturity

    Next loan maturity on its holdings: 1 Nov 2029 on B••• W•••••••• A•••• M••••••••• (MD), 1 loan totalling $60.8M recorded.

    in 3 years · The nearest maturity on the loans on record is years out: no refinancing pressure shows on these holdings yet.

    Factrecorded loan documentsLenders →
Identifiers, size band and strategyCRD 107808 · SEC 801-57468Show
CRD 107808SEC 801-57468unsizedCore incomeForm ADV
What capital do they manage?
Real estate GAV
no GAVsum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
0 current, 1 ever, 0 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2012the extract starts in 2011; an earlier history is not visible
Latest filing
Sep 13, 2024registered adviser
Adviser RAUM
$18Bthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
none
Latest vintage
2014from 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
Core income
Operator model
Fund managerbasis: stated
Property types
Office, Industrial, Otherbasis: stated
Markets
not stated
Business kind (site)
Real estate manager
AUM in its own words
$10.2 billion in gross real estate assetsthe manager's statement, not a DFX figure
In the manager's own words5 quotesShow
  • Core income: “Our investment objectives are focused on delivering consistent and attractive risk-adjusted returns with a focus on income generation and a secondary focus on principal appreciation.”
  • Core plus: “Our portfolios have an income advantage over traditional core funds while using moderate leverage, which is designed to provide a level of downside protection in difficult markets.”
  • Office: “B••• W••••••••’s real estate strategies invest in commercial properties (office, warehouse and flex space) leased predominantly to high credit-quality tenants.”
  • Industrial: “B••• W••••••••’s real estate strategies invest in commercial properties (office, warehouse and flex space) leased predominantly to high credit-quality tenants.”
  • Other: “B••• W••••••••’s real estate strategies invest in commercial properties (office, warehouse and flex space) leased predominantly to high credit-quality tenants.”
Vehicles
1 on Form ADV
No vehicles match.
1 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
B••• W•••••••• G•• F•••• L•
805-4984111280
fund$739M GAV 2016792014 to 20162014Deploying
What do they actually own?
12 trusted of 12 candidate bindings
Owner entityVehicleProperties heldLoansEvidence
T••••••••• F• I• S•• L••
FL, office multi-story
manager only1 assessed $17.1MCorporate filing
sunbiz officer is manager
M•••••• G•• I•• L••
FL, office multi-story
manager only1 assessed $12.0MCorporate filing
sunbiz officer is manager
B••• R•••• P••• B•••• L••
FL, office one story
manager only1 assessed $10.2MCorporate filing
sunbiz officer is manager
B••• R•••••• G•• L••
FL, office one story
manager only1 assessed $9.8MCorporate filing
sunbiz officer is manager
W••• P••• B•••• F• I• S•• L••
FL, office multi-story
manager only2 assessed $9.5MCorporate filing
sunbiz officer is manager
M••••••• F• I• F•• L••
FL, office multi-story
manager only1 assessed $7.0MCorporate filing
sunbiz officer is manager
M•••• F• I• S•• L••
FL, office multi-story
manager only1 assessed $5.8MCorporate filing
sunbiz officer is manager
T•••• G•• M••• L••
FL, office one story
manager only1 assessed $4.8MCorporate filing
sunbiz officer is manager
B••• M•••••••• G•• L••
FL, warehouse, distribution
manager only1 assessed $4.7MCorporate filing
sunbiz officer is manager
T••••••••• G•• L••
FL, office multi-story
manager only1 assessed $3.2MCorporate filing
sunbiz officer is manager
All 12 holdingslargest assessed value first
Owner entityVehicleProperties heldLoansEvidence
B••• J••••••••• G•• L••
FL, office one story
manager only1 assessed $2.6MCorporate filing
sunbiz officer is manager
B••• W•••••••• A•••• M•••••••••
MD
manager only11 ($60.8M)Corporate filing
CMBS annex sponsor named
What are they buying, selling and financing?
0 acquisitions, 0 sales, 0 financings in 12 months
  • loan eventDec 20, 2019$60.8Mcmbs_trust
    5600 Fishers Ln, MD through B••• W•••••••• A•••• M••••••••• with C• 2••••••• M••••••• T••••
    Securitised debt reporting search.sunbiz.org
Who finances them?
1 loans, 1 lender groups, next maturity Nov 1, 2029
  • cmbs_trust single1 loans, $60.8M, Dec 20, 2019 to Dec 20, 2019
Who backs them?
0 allocators, 0 rows
No institutional LP disclosure resolved to this manager.
People
Form ADV Schedule A, latest filing
  • M•••••• E••••• B•• Executive Vice President since 2003-03
  • T•••••• M•••••• H••••• President, National Director Of Sales And Marketing since 2006-01
  • B•••• L•• G•••• Ceo / Co-Chief Investment Officer since 2006-01
  • J•••• A•••• W•••• Executive Vice President/Chief Technology Officer since 2006-01
  • S•••• H••• E•••••• 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
  • M•••••• D••••• H••• Trustee since 2013-11 also on pe
  • S•••••• A•••••••• P•••• Executive Vice President, Strategic Advisor since 2015-01
  • T••••• J••••• T•••••••• Executive Vice President, Chief Operating Officer, Chief Legal Officer, Chief Compliance Officer since 2016-03
Full team · 12 people
  • P••••••• J••• J••••••• Executive Vice President, Chief Financial Officer since 2016-03
  • B•••• a• C•••••• Executive Vice President/ Co-Chief Investment Officer since 2019-08
What is changing?
  • Vehicle first reported Oct 17, 2014 (observed) ••• Locked
  • First ADV filing on the tape Mar 29, 2012 (observed) ••• Locked
Across DFX

Not yet on record: last reported GAV, institutional LPs.