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M•• A•••••••• L•

Value add real estate managerSEC-registered adviserunder $1B· Orinda, California

Value add real estate manager, based in Orinda, California, reporting $19.2M of real estate gross assets across 5 vehicles.

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

Real estate GAV
$19.2M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
5
Form ADV, Schedule D 7.B.(1)
Vehicles (65)
As of · the latest Form ADV filing; property activity carries its own dates
Why this matters
Identifiers, size band and strategyCRD 110656 · SEC 801-50572Show
CRD 110656SEC 801-50572under $1BValue addForm ADV
What capital do they manage?
Real estate GAV
$19M 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, 65 ever, 21 dropped1 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
Nov 20, 2024registered adviser
Adviser RAUM
$167Mthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 6, Private Equity Fund 1
Latest vintage
2015from 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
not stated
Markets
United Statesbasis: stated
Business kind (site)
Real estate manager
Parent
MacKenzie Real Estate Advisers, LP
In the manager's own words4 quotesShow
  • Value add: “Value-add properties”
  • Debt: “High interest, short-term”
  • Special situations: “has a 30+ year track record of identifying and purchasing illiquid real estate securities at deep discounts to their Net Asset Value”
  • United States: “Our funds are diversified geographically, seeking worthy real estate investment opportunities across the United States.”
Vehicles
65 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
M•••••••• B••••• A••••••••• C•• 4• L••
805-3575843079
fund$4M GAV 202442014 to 20242014Harvesting
M•• B••• R•••• I• L••
805-7673830106
fund$4M GAV 202412012* to 2024unknownHarvesting
M•••••••• B••• R•••• F••• I••• L•
805-3788898931
fund$2M GAV 202412014 to 20242014Harvesting
M•••••••• B••••• A••••••••• C•• 3• L••
805-6683193555
fund$450,914 GAV 202442014 to 20242014Harvesting
M•• D••••• P•••••• F••• 3• L••
805-9635030894
fund$313,930 GAV 20241032012* to 2024unknownHarvesting
60 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
M•• N•••••••• F•••• L•
805-4579066856, dropped 2019
fund$8M GAV 201812012* to 2018unknownDropped from ADV
M•• S•••••• F••• 1•• L••
805-7861772580, dropped 2015
fund$5M GAV 2014862012* to 2014unknownDropped from ADV
M•• S•••••• F••• 9• L••
805-1056119975
fund$4M GAV 2016992012* to 2016unknownHarvesting
M•••••••• F••••••• F••• 1•• L••
805-7040656794
fund$4M GAV 2020802012* to 2020unknownHarvesting
M•• F••••••• F••• 1•• L••
805-4972689512
fund$4M GAV 2020852012* to 2020unknownHarvesting
M•• F••••••• F••• 1•• L••
805-7903013899
fund$3M GAV 2020712012* to 2020unknownHarvesting
M•• S••••• N••• P•••••• I• L•
805-3174846387, dropped 2017
fund$3M GAV 2016792012* to 2016unknownDropped from ADVDebt
M•• F••••••• F••• 1•• L••
805-2731124576
fund$3M GAV 2020562012* to 2020unknownInvesting
M•••••••• I••••• F••• 2•• L••
805-2408549872, dropped 2022
fund$2M GAV 20211022012* to 2021unknownDropped from ADVDebt
M••••• G•••• L••
805-4512733608, dropped 2013
fund$2M GAV 201212012* to 2012unknownDropped from ADV
M•• F••••••• F••• 1•• L••
805-2981624063
fund$1M GAV 2020802012* to 2020unknownHarvesting
M•• I••••• F••• 2•• L••
805-5398220957
fund$1M GAV 20201012012* to 2020unknownHarvestingDebt
M•• F••••••• F••• 9• L••
805-8649056566
fund$1M GAV 2014812012* to 2014unknownHarvesting
M•• D••••• F••• 6• L••
805-4847317958
fund$1M GAV 2016982012* to 2016unknownHarvesting
M• V•••• F••• 7• L••
805-3283635880
fund$1M GAV 2014762012* to 2014unknownHarvesting
M•• R••• F••• 1• L••
805-8090766388, dropped 2020
REIT$1M GAV 201992012* to 2019unknownDropped from ADVREIT sponsor
M•• S••••• N••• P•••••• I•• L•
805-3706273072, dropped 2018
fund$1M GAV 201752012* to 2017unknownDropped from ADVDebt
M• V•••• F••• 5• L••
805-3919394847
fund$1M GAV 2014692012* to 2014unknownHarvesting
M•• F••••• G••••• F••• 2• L••
805-5247403616
fund$1M GAV 2012572012* to 2012unknownUnknown
M• I••••• F••• 1•• L••
805-6447795052
fund$976,748 GAV 2014732012* to 2014unknownHarvestingDebt
M•• F••••••• F••• 1•• L••
805-6691212066
fund$972,595 GAV 2020622012* to 2020unknownHarvesting
M• F••••• F•••• L•
805-9147218512
fund$953,407 GAV 2014582012* to 2014unknownInvesting
M•••••••• P•••••••• S•••••• F••• 5• L••
805-7078441395
fund$925,042 GAV 2016672012* to 2016unknownHarvesting
M•••••••• P•••••••• S•••••• F••• 7• L••
805-3488227374
fund$902,574 GAV 2013812012* to 2013unknownHarvesting
M•• D••••• F••• 3• L••
805-8334488183
fund$899,687 GAV 2016982012* to 2016unknownHarvesting
M•• B••• R•••• I•• L••
805-6082150669
fund$864,282 GAV 2020102012* to 2020unknownHarvesting
M•• D••••• F••• 2• L••
805-5325722373, dropped 2018
fund$855,030 GAV 2017962012* to 2017unknownDropped from ADV
M•• D••••• F••• 5• L••
805-1435275691
fund$823,030 GAV 2016982012* to 2016unknownHarvesting
M•• B••••• A••••••••• F••• I•• L••
805-9451983984
fund$808,061 GAV 201642012* to 2016unknownHarvesting
A•• I••••••••• I•••••••• L••• L•
805-4389195695
fund$794,372 GAV 2016642012* to 2016unknownHarvesting
M• I••••• F••• 1•• L••
805-2002306069
fund$792,582 GAV 2014592012* to 2014unknownHarvestingDebt
M•• B••••• A••••••••• F•••• L••
805-7373333159
fund$692,813 GAV 202042012* to 2020unknownWinding down
M•••••••• P•••••••• S•••••• F••• 6• L••
805-8735747067
fund$665,514 GAV 2014782012* to 2014unknownHarvesting
M•••••••• N•••••••• F•••• L•
805-3731331010, dropped 2024
fund$641,276 GAV 2023462014 to 20232014Dropped from ADV
M•• D••••• F••• 8• L••
805-3246572982, dropped 2020
fund$632,370 GAV 2019972012* to 2019unknownDropped from ADV
M• I••••• F••• 1•• L••
805-4475529187
fund$581,909 GAV 2014712012* to 2014unknownHarvestingDebt
M•• A••••••••• C••• 3• L••
805-1566255199
fund$576,538 GAV 201342012* to 2013unknownHarvesting
M•• P••••••• F•••• L•
805-6554636324, dropped 2022
fund$566,180 GAV 2021212012* to 2021unknownDropped from ADV
M•• I••••• F••• 2•• L••
805-3370707119, dropped 2020
fund$508,937 GAV 20191032012* to 2019unknownDropped from ADVDebt
M•••••••• S•••••••• I••••• F•••• L•
805-2332978492
fund$440,930 GAV 2013602012* to 2013unknownInvestingDebt
M• I••••• F••• 1•• L••
805-8063879722, dropped 2020
fund$425,431 GAV 2019612012* to 2019unknownDropped from ADVDebt
M•• D••••• F••• 7• L••
805-9447367224, dropped 2024
fund$382,703 GAV 2023982012* to 2023unknownDropped from ADV
M•• D••••• F••• 4• L••
805-3905177012, dropped 2019
fund$359,641 GAV 2018922012* to 2018unknownDropped from ADV
M•• D••••• P•••••• F••• 2• L••
805-5522814068
fund$335,261 GAV 2023992012* to 2023unknownWinding down
M• I••••• F••• 2•• L••
805-4439185488
fund$327,061 GAV 2014592012* to 2014unknownHarvestingDebt
M• I••••• F••• 1•• L•
805-4151621584, dropped 2013
fund$295,850 GAV 2012552012* to 2012unknownDropped from ADVDebt
M• I••••• F••• 1•• L••
805-8188999875
fund$289,367 GAV 2020592012* to 2020unknownHarvestingDebt
M• V•••• F••• 8• L••
805-9184357792, dropped 2018
fund$219,447 GAV 2017252012* to 2017unknownDropped from ADV
M•• O••••••••• F•••• L•
805-7002484343
fund$205,207 GAV 2020562012* to 2020unknownWinding downOpportunistic
M•• D••••• P•••••• F••• 4• L••
805-2391576785
fund$197,388 GAV 20231062012* to 2023unknownWinding down
M•• I••••• F••• 2•• L••
805-7043226248, dropped 2023
fund$176,282 GAV 20221022012* to 2022unknownDropped from ADVDebt
M•• S•••••• F••• 8• L••
805-4496751380, dropped 2019
fund$160,812 GAV 2018922012* to 2018unknownDropped from ADV
M•• I••••• F••• 2•• L••
805-7591590473
fund$156,931 GAV 2020802012* to 2020unknownWinding downDebt
M•• D••••• P•••••• F•••• L••
805-7444519098
fund$99,378 GAV 20231032012* to 2023unknownWinding down
M•• I••••• F••• 2•• L••
805-7495775639, dropped 2020
fund$94,391 GAV 2019962012* to 2019unknownDropped from ADVDebt
A•• I••••••••• F••• L••• L•
805-4619550612
fund$10,937 GAV 2012572012* to 2012unknownUnknown
M•••••••• P•••••••• S•••••• F••• 6••• L••
805-9380696090
feeder$7,996 GAV 2023252012* to 2023unknownWinding down
M•••••••• B• F••• 3• L•
805-7295349399
fund$5,460 GAV 201712015 to 20172015Deploying
M•••••••• B• F••• 2• L•
805-1261565432
fund$4,145 GAV 201712014 to 20172014Winding down
M•• I••••• F••• 2•• L••
805-4374830355, dropped 2019
fund$3,429 GAV 2018982012* to 2018unknownDropped from ADVDebt
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.
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
  • G••• W•••••• F••••• Managing Director & Chief Operating Officer since 2000-12 also on pe
  • C•••••• E•••• P•••••••• I• Managing Director And General Counsel since 2003-07 also on pe
  • C•••••••• E•••••••• S•••••• Chief Portfolio Manager since 2004-12 also on pe
  • R••••• E••• D•••• Managing Director & Chief Investment Officer since 2005-05 also on pe
  • J••••••• L• I•••••• Vice President since 2006-05 also on pe
  • B••••••• A••• P•••••••• Limited Partner since 2009-01 also on pe
  • J••• B•••• Chief Compliance Officer since 2009-04 also on pe
  • A••••• S••••• Co-Chief Financial Officer since 2021-07 also on pe
  • E•••••••• A••••••••• Co-Chief Financial Officer since 2021-07 also on pe
What is changing?
  • Vehicle dropped from ADV Mar 18, 2024 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 18, 2024 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 15, 2023 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 16, 2022 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 16, 2022 (observed) ••• Locked
Full timeline · 30 events
  • Vehicle first reported Jan 15, 2021 (observed) ••• Locked
  • Vehicle first reported Jan 15, 2021 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 23, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 23, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 23, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 23, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 23, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 25, 2019 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 25, 2019 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 25, 2019 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 25, 2019 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 16, 2018 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 16, 2018 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 16, 2018 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 23, 2017 (observed) ••• Locked
  • Vehicle first reported Mar 18, 2015 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 18, 2015 (observed) ••• Locked
  • Vehicle first reported Dec 3, 2014 (observed) ••• Locked
  • GAV reading quarantined Dec 3, 2014 (observed) ••• Locked
  • GAV reading quarantined Dec 3, 2014 (observed) ••• Locked
  • Vehicle first reported Mar 18, 2014 (observed) ••• Locked
  • Vehicle first reported Mar 18, 2014 (observed) ••• Locked
  • Vehicle first reported Mar 18, 2014 (observed) ••• Locked
  • Vehicle first reported Mar 18, 2014 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 19, 2013 (observed) ••• Locked
Across DFX

Not yet on record: properties held, institutional LPs.