DFX Intelligence
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C•••• L••• P••••••• L•
Opportunistic real estate managerSEC-registered adviserunder $1B· New York, New York
Opportunistic real estate manager, based in New York, New York, reporting $803M 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
- $803M
- Current vehicles
- 5
- Properties held
- Not established
- Institutional LPs
- Not established
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
Why this matters
- Graphs 2
Identifiers, size band and strategyCRD 297215 · SEC 801-113433ShowHide
What capital do they manage?
- Real estate GAV
- $803M 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, 8 ever, 3 dropped2 feeders, 0 funds of funds
- First on the tape
- 2018the extract starts in 2011; an earlier history is not visible
- Latest filing
- May 16, 2024registered adviser
- Adviser RAUM
- $1.1Bthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 5
- 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
- Opportunistic
- Operator model
- Fund managerbasis: stated
- Property types
- Multifamily, Single-family rental, Landbasis: stated
- Markets
- U.S., Sunbeltbasis: stated
- Business kind (site)
- REAL_ESTATE_MANAGER
- AUM in its own words
- approximately $1 billionthe manager's statement, not a DFX figure
In the manager’s own words
- Opportunistic: “We are opportunistic investors with experience in unlocking value in special situations.”
- Special situations: “We are opportunistic investors with experience in unlocking value in special situations.”
- Value add: “We seek value-add opportunities where we believe there is a dislocation in operations or capital structure, or other distress.”
- Development: “residential land development as well as the acquisition and development of single family, townhome, condominium and apartment communities”
- Land: “residential land development”
- Multifamily: “the acquisition and development of single family, townhome, condominium and apartment communities”
- Single-family rental: “the acquisition and development of single family, townhome, condominium and apartment communities”
- Land: “residential land development”
- U.S.: “C•••• L••• P••••••• pursues a value driven, disciplined approach to investing in the growth markets of the U.S.”
- Sunbelt: “Since 2010, our team has acquired over 40,000 home sites in our target sunbelt markets.”
Vehicles
8 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| P•••••• R••• E••••• M••••• F••• I• L•• 805-3078050633 | master | $339M GAV 2024 | 156 | 2020 to 2024 | 2020 | Harvesting | ||
| C•••• L••• R••• E••••• M••••• F••• I•• L•• 805-2447507829 | master | $305M GAV 2024 | 102 | 2020 to 2024 | 2020 | Deploying | ||
| P•••••• R••• E••••• R••••••• F•••• L••• 805-2904614572 | master | $144M GAV 2024 | 90 | 2018* to 2024 | unknown | Harvesting | Distressed | |
| C•••• L••• R••• E••••• M••••• F••• I• L•• 805-3804473248 | master | $8M GAV 2024 | 17 | 2023 to 2024 | 2023 | Deploying | ||
| C•••• L••• R••• E••••• F••• I• S•• A•• L• 805-5511329841 | feeder | $5M GAV 2024 | 17 | 2024 to 2024 | 2024 | Unknown |
3 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| P•••••• R••• E••••• F••• I•• L••• 805-4966327543, dropped 2020 | master | $659M GAV 2019 | 149 | 2018* to 2019 | unknown | Dropped from ADV | ||
| C•••• L••• R••• E••••• F••• I•• L••• A•• L• 805-2132476039, dropped 2022 | feeder | $35M GAV 2021 | 18 | 2021 to 2021 | 2021 | Dropped from ADV | ||
| C•••• L••• R••• E••••• F••• I•• L• 805-5191847713, dropped 2020 | fund | $18M GAV 2019 | 1 | 2019 to 2019 | 2019 | 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
- 8••• O••••••••• “••• Locked”
- W•••••• L••• H•••• “••• Locked”
- L••• L•• V•••• “••• Locked”
- T••••• C•••• “••• Locked”
- B••••• C•••• “••• Locked”
- E••••••• S••• A•••••• “••• Locked”
- D••••• R•••• “••• Locked”
- G••••• L•••• “••• 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
- J••••••• T• S••••••• Member since 2018-04
- M•••••• A••••• B••• Member since 2018-04
What is changing?
- Vehicle first reported Mar 27, 2024 (observed) ••• Locked
- Vehicle first reported Mar 27, 2023 (observed) ••• Locked
- Vehicle dropped from ADV Mar 14, 2022 (observed) ••• Locked
- Vehicle first reported Mar 30, 2021 (observed) ••• Locked
- Vehicle dropped from ADV 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 30, 2020 (observed) ••• Locked
- Vehicle first reported Mar 29, 2019 (observed) ••• Locked
- First ADV filing on the tape May 14, 2018 (observed) ••• Locked
- Vehicle first reported May 14, 2018 (observed) ••• Locked
- Vehicle first reported May 14, 2018 (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.