Investor notes, sessions & recordings

Brookline Investment Group

Brookline Investment Group

Fit: A strong fit for a developer or seller with a multifamily or commercial asset in one of these target markets who values speed and certainty of close, backed by all-cash family capital rather than fund financing. Family office based in Aliso Viejo, CA, founded mid-2013 by Michael Narlinger.…

Esas Family Office

Esas Family Office

Fit: Good match for a U. S.…

FFC Capital

FFC Capital

Fit: Good match for an experienced operating/development partner sourcing a value-add or repositioning deal (especially hospitality, retail, or industrial) who needs a JV equity partner with deep hands-on real estate and hotel-industry pedigree, rather than a passive fund-LP relationship. Pittsburgh, PA-based…

Engle Family Office

Engle Family Office

Fit: Good match for an experienced national sponsor seeking an LP co-investment partner on multifamily or retail deals, or for an assisted-living/senior housing operator seeking a family office with direct ownership experience in that sector. Sacramento, CA-based single-family office founded by Donald Engle, who spent…

Fillmore Capital Partners

Fillmore Capital Partners

Fit: Institutional/pension LPs seeking a fund or SMA relationship into niche, operationally intensive RE — healthcare, impact/vulnerable-population housing, and hospitality — where FCP acts as controlling sponsor/operator through its own named affiliates. Powell, OH / Petaluma, CA-based SEC-registered RIA.…

Cathexis Holdings LP

Cathexis Holdings LP

Fit: Best for larger, complex RE/infra-adjacent deals (mixed-use, data centers, energy transition) where sponsor wants a co-GP partner providing pre-dev capital + completion guarantees in exchange for promote share — not a fit for standard $2–10M LP equity raises on straightforward value-add deals. Houston, TX…

RWN Real Estate Partners LLC

RWN Real Estate Partners LLC

Fit: Strong match for sponsors raising a $20–50M equity check on a middle-market deal, any asset class, in NYC or the Sun Belt/PR markets they already know. Permanent capital and no fund clock make them patient, but they expect real involvement in the deal through JV or co-GP, not just a passive check.…

Patoka Capital

Patoka Capital

Fit: US RE sponsors/developers wanting patient, fast-closing family equity for multifamily dev, senior living, and net-lease / sale-leaseback (commercial + entertainment). JV equity alongside local operating/dev partners on smaller-to-mid deals ($2–8M checks).…

Demetree Global

Demetree Global

Fit: Florida-focused SFO deploying principal capital via direct deals + JVs across CRE, multifamily, hospitality. Active buyer (Baldwin Park office acq.…

The Holdsworth Group, LLC

The Holdsworth Group, LLC

Fit: Pasadena-based SFO deploying into RE via direct acquisitions, fund allocations, and preferred equity; multifamily JV active in Western U. S.…

Equity Resource Investments

Equity Resource Investments

Fit: Lower-middle-market special situation RE platform — affordable/workforce housing and industrial; complex structures, fractional interests, discounted notes Cambridge, MA-based U. S.…

Pittco Management

Pittco Management

Fit: Multifamily and hospitality GPs in the Southeast are the natural fit. Non-multifamily Sunbelt strategies — industrial, self-storage, mixed-use — may find an opening where the existing captive relationships have less coverage.…

Argos Capital Partners, LLC

Argos Capital Partners, LLC

Fit: St. Louis-based MFO deploying JV equity into value-add, core-plus, and development RE nationally; $10–35M check per deal; explicit preference for programmatic sponsor relationships and aligned structures St.…

Metrolina Capital

Metrolina Capital

Fit: Active family office with a real RE track record across industrial, self-storage, and net lease — and a private lending platform that provides debt alongside equity. Joe Jackson is the decision-maker.…

Monfort Companies

Monfort Companies

Fit: Active family developer and operator with a RE track record across multifamily, hotel, office, retail, and net lease — all in Colorado. Actively seeks co-investment partners and explicitly builds public/private deals.…

Amzak Capital Management

Amzak Capital Management

Fit: Active family office with a dedicated RE program and track record — multifamily and hospitality are the documented sweet spots. They write equity, preferred equity, and bridge debt, which makes them flexible on structure.…

Reign Capital Holdings LLC

Reign Capital Holdings LLC

Fit: Self-operating family office — Le Norman is the GP, not the LP. RE capital stays in-house through Le Norman Properties.…

Sundial

Sundial

Fit: Emerging MFO with an active RE arm and an appetite for both direct deals and outside sponsor relationships. Deal size sweet spot of $5M–$30M, Sun Belt markets, and niche asset classes (flex industrial, IOS, self-storage, specialty housing) are the clearest fit criteria for a GP conversation.…

The Straus Group

The Straus Group

Fit: Active, flexible family office with real RE conviction across the capital stack — equity, mezz, and debt all in play. Joseph Straus runs RE directly, which means principal-level access is realistic.…

4S Bay Partners LLC

4S Bay Partners LLC

Fit: Staffed family office that writes checks into direct deals and outside GPs. Community impact, underserved markets, and a BIPOC operator or beneficiary story are the filter.…

Boich Investment Group

Boich Investment Group

Fit: Well-capitalized family office with RE as the core investment vertical and a track record of direct development and acquisition across multifamily, hotels, and commercial. Wayne Boich and Evans make decisions directly.…

Buchanan Street Partners

Buchanan Street Partners

Fit: Good target for a Western US value-add GP in industrial, multifamily, or self-storage. Their equity placement program is built for backing outside operators.…

Safanad

Safanad

Fit: Target for an experienced value-add or opportunistic GP in major US markets. The pitch is simple — Gulf capital wanting US real estate exposure through a trusted operator.…

Mansueto Office

Fit: Morningstar founder family office with a staffed, active RE team and a proven appetite for multifamily and hotel repositioning.…

Pohlad Companies

Pohlad Companies

Fit: Old-money Midwest family office with a RE platform underneath them. Permanent capital, flexible structure, no rush to exit — good target for value-add multifamily, industrial, or mixed-use JV if you've got a strong operator story.…

Monument Bay Capital Partners

Monument Bay Capital Partners

Fit: Boston/Palm Beach single-family office deploying evergreen balance sheet capital into value-add hotel, retail, and multifamily real estate across the US, with a differentiated 1031 exchange channel that makes them an unusually adaptive JV equity and replacement-property partner.…

Karlin Asset Management

Karlin Asset Management

Fit: LA-based single-family office deploying discretionary balance sheet capital into value-add commercial real estate, weighted toward life science and innovation science assets across the US with secondary Europe exposure. Los Angeles, CA; affiliate of Karlin Asset Management, single-family office founded 2005…

Crow Holdings Capital

Fit: Dallas-based national value-add platform; ten-vintage closed-end fund series targeting industrial and multifamily in high-growth U. S.…

Hutensky Capital Partners

Fit: Retail-only equity and distressed debt shop; useful for JV equity conversations on anchored retail or note sale situations.…

IP Capital Partners

IP Capital Partners

Fit: Florida-focused value-add equity and distressed debt platform; industrial-weighted with JV co-invest structure across Southeast growth markets. Boca Raton, FL-based private real estate investment and asset management firm; founded 2012 Focused exclusively on co-investing with institutional and HNW JV partners in…

RSF Partners

RSF Partners

Fit: Full capital stack RE platform; senior living specialist with opportunistic CRE and distressed overlays. Dallas-based RE private equity; founded 1998; currently deploying Fund VIII 10 commingled fund vehicles over 25+ years; $1.…

Proficio Capital Partners, LLC

Proficio Capital Partners, LLC

Fit: Tax-sensitive multi-family office with broad non-traditional RE sub-asset exposure; co-investment and fund access preferred over direct development; after-tax return is the explicit filter Multi-family office, Newton, MA; founded 2014; ~$3.…

Cirrus Real Estate Partners

Cirrus Real Estate Partners

RIA; NYC opportunistic platform; credit-to-equity conversion, structured credit, workforce housing via PPP structures Founded 2020; NYC (555 Madison); Tufariello + McDonnell as principals; small team Partners: 25+ yr avg CRE experience; $150B+ credit origination and $10B+ equity deployed across cycles RIA; LP base…

Quilvest

Fit: Lower-mid-market RE platform; niche access-constrained strategies via JVs, focused platforms, and co-invest; <u>not a core/core-plus allocator</u> Global alternatives platform; $7B+ AUM; four strategies: Real Estate, Direct PE (Buyout), Funds & Co-Investments (Primaries, Co-investments, Secondaries), Private…

Rock Creek Property Group

Rock Creek Property Group

Fit: Co-GP for smaller groups seeking Mid-Atlantic value-add real estate fund manager and development platform Washington, DC–based real estate investment and development platform; acquires, develops, leases, and operates commercial real estate assets across the Mid-Atlantic. Capital structure / vehicle Fund I…

Drawbridge Realty

Drawbridge Realty

Fit: Institutional U. S.…

Catalyst Opportunity Funds

Catalyst Opportunity Funds

Fit: Impact-oriented U. S.…

Varde

Varde

Fit: Opportunistic credit and asset-backed investor across corporate credit, real estate, and financial services platforms.…

Harrison Street Real Estate Capital

Harrison Street Real Estate Capital

Fit: institutional private real estate manager allocating across core, core-plus, and closed-end alternative strategies in demographic-driven sectors Founded in 2005; Chicago-based alternative investment manager focused on real assets ~$108B AUM across real estate, infrastructure, and credit strategies Capital managed…

Blue Vista Capital Management

Blue Vista Capital Management

Fit: private real estate platform spanning middle market equity, student housing equity, and first mortgage bridge lending (real estate credit) Founded in 2002 in Chicago; invests in commercial real estate properties in the U. S.…

GTIS Partners

GTIS Partners

Fit: Institutional real assets investor deploying capital across development and value-add residential strategies alongside an expanding industrial platform Global real assets investment firm focused on the Americas; headquarters in New York with additional offices across the U. S.…

Parkway Property Investments

Parkway Property Investments

Fit: Joint venture opportunities for owner-operators deploying capital through direct acquisitions and development Privately owned, full-service real estate investment platform Owns, develops, operates, and manages institutional-quality commercial real estate Partnership with Midway formed a combined real estate…

Somera Capital Management

Somera Capital Management

Fit: Boutique private real estate equity allocator deploying capital via bespoke joint ventures, preferred and direct equity across diversified/alternative property types AUM stated at ~$850MM; has managed over $2B in assets since 1994 and deployed ~$800MM+ in total equity historically Capital deployment is…

Long Wharf Capital

Long Wharf Capital

Boston-based private equity real estate investment manager focused exclusively on value-added property investing in the U. S.…

HPS Partners

HPS Partners

Fit for large institutional private credit allocations and platform-level capital partnerships Global credit-focused investment firm Founded 2007 HQ New York; offices across North America, Europe, Asia LP base is institutional Pensions, SWFs, foundations Platform built around non-bank credit solutions Credit-only…

AB CarVal

AB CarVal

Global alternative investment manager; part of Alliance Bernstein's Private Alternatives platform Founded 1987; long track record investing through multiple credit cycles Manage ~$20bn across opportunistic credit and asset-backed strategies Global footprint with investment professionals across US, Europe, and Asia…

Silver Point Capital

Silver Point Capital

Multi-strategy credit firm, global Founded early 2000s (2002) by Ed Mulé + Rob O'Shea Based in Greenwich; also mentioned Chicago, Stamford, London, Charlotte Manage ~$43bn across credit strategies, mostly institutional LPs (pensions, SWFs, endowments, insurers, some FOs) Core is credit but pretty broad within that…