Matters
- Acquired a $4.3 billion real estate equity investment advisory business, including investment management contracts and general partnership interests (the portfolio included 129 multifamily and commercial properties in the United States, and 41 multifamily and commercial assets in Europe).
- Formed special-purpose joint ventures (using limited liability companies and limited partnerships) to acquire strategic, real-estate-related assets targeted by fund managers, family offices, and high net worth individuals.
- Assisted with a real estate investment trust with its acquisition of a 21-hotel portfolio worth approximately $250 million.
- Structured and launched alternative investment vehicles that intend to:
- Achieve significant illiquidity premiums over high-yield and broadly-syndicated bank debt markets by making investments in directly-originated loans (with a general focus on middle-market loans), either via syndicated transactions involving other private debt investment firms (i.e., club deals), or self-sourced independent transactions.
- Obtain student housing assets and other multi-occupant residential real estate located in the United States.
- Purchase high yield bonds, bank loans, and CLO debt.
- Operate and renovate or upgrade hotel and other lodging properties located in major U.S. markets.
- Invest in (i) niche strategies (e.g., asset-based royalty streams and other cash-flow strategies) as well as structured finance, (ii) private credit strategies (e.g., loans—direct origination and trading, performing and non-performing loan pools, trade claims, distressed and structured credit), and (iii) hedge fund secondaries, which include both fund interests and liquidating assets generally purchased at a discount to a fund’s net asset value.
- Issue mezzanine terms loans to borrowers to partially finance the development of various EB-5 projects.
- Generate returns primarily from the “manufacturing” of alpha by pressuring companies to implement corporate and/or capital structure changes.
