Reflective thinking turns experience into insights.
John C Maxwell
Private Real Estate Operating Company/Developer
Provide broad strategic and operating advice to a privately owned real estate developer/operator where the founding patriarch is transitioning operating control to senior management and governance to a Board of Directors. Areas of focus include asset mix, capital allocation, investment strategies, investment committee process, capitalization structure, capital access and venture structuring, as well as asset management processes.
Private Equity Firm
Advised a private equity firm on strategy and structure for converting an existing Core institutional separate account into an open-end fund, as well as on developing investment strategies for a new investment product offering. The new strategies focused on operating platforms and, in particular, long-duration investment vehicles where operating-intensive alternative real estate asset types require scaled operating platforms to achieve operating efficiencies. The long-duration format provides multiple levels for investors to create value and generate more efficient, long-term, high-multiple returns for investors.
Family Office/Investment Company
Crafted a value-add real estate investment strategy and execution plan for an Asia-based private investment-company/family-office seeking to establish a real estate operating platform and enter key West Coast markets.
Institutional Investment Manager
Provided insight and strategic advice to an institutional investment manager on the restructuring of their fee and promote structure with a foreign pension plan as part of an internalization of the investment manager.