Placement Agents - Real Estate Alert

PLACEMENT AGENTS
Firms That Raise Capital for Real Estate Vehicles
Sponsor
Contact
The Skinny
Accord Group
San Francisco
Jack Berquist
415-544-7861
Formed last year by former Presidio Partners founders Jack Berquist and Desi Co and by onetime Mesirow Financial executive Jeff Sobczynski. Raises capital for sponsors with
“emerging” investment strategies.
Allegro Advisors
New York
Thomas Boytinck
212-988-7633
Raises capital for discretionary funds, separate accounts and joint ventures. Also sources debt.
Currently soliciting capital for Catalyst European Property Fund 2 and Noble Hospitality Fund 3.
Past clients include Hungerford Properties and Alex. Brown Realty. Collaborates with
Incubation Capital of Chicago.
Alpha Alternatives
Chicago
Anthony Longo
312-436-0569
Founded by Anthony Longo and Michael Riley. Raises capital for real estate funds and joint
ventures. Current clients include Brookwood Financial and Optimum Asset Management.
Alternative Investment
Source
King of Prussia, Pa.
Bonnie Plunkett
610-783-0702
Solicits equity for funds with a minimum goal of $200 million. Also consults on investor
relations and provides due diligence. No current real estate mandates.
Artis Advisors
Washington
Brian Gill
202-580-7013
Advises firms seeking partners for property development or value-added deals. Also raises
capital for fund sponsors and separate accounts. Clients include Century West Partners,
Industry Capital, Kiddar Group Holdings and Mariner Real Estate.
Atlantic-Pacific Capital
Greenwich, Conn.
Alex Leykikh
203-862-9182
Has global scope. Clients often target niche or buyout strategies. Currently soliciting capital for
funds sponsored by True North Management and Activum SG Capital. Other recent clients
include InfraRed Capital.
Capstone Partners
Dallas
Steven Sandbridge
972-980-5800
Works on 8-10 mandates a year across private equity and real estate sectors. Has offices in
Dallas, Geneva and Singapore.
CBRE Capital Advisors
New York
James Scott
212-656-0556
Investment-banking unit of CBRE Group works with real estate and “real assets” funds, joint
ventures and separate accounts globally. Has dedicated fund-raising professionals in New
York, London and Singapore. Led by senior executive James Scott.
Credit Suisse Real Estate
Private Fund Group
New York
Anthony Carpenito
212-325-2000
Part of an 80-person global placement agent group, which raises capital for a range of
vehicles, including funds and joint ventures. Also advises on the trading of fund stakes in the
secondary market. Headed by managing director Anthony Carpenito. Senior team members
include Sasha Silver and Maxwell Rothaus.
CrossCon Real Assets
Capital
Los Angeles
Michelle LeRoy
310-890-9786
Represents real estate funds, separate accounts and joint ventures globally. Founded by
former Macquarie Group executive Michelle LeRoy. Past and current clients include Pamfleet
International, Wolff Co., CityView and GreenOak Real Estate.
Eastdil Secured
Washington
Jeffrey Scott
202-688-4060
Team led by senior managing director Jeffrey Scott solicits capital for funds and ongoing joint
ventures. Also handles restructuring and advisory assignments. Recent clients include
Panatonni Development.
Eaton Partners
Rowayton, Conn.
Michael Crawford
203-831-2970
Raises capital for real estate and “real assets” funds. Has a global team with offices in
Connecticut, Texas, California, London, Shanghai and Hong Kong. Current and prior clients
include Sarofim Realty, Laramar Group, Baring Private Equity Asia and Landmark Partners.
Forbes Private Capital
New York
David Conrod
212-887-1150
Spun out on its own this year, ending affiliation with G2 Investment of New York. Global team
headed by longtime fund-raiser David Conrod. Raises capital for real estate, private equity
vehicles, hedge funds and direct investments. Recent clients include LCN Capital and MB
Global.
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October 22, 2014
Real Estate
ALERT
PLACEMENT
AGENTS
Firms
That Raise
Capital for Real Estate Vehicles
Sponsor
Contact
The Skinny
Fortress Group
Atlanta
Bruce Williamson
404-869-4600
Raises capital for funds, separate accounts, club deals and ongoing joint ventures. Typically
focuses on funds seeking at least $200 million of equity. Also advises on restructuring
vehicles. Opened a London office this year.
Forum Capital
New York
Jeffrey Stern
212-290-1787
Has traditionally focused on private equity funds, but has pushed into “real assets” over the
past few years. Worked on the $825 million Madison International Real Estate Liquidity Fund 5,
which held a final close this spring.
Greenhill & Co.
New York
William Thompson
415-216-4130
Sixteen-person team has offices in Hong Kong, Sydney, London, New York, Chicago and San
Francisco. Among the busiest firms in the sector. Recent clients include DivcoWest, Meyer
Bergman and Cerberus Capital. Former Tishman Speyer capital-raiser Sarah Warmisham
joined this month in London.
Hodes Weill & Associates
New York
Doug Weill,
David Hodes
212-867-0888
Launched in 2009 by industry veterans David Hodes and Doug Weill. Has 25 staffers in New
York, Hong Kong and London. Raises capital for funds, transactions and separate accounts.
Also provides advisory services to fund managers. Current clients include PCCP, Clarion
Partners and GreenOak Real Estate.
HFF Securities
Los Angeles
Tom Mizo
310-407-2100
Veteran team raises equity globally for funds, separate accounts and joint ventures. Past and
current clients include Bentall Kennedy, Crow Holdings, Mesa West Capital and MetLife Real
Estate Investors.
Incubation Capital
Chicago
Jonathan Glick
312-640-2774
Raises capital mostly for funds, but also for joint ventures. Also provides advisory services.
Focuses on emerging managers. Clients include Catalyst Capital, Hutensky Group and
Singerman Real Estate. Collaborates with Allegro Advisors of New York.
JLL Securities
Chicago
William Cavagnaro
212-812-6517
Launched in early 2010 by JLL’s capital-markets group. Raises capital for commingled funds
and joint ventures. Also provides real estate investment banking services.
JTP Capital
New York
Mitchell Sikora
212-792-7726
Launched last year by veteran fund-raiser Mitchell Sikora, who previously worked at MVision.
Boutique focuses on raising capital and consulting. Henry Delicata, formerly of Vanderbilt
University’s endowment, joined this year as a senior advisor.
Lazard Private Fund
Advisory
New York
William Riddle
212-632-1978
Represents real estate, buyout and venture capital funds globally. Also advises on the trading
of fund stakes in the secondary market.
Mallory Capital
Darien, Conn.
Conrad Weymann
203-655-1571
Represents real estate, buyout, venture capital, infrastructure and private equity funds. Past
clients include Forestar Group, M&G Investments and Orchard Realty. No current real estate
mandates.
Mercury Capital
New York
Alan Pardee
646-786-8052
Run by former executives of Merrill Lynch Private Equity Funds Group. Raises capital globally
for private equity, real estate and other alternative asset managers. Works on 6-8 real estate
mandates a year. One of its current clients is Invictus Capital. Recently completed fund
assignments for Limetree Capital, Madison International Realty and Normandy Real Estate.
Monument Group
Boston
Katie Parker
617-423-4700
Raises capital for private equity and real estate funds. Works with managers globally from
offices in London and Boston. Team led by 13 partners. Clients have included Beacon Capital,
Bluehouse Capital, Patron Capital and Phoenix Property Investors.
Morgan Stanley
New York
Grant Murray
212 761-5450
Helps public and private companies structure transactions. Also raises capital from U.S. and
foreign institutions. Global offices provide a range of advisory services to funds and joint
ventures. Recent clients include Beacon Capital, AEW Capital and British Land.
MVision
New York
Hussein Khalifa,
Nick Wall
212-616-6852
London advisory shop formed its real estate group five years ago. Director Nick Wall recently
opened a San Francisco office. Clients include Southern Bridge Capital.
Palladian Investment
Denver
Andy Massik
917-797-5454
Raises capital for real estate investors via its broker-dealer, Silver Leaf Partners.
Park Hill Real Estate
New York
Michael Stark
212-583-5786
One of the most active in the sector. Launched in 2005 by Blackstone’s financial-advisory
operation, which the fund giant plans to spin off in 2015. Handles real estate and
infrastructure assignments from U.S. and foreign fund operators. Also markets fund stakes in
the secondary market. Lost some big names in the past year, including co-founder Charles
Purse.
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2
October 22, 2014
Real Estate
3
ALERT
PLACEMENT
AGENTS
Firms
That Raise
Capital for Real Estate Vehicles
Sponsor
Contact
The Skinny
Park Madison Partners
New York
Nancy Lashine
212-626-6526
Solicits equity for funds, separate accounts and ongoing joint ventures. Also provides advisory
services. Recent clients include GreenOak Real Estate, Raith Capital and TriGate Capital. Cofounder Suzanne West left this summer to join investment shop AVP Advisors of Los Angeles.
Probitas Partners
San Francisco
Michael Hoffmann
415-402-0700
Raises equity for a variety of alternative funds, including buyout, venture capital and real
estate vehicles. Also markets fund stakes in the secondary market. Real estate clients have
included ARA Group, Benson Elliott and Westbrook Partners.
Shelter Rock Capital
New York
Walter Stackler
646-768-2051
Formed this spring by industry veteran Walter Stackler, who left Greenhill & Co. last year.
Solicits capital for funds, joint ventures and separate accounts. Also provides advisory
services.
Torrey Capital,
San Diego
Rana Prasad
858-366-2856
Launched in 2009 by Rana Prasad. Raises equity for commingled funds and one-off deals. Past
clients include Pathfinder Partners, Southwest Value Partners and Walton International.
Triton Pacific Capital,
Los Angeles
Robert Davis
424-442-1380
Raises capital for a variety of vehicles and strategies. Has 10 staffers in Los Angeles and New
York. Clients have included United Overseas Bank, Paladin Realty, Rockbridge Capital, Tricon
Capital and Hampshire Cos.
UBS Real Estate Private
Equity
New York
Jake Elmhirst
212-821-4680
Raises money for real estate clients. Has offices in New York and London. Team led by coheads Jake Elmhirst and James Moore in London.
XT Capital
New York
Julie Cochran
212-909-2682
Solicits capital for real estate and buyout vehicles, particularly in emerging markets.
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10/22/14

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