Zonda and Metrostudy deliver a comprehensive platform of rich data that powers the housing industry. Our data services span the full homebuilding lifecycle, from land acquisition, development and build, to new home sales and marketing—providing real-time, easy-to-use tools that inform investment decisions, mitigate risk and grow revenue for builders, developers, lenders, suppliers, retailers and manufacturers.
Allen Matkins, founded in 1977, is a California-based law firm with approximately 200 attorneys in four major metropolitan areas of California: Los Angeles, Orange County, San Diego and San Francisco. Allen Matkins' real estate attorneys are widely recognized for our expertise in real estate transactions. Our real estate group is one of the largest such departments in the nation and brings to every deal its relationships with major players in the real estate industry, including developers, brok ... (view full description)
Allen Matkins, founded in 1977, is a California-based law firm with approximately 200 attorneys in four major metropolitan areas of California: Los Angeles, Orange County, San Diego and San Francisco.
Allen Matkins' real estate attorneys are widely recognized for our expertise in real estate transactions. Our real estate group is one of the largest such departments in the nation and brings to every deal its relationships with major players in the real estate industry, including developers, brokers, buyers, sellers, governmental agencies, title companies and consultants. Our firm's depth and experience brings credibility to transactions and positions taken in negotiations.
Allen Matkins clients are local, national and international, and our representation spans the financing, development, purchase and sale, leasing, and management of all property types, including residential, multifamily, mixed-use, retail, industrial, retail, office, and hospitality. Although our offices are located in California, Allen Matkins actively represents various clients in transactions across the United States, Canada and Mexico with a significant presence throughout the Western United States including, Arizona, Nevada, Utah, Colorado, New Mexico, Washington, Oregon and Idaho.
For more information visit www.allenmatkins.com.
As part of the Finance of America family of companies, Finance of America Commercial provides rental term loans and fix-and-flip lines of credit to residential real estate investors across the country, helping borrowers overcome traditional financing hurdles and build long-term wealth through real estate investment. For more information, visit www.foacommercial.com
Expertly crafted financing solutions by Flagstar Bank for production homebuilders and residential developers. High touch service delivered by senior relationship managers, loan servicing specialists and portfolio managers with decades of experience. Flagstar Bank’s integrated business model unifies more capabilities under one roof for homebuilders than just construction and development financing: Mortgage origination offering national distribution through multiple channels The scale and nati ... (view full description)
Expertly crafted financing solutions by Flagstar Bank for production homebuilders and residential developers. High touch service delivered by senior relationship managers, loan servicing specialists and portfolio managers with decades of experience.
Flagstar Bank’s integrated business model unifies more capabilities under one roof for homebuilders than just construction and development financing:
Mortgage origination offering national distribution through multiple channels
The scale and national presence of a top 5 national warehouse lender
Commercial banking services to meet each client’s banking requirements, including commercial lines of credit, deposits and full treasury management
Visit flagstar.com then call or email the Homebuilder Finance team.
The Preeminent Lending Partner for Real Estate Investors and Developers Genesis Capital is the leading loan source for the nation’s top professional developers of residential, multi-family and mixed-use real estate. Our diversified product line and sharp, swift execution enables us to cater to a broad range of investors and developers, across multiple types of projects. We can serve your leverage needs – from large scale fix and flip operations to single family new construction as well as m ... (view full description)
The Preeminent Lending Partner for Real Estate Investors and Developers
Genesis Capital is the leading loan source for the nation’s top professional developers of residential, multi-family and mixed-use real estate.
Our diversified product line and sharp, swift execution enables us to cater to a broad range of investors and developers, across multiple types of projects. We can serve your leverage needs – from large scale fix and flip operations to single family new construction as well as multi-unit and multi-family development.
Genesis Capital - it all starts here
We are a capital partner for builders and developers of residential projects. We have been in business for over 25 years and during that time have invested over $2billion in excess of 250 projects.
Roc Capital has expanded its successful 1-4 family fix and flip lending program to include multi-family properties nationwide. This new program is targeted at smaller multi-family properties, typically those with less than 50 units, that need renovation and lease-up to stabilize rent rolls. Prior borrower experience in similar projects is required. Roc Capital is a reliable capital partner for private lenders, offering quick turnaround times and preferred financing terms for repeat borrowers wit ... (view full description)
Roc Capital has expanded its successful 1-4 family fix and flip lending program to include multi-family properties nationwide. This new program is targeted at smaller multi-family properties, typically those with less than 50 units, that need renovation and lease-up to stabilize rent rolls. Prior borrower experience in similar projects is required. Roc Capital is a reliable capital partner for private lenders, offering quick turnaround times and preferred financing terms for repeat borrowers with an active pipeline of transactions. We are NOT funding ground up construction of multifamily properties at this time.
We are a nationwide direct lender serving brokers, correspondents, and real estate investors. We help clients navigate the complexities of the market by empowering them to make more intelligent lending choices with our innovative products and powerful advisory service so they can borrow better.
Arroyo Capital is a land banker to the homebuilding industry. We provide structured lot options to experienced builders on a project specific basis, allowing them to execute their land strategy and grow. Our program addresses the industry's fundamental need to control a steady supply of land in a constrained environment, and purchase finished lots "just in time" for home construction. The strategic use of lot options helps builders increase community count while preserving capital, improving ca ... (view full description)
Arroyo Capital is a land banker to the homebuilding industry. We provide structured lot options to experienced builders on a project specific basis, allowing them to execute their land strategy and grow. Our program addresses the industry's fundamental need to control a steady supply of land in a constrained environment, and purchase finished lots "just in time" for home construction. The strategic use of lot options helps builders increase community count while preserving capital, improving cash flow, and enhancing returns on invested capital.
Balcara Group - The Company, based in Houston, is focused solely on the development of luxury single-family for-rent neighborhoods in the southern smile. The Company’s initial development project, Balcara at Balmoral, commenced in June 2019 and will consist of 163 rental homes. STAC Capital - Established in 2018, STAC focuses on model home sale leaseback transactions and lot banking in the residential sector.
Blake-Wilder Strategies (BWS) spun off of a two decade-old development company in 2014 to provide our clients with a suite of outsourced real estate acquisition services. Our services are sophisticated, proprietary and tailored to the specific needs, metrics, and mission of our clients. BWS was built to service businesses whose success and profitably is directly correlated with real estate decisions and, more pointedly, its ability to acquire premium real estate positions (leased or owned). Whil ... (view full description)
Blake-Wilder Strategies (BWS) spun off of a two decade-old development company in 2014 to provide our clients with a suite of outsourced real estate acquisition services. Our services are sophisticated, proprietary and tailored to the specific needs, metrics, and mission of our clients. BWS was built to service businesses whose success and profitably is directly correlated with real estate decisions and, more pointedly, its ability to acquire premium real estate positions (leased or owned). While in most cases real estate is not their primary function or core competency, these companies rely heavily on real estate decision to grow, scale, or even maintain their company’s profitability. Often, our clients are institutional or institutional-grade operators and cover many different spaces including food & beverage, homebuilding, private equity, medical, and retail. The firm’s clients are by invitation-only. BWS only engages with one client type in each geographic area, creating exclusivity and a fiduciary relationship to that client. Once a client has been interviewed and on boarded, BWS dedicates one of its acquisition specialists to the client and initiates BWS’s proprietary 40-point plan. The 40-point plan has been developed through 15 years of comprehensive acquisitions experience and includes a combination of traditional grassroots sourcing with leading edge technology and targeted events.
Builder Finance Inc. isn’t a traditional bank lender although our low interest rates feel like it. Every client is important to us — great customer service is waiting for you. Build one or several projects: houses, townhouses, duplexes, triplexes, or quadplexes.
As one of the top accounting, tax, and advisory firms in the United States, CohnReznick LLP combines the resources and technical expertise of a national firm with the hands-on, entrepreneurial approach that today's dynamic business environment demands. Headquartered in New York, NY, and with offices nationwide, CohnReznick’s National Commercial Real Estate Practice manages complex, high profile engagements for institutional commercial real estate buyers, sellers, owners, developers and investors ... (view full description)
As one of the top accounting, tax, and advisory firms in the United States, CohnReznick LLP combines the resources and technical expertise of a national firm with the hands-on, entrepreneurial approach that today's dynamic business environment demands. Headquartered in New York, NY, and with offices nationwide, CohnReznick’s National Commercial Real Estate Practice manages complex, high profile engagements for institutional commercial real estate buyers, sellers, owners, developers and investors. Our clients turn to us for a broad range of sophisticated financial skill sets and precise, closely coordinated teamwork. Our real estate professionals are comprised of thought leaders who understand the broadest range of accounting, tax and business issues across all sectors of the commercial real estate industry. The Firm, with origins dating back to 1919, has more than 2,800 employees including nearly 300 partners and is a member of Nexia International, a global network of independent accountancy, tax, and business advisors. For more information, visit www.cohnreznick.com
Innovative software solutions from Constellation HomeBuilder Systems empower homebuilders with information to effectively manage and grow their business. Our software helps our builders position themselves for growth, financing, acquisition, or IPO. Our customers are climbing the BUILDER 100 with Constellation as their trusted technology partner. Constellation's commitment to homebuilding software is second to none, with over 100 employees dedicated to software development and support, and c ... (view full description)
Innovative software solutions from Constellation HomeBuilder Systems empower homebuilders with information to effectively manage and grow their business. Our software helps our builders position themselves for growth, financing, acquisition, or IPO. Our customers are climbing the BUILDER 100 with Constellation as their trusted technology partner. Constellation's commitment to homebuilding software is second to none, with over 100 employees dedicated to software development and support, and constant enhancements to our solutions. Backed by Constellation Software, we are committed to homebuilders and the technology that powers them. From planning to homeowner services, we have land development software, new home sales and marketing software, production, purchasing, scheduling, accounting, warranty, electronic homeowner manuals, vendor portal solutions, and web site solutions designed exclusively for the home building industry. Constellation's product suite includes Builder360, BuildSoft Pro, BuildTopia, Conasys HomeOwner Care, FAST, G.1440, HomeDev Pro, LandDev, NEWSTAR, Sales1440.
First Continental is a Houston based private lending company that was formed in 1994 for the sole purpose of providing non-recourse lot acquisition and development financing. First Continental has closed over 850 loans totaling over $2.5 billion to finance the development of more than 65,000 lots. First Continental offers a streamlined process that allows for quick decisions and an efficient closing process.
Proven provider of acquisition and development capital to residential builders and developers Gibraltar is an alternative, non-bank capital provider to public and private homebuilders and land developers. We invest throughout the capital stack, offering customized programs to meet companies’ varying structural and strategic needs in the sourcing, acquisition, and development of land. Gibraltar has four separate capital platforms, including structured lot option facilities for home builders (i.e. ... (view full description)
Proven provider of acquisition and development capital to residential builders and developers Gibraltar is an alternative, non-bank capital provider to public and private homebuilders and land developers. We invest throughout the capital stack, offering customized programs to meet companies’ varying structural and strategic needs in the sourcing, acquisition, and development of land. Gibraltar has four separate capital platforms, including structured lot option facilities for home builders (i.e. land banking) and non-recourse loans or equity for developers. We can tailor our capital investments to meet the individual sponsor’s growth and inventory objectives through a collaborative and transparent underwriting and origination process.
GTIS Partners is a global real estate investment firm headquartered in New York with offices in Los Angeles, San Francisco, Atlanta, Sao Paulo, Brazil, Paris, France and Munich, Germany. GTIS Partners was founded in 2005 and is managed by President Tom Shapiro and Senior Managing Directors Josh Pristaw, Rob Vahradian, Tom Feldstein and Joao Teixeira. GTIS Partners has 86 employees and currently has approximately $3.6 billion of assets under management. The firm pursues opportunistic real estate ... (view full description)
GTIS Partners is a global real estate investment firm headquartered in New York with offices in Los Angeles, San Francisco, Atlanta, Sao Paulo, Brazil, Paris, France and Munich, Germany. GTIS Partners was founded in 2005 and is managed by President Tom Shapiro and Senior Managing Directors Josh Pristaw, Rob Vahradian, Tom Feldstein and Joao Teixeira.
GTIS Partners has 86 employees and currently has approximately $3.6 billion of assets under management. The firm pursues opportunistic real estate investments through direct equity investment and non-traditional lending activities. To date, the firm has committed capital to residential, retail, industrial, office, hotel and mixed-use projects in the U.S. and Brazil, and is among the largest real estate private equity companies in Brazil.
The principals of GTIS Partners have over 130 years of investment, legal, management and operations experience, which spans all major property types and geographies. By combining hands-on real estate expertise with a disciplined investment approach, GTIS Partners creates value for its investors and partners.
Holland & Knight is a global law firm with more than 1,300 lawyers and other professionals in 28 offices throughout the world. Our lawyers provide representation in litigation, business, real estate and governmental law. Interdisciplinary practice groups and industry-based teams provide clients with access to attorneys throughout the firm, regardless of location.
For 20 years, Hyphen Solutions has been creating products to fit the needs of everyone involved in the homebuilding industry. Homebuilders, suppliers, and manufacturers choose Hyphen's software products every day because our tools offer the most collaborative platform with the greatest amount of visibility on the market.
The principals of Integral Communities have experience and expertise that is a proven formula for success in the real estate development business. They spent more than a decade growing Western Pacific Housing into a western states home building and development powerhouse. Recognized as the 12th-largest homebuilder in the country, Western Pacific was later sold to D.R. Horton in excess of $1 billion in market capitalization. The next step for these five visionary real estate professionals was obv ... (view full description)
The principals of Integral Communities have experience and expertise that is a proven formula for success in the real estate development business. They spent more than a decade growing Western Pacific Housing into a western states home building and development powerhouse. Recognized as the 12th-largest homebuilder in the country, Western Pacific was later sold to D.R. Horton in excess of $1 billion in market capitalization. The next step for these five visionary real estate professionals was obvious.
This highly regarded team created Integral Communities, and positioned the company from its inception in the land entitlement and development business. Integral Communities creates new opportunities from underutilized or undeveloped parcels of land through value-added land planning. The firm employs highly disciplined and time-tested concepts for improved ways of evaluating and executing on real estate acquisitions that result in refined land development solutions that better serve the needs of communities today.
For the principals at Integral, the business model has been clear for the past decade as the company has successfully re-entitled, re-positioned and value engineered a wide and varied array of large-scale development projects. The Integral team continues to identify and bring such opportunities to completion, while adjusting to an ever-changing and challenging marketplace. Today, the Integral team is effectively positioned to deliver projects to the market, throughout California, that match the needs of today's demands, including for sale, apartment, mixed-use and residential multi-family opportunities.
Integral's focus, strategy and expertise create and provide excellent value- added ownership and development opportunities for the company and its partners. This unique philosophy and ethic keeps Integral among the leading diversified real estate development companies in the West.
KTGY Architecture + Planning, founded in 1991, is an international full-service architecture and planning firm delivering innovation, artistry and attention to detail across seven offices and studios worldwide, ensuring that our clients and communities get the best we have to offer no matter the building type or location. KTGY’s architects and planners combine big picture opportunities, modern sustainable practices and impeccable design standards to help create developments of enduring val ... (view full description)
KTGY Architecture + Planning, founded in 1991, is an international full-service architecture and planning firm delivering innovation, artistry and attention to detail across seven offices and studios worldwide, ensuring that our clients and communities get the best we have to offer no matter the building type or location. KTGY’s architects and planners combine big picture opportunities, modern sustainable practices and impeccable design standards to help create developments of enduring value. Founded by professionals who share a common belief in investing in superior, productive people with positive attitudes and encouraging a team philosophy; we are a dynamic mix of architects, planners, dreamers and doers. Artistic expression and pride of work defines the culture. However, there is more to life than work. From philanthropy to parties and field trips, there is always something going on. We take great pride in being more than a place that just does great work. We also have a great time doing it
Lima One Capital is the nation’s premier lender for residential real estate investors. We make it easy for investors to finance all of their rental properties and fix-and-flip projects. Lima One Capital is lending across 42 states and the District of Columbia. Lima One Capital is revolutionizing lending for residential real estate investors through our innovative loan products. The FixNFlip loan provides capital to investors and builders for both the purchase and construction of an investment ... (view full description)
Lima One Capital is the nation’s premier lender for residential real estate investors. We make it easy for investors to finance all of their rental properties and fix-and-flip projects. Lima One Capital is lending across 42 states and the District of Columbia.
Lima One Capital is revolutionizing lending for residential real estate investors through our innovative loan products. The FixNFlip loan provides capital to investors and builders for both the purchase and construction of an investment property. Our Rental suite of products provide options for the purchase, refinance, and cashouts of individual rental properties and rental portfolios.
We hold firm to a policy of no hidden or junk fees, close quickly, and offer our clients the most professional customer service in the industry. The Lima One Capital team has a passion for our borrowers and their entrepreneurial spirit. We love this industry because we recognize the social and economic impact that our clients have on communities and the economy as a whole. Lima One Capital is proud to play a role in this process.
With a seasoned team of real estate professionals and an investment from institutional investors, RAM has the expertise, capital and flexibility to structure the right deals for our partners, whether through pari-passu joint ventures or preferred equity structures. RAM was established to take advantage of the slow but steady recovery in the U.S. housing market and to aid homebuilders and developers in achieving their growth objectives in a capital constrained environment. With affiliated offices ... (view full description)
With a seasoned team of real estate professionals and an investment from institutional investors, RAM has the expertise, capital and flexibility to structure the right deals for our partners, whether through pari-passu joint ventures or preferred equity structures. RAM was established to take advantage of the slow but steady recovery in the U.S. housing market and to aid homebuilders and developers in achieving their growth objectives in a capital constrained environment. With affiliated offices throughout the United States, RAM has the regional expertise and market insights to structure deals that make sense for their partners.
Shopoff Realty Investments, L.P. is a real estate investment company located in Southern California. Founded in 1992 by Bill Shopoff*, Shopoff Realty Investments strategy is to increase wealth through the transformation of underutilized, undervalued or mismanaged real estate, into more attractive and valuable assets, realizing event-driven and untapped value.** Shopoff’s real estate platform focuses on the proactive repositioning of commercial properties, as well as the repurposing/entitlement o ... (view full description)
Shopoff Realty Investments, L.P. is a real estate investment company located in Southern California. Founded in 1992 by Bill Shopoff*, Shopoff Realty Investments strategy is to increase wealth through the transformation of underutilized, undervalued or mismanaged real estate, into more attractive and valuable assets, realizing event-driven and untapped value.** Shopoff’s real estate platform focuses on the proactive repositioning of commercial properties, as well as the repurposing/entitlement of land assets.
This is neither an offer to sell nor a solicitation of an offer to buy any security. Such an offer may only be made by means of an offering document that must accompany or precede this information. Past performance and/or forward looking statements are not an assurance of future results. Securities offered through Shopoff Securities, Inc. Member FINRA/SIPC.
*1992 to present as Asset Recovery Fund, Eastbridge Partners and Shopoff Realty Investments (formerly known as The Shopoff Group). William Shopoff is the founder and principal of all these entities. Performance has varied in this time frame, with certain offerings generating losses.
**There is no assurance that this strategy will meet its investment objectives.
Sound Equity is a private lender to high-volume property developers. We operate across the country, with a particular focus on the California residential market. We lend tens of millions per month by providing high-levels of customer service, loan process efficiencies, honesty, integrity, high LTVs and competitive rates.
The Concord Group is among the nation’s premier providers of real estate advisory services to leading U.S. and international developers, homebuilders, financial institutions, and public-sector agencies. Our core mission is to deliver client-focused solutions that maximize returns, minimize risk, and unlock value in assets and investments. With thousands of engagements completed in the United States, Canada, Europe, Asia, Latin America and the Caribbean, our team offers an unparalleled scope of ... (view full description)
The Concord Group is among the nation’s premier providers of real estate advisory services to leading U.S. and international developers, homebuilders, financial institutions, and public-sector agencies. Our core mission is to deliver client-focused solutions that maximize returns, minimize risk, and unlock value in assets and investments.
With thousands of engagements completed in the United States, Canada, Europe, Asia, Latin America and the Caribbean, our team offers an unparalleled scope of market insight that is both local and international. We have guided our clients in transforming real estate concepts into successful projects through all stages of the planning, entitlement, financing, development, building, and marketing process.
As recognized thought leaders, we steer clients through the challenging conditions of today’s real estate industry, while preparing them to capitalize upon the changing market dynamics of the future.
We also pride ourselves on helping our clients achieve both financial and social returns on their investments. Our strategic solutions have inspired cities to revitalize economically distressed areas, developers to build affordable andsenior housing units profitably, and financial institutions to invest in “green” construction that treads lightly on the environment.
The Concord Group has offices in Newport Beach, San Francisco, New York and Atlanta.
Tricor is a national turnkey construction operator for the Single-Family Rental Space offering end to end construction for large portfolio and institutional investors. Having worked on over 2 billion in assets for top institutional clients, Tricor is widely regarded as a premier outsourced construction provider. As a leader in the SFR build-to-rent movement; Tricor is the only national turnkey builder providing exclusively built-to-spec, proven plans, portfolio of finished lots, alternative bu ... (view full description)
Tricor is a national turnkey construction operator for the Single-Family Rental Space offering end to end construction for large portfolio and institutional investors. Having worked on over 2 billion in assets for top institutional clients, Tricor is widely regarded as a premier outsourced construction provider. As a leader in the SFR build-to-rent movement; Tricor is the only national turnkey builder providing exclusively built-to-spec, proven plans, portfolio of finished lots, alternative building materials, Highest R value in the residential space, along with a Build-for-Fee option.
Walker & Dunlop strives to be the premier commercial real estate finance company in the country by providing financing solutions and investment sales to owners of multifamily and commercial properties. As one of the largest providers of commercial real estate finance, we offer deep industry knowledge, an unparalleled team of finance professionals, broad market coverage and excellent customer service – all inside a public company with a family company culture. With Walker & Dunlop, clients receiv ... (view full description)
Walker & Dunlop strives to be the premier commercial real estate finance company in the country by providing financing solutions and investment sales to owners of multifamily and commercial properties. As one of the largest providers of commercial real estate finance, we offer deep industry knowledge, an unparalleled team of finance professionals, broad market coverage and excellent customer service – all inside a public company with a family company culture. With Walker & Dunlop, clients receive a “boutique” level of service, but with all the same resources of a large lending platform. We have over 500 professionals located in over 25 offices throughout the United States dedicated to providing our clients with the best financing available.
Our comprehensive suite of financing solutions allows us to originate loans for our own balance sheet, and investment partnerships, or for sale to Fannie Mae, Freddie Mac, HUD, life insurance companies, banks and CMBS providers. Our financing expertise, scaled lending platform and unyielding commitment to client satisfaction make Walker & Dunlop a great choice for your commercial real estate financing needs.
Best Attorneys Online: bestattorneysonline.com, a premium service provided by bestattorneysonline.com LLC, started in 2009, ranks law firms through research and evaluation to identify the most respectable and dedicated law teams in the United States. Our goal is to provide our users with a new way to locate and contact an attorney or a law firm while providing firms a way to get their image out and into the open. We advertise and provide access to the best law firms around the country and in spe ... (view full description)
Best Attorneys Online: bestattorneysonline.com, a premium service provided by bestattorneysonline.com LLC, started in 2009, ranks law firms through research and evaluation to identify the most respectable and dedicated law teams in the United States. Our goal is to provide our users with a new way to locate and contact an attorney or a law firm while providing firms a way to get their image out and into the open. We advertise and provide access to the best law firms around the country and in specific areas and also list a directory showing many opportunities for a client to get in touch with legal help. www.bestattorneysonline.com.
Anticipate New Risks and Opportunities in Real Estate Finance Every week, Commercial Mortgage Alert gives you the earliest look at oncoming dangers and money-making plays in real estate finance and securitization. The newsletter is first to identify new initiatives in the CMBS market and behind-the-scenes activities of leading market players. See for yourself -- sign up for a 3-week FREE trial subscription to Commercial Mortgage Alert. Start your free trial at CMAlert.com, or call 201-659-1700. ... (view full description)
Anticipate New Risks and Opportunities in Real Estate Finance
Every week, Commercial Mortgage Alert gives you the earliest look at oncoming dangers and money-making plays in real estate finance and securitization. The newsletter is first to identify new initiatives in the CMBS market and behind-the-scenes activities of leading market players. See for yourself -- sign up for a 3-week FREE trial subscription to Commercial Mortgage Alert. Start your free trial at CMAlert.com, or call 201-659-1700.
Get the Early Word on Property Deals and Dealmakers Every week, Real Estate Alert delivers the latest news on major commercial-property offerings, market gossip and dealmakers’ secret strategies. The newsletter gives you the intelligence you need to spot the market’s latest risks and opportunities. See for yourself -- sign up for a 3-week FREE trial subscription to Real Estate Alert. Start your free trial at REAlert.com, or call 201-659-1700.
Savvy Investor is the world’s leading knowledge network for institutional investors and their service providers. The site’s dedicated content team curate the best investment articles and white papers from across the web each day, bringing them together for your ease. The sight is split into 50 topics, with sections on Commercial Real Estate and Global Economic Outlook. We also have an investment conference directory with useful search filters. Upon signing up, each member selects wh ... (view full description)
Savvy Investor is the world’s leading knowledge network for institutional investors and their service providers. The site’s dedicated content team curate the best investment articles and white papers from across the web each day, bringing them together for your ease.
The sight is split into 50 topics, with sections on Commercial Real Estate and Global Economic Outlook. We also have an investment conference directory with useful search filters. Upon signing up, each member selects which of the topics they are most interested in, allowing us to personalize their home page and newsletter. The unique experience each member receives is directly linked to our high engagement levels – our 40,000 members download over 30,000 white papers per month, more than any comparable platform.
Registration is free, join today at www.savvyinvestor.net
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*Privacy. Any submissions, including private personal information, like names, addresses and so on, are voluntary and you waive any and all rights you have to the protection of that information. By submitting ideas, suggestions, documents or other matter ("Submissions"), you agree that: (a) the Submissions are not confidential or proprietary information; (b) IMN has no obligation to keep the submissions confidential; (c) IMN can use or disclose the Submissions for any purpose, in any way, in any media worldwide; (d) if asked, you will irrevocably assign to IMN all rights to your Submissions; and (f) you are not entitled to any compensation of any kind from IMN under any circumstances.
*Content by Becoming a User of DirectConnect: As part of obtaining registration access to DirectConnect, unless you opt out, you may receive invitations to network from other conference attendees. We may also send you emails to keep you updated on developments in the site and services. Your registration for and/or subscription to such an email service and your use of the content received through these email services will be subject to these terms. You can unsubscribe to our email service by changing your email preferences on the website.
*License. If you comply with all your obligations under this Agreement, IMN grants you a limited, revocable, nonexclusive license and right to access the Services, through a generally available web browser, mobile device or application view information and use the web pages and in accordance with this Agreement for your use only. Any other use of DirectConnect is strictly prohibited. All rights not expressly granted in this Agreement, including, without limitation, title, ownership, intellectual property rights, and all other rights are retained by IMN.
*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.
*No Linkage. You expressly agree not to link or attempt to link to this website or the web pages contained herein.
*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.
*Copyright and Trademarks. The layout of the website pages, graphics and pictures used and the collection of individual contributions are protected by copyright. All copyrights belong either to IMN, the third-party content providers or both. Either IMN or the third-party content providers own all trademarks and service marks depicted here.
*Indemnification. You agree to indemnify hold harmless and defend IMN, including our employees, officers, agents and contractors and our related entities and their employees, officers, partners, agents and contractors ("Indemnified") and continue to keep the Indemnified indemnified from and against any actions, proceedings, claims, demands, costs (on a full indemnity basis including, without limitation, reasonable legal and accounting fees) brought or made against the Indemnified by any person arising in connection with your use of the Website or content, or a breach of your representations and warranties in the Terms and Conditions of Use or this Agreement, or your violation of any of the Terms and Conditions of Use or this Agreement or any other activity in which you engage on or through, and from and against any damage, loss(whether personal or property, and whether direct or consequential, including without limitation consequential financial loss), cost or expense suffered or incurred by any Indemnified as a direct or indirect consequence thereof.
*Changes in Terms and Conditions. IMN may at any time revise the terms and conditions by which you may access the website or use IMN products or services. By using this website and IMN products and services, you agree to be bound by any such revisions and should therefore periodically visit this page to determine the then current version of this document.
*Limitation of Liability. Neither we, nor any of our suppliers, officers, employees, partners, affiliates, subsidiaries, successors and assigns, agents or representatives (our "Representatives") will be liable to you for:
(a) any incidental, punitive, indirect, special or consequential damage, loss or expenses, including but not limited to any loss of business, contracts, revenue, or profits, any business interruption, security breach, loss of data, loss of goodwill or reputation or other pecuniary loss suffered by you, even if we or any of our Representatives have been advised of their possible existence; nor? (b) any direct damage loss or expenses arising from loss of customers, loss of profits, loss of anticipated profits or loss of savings.
*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.
*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.
*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.
*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.
*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).
*Severability. If any provision of these Terms is found to be wholly or partially invalid, void or unenforceable by any court having competent jurisdiction or by virtue of any legislation or any other reason, that provision shall be invalid, void or unenforceable to that extent only and no further and the validity and enforceability of the remaining provisions of these Terms shall not be affected.
*Notices. Any notice given pursuant to these Terms shall be made by email or first class post, in the case of you, to the address provided on your registration form and, in the case of us, to the address posted on the website or otherwise notified to you in relation to any relevant service. Any such notice shall be deemed to have arrived if sent by post within three (3) days of posting and if sent by email at the time of transmission.
Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.
For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.
Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.
This Privacy Notice was updated on 23 May 2018
This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.
Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.
We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.
When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).
We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).
Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.
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Registration, Free Trials & Subscriptions
When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.
If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.
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Events & Conferences
If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.
This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.
We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.
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Advertising & Marketing
We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.
Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.
You can opt out from receiving such materials at any time.
The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).
Marketing materials are sent electronically, by post and we may occasionally call you.
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Online Targeted Advertising
We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.
We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.
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Lead Generation and Scoring
We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.
We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.
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Surveys, Market Research & Customer Feedback
We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.
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Public forums, message boards and blogs
Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.
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Business or Asset Sale
If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.
If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.
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Additional Third Party Disclosures
We may disclose your personal data to other third parties in the following situations:
- To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
- Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
- If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
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Email Tracking
We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).
Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.
We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.
We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:
- Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
- The business rationale for collection and expiry of the purpose for which personal data was collected;
- Our ongoing ability to ensure the accuracy of the data; and
- Legal and regulatory requirements.
We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.
You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.
You have certain rights in relation to your personal data which include the following:
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Access & Portability
You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.
You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.
If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.
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Rectification, Restriction, Objection
You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.
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How to Exercise Your Rights
To exercise any of these rights, please contact us by post or email at the following addresses:
Euromoney Institutional Investor PLC
8 Bouverie Street
London, EC4Y 8AX
United KingdomEmail: dataprotectionofficer@euromoneyplc.com
Web form: Complete Subject Data Request Form
We may need to check your identity prior to processing a request.
Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.
Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.
All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.
Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.
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