Greenberg Traurig, LLP (GTLaw) has more than 2,000 attorneys in 38 offices in the United States, Latin America, Europe, Asia and the Middle East and is celebrating its 50th anniversary. One firm worldwide, GTLaw has been recognized for its philanthropic giving, was named the second largest firm in the U.S. by Law360 in 2016, and among the Top 20 on the 2016 Am Law Global 100. Web: www.gtlaw.com Twitter: @GT_Law.
Juniper Square is easy-to-use, all-in-one investment management software that enables managers to raise more capital, improve investment operations, and increase investor satisfaction. Designed specifically for real estate, Juniper Square is trusted by hundreds of GPs to manage more than 14,000 investments and $800B of real estate assets.
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
DLA Piper is a global law firm with lawyers located in more than 40 countries throughout the Americas, Europe, the Middle East, Africa and Asia Pacific, positioning us to help clients with their legal needs around the world. We strive to be the leading global business law firm by delivering quality and value to our clients. We achieve this through practical and innovative legal solutions that help our clients succeed. We deliver consistent services across our platform of practices and sectors in ... (view full description)

DLA Piper is a global law firm with lawyers located in more than 40 countries throughout the Americas, Europe, the Middle East, Africa and Asia Pacific, positioning us to help clients with their legal needs around the world. We strive to be the leading global business law firm by delivering quality and value to our clients. We achieve this through practical and innovative legal solutions that help our clients succeed. We deliver consistent services across our platform of practices and sectors in all matters we undertake. Our clients range from multinational, Global 1000, and Fortune 500 enterprises to emerging companies developing industry-leading technologies. They include more than half of the Fortune 250 and nearly half of the FTSE 350 or their subsidiaries. We also advise governments and public sector bodies.
Founded in Los Angeles, in 1992, George Smith Partners, Inc. (“GSP”) is a leading, national provider of capital market services to the commercial real estate industry. Our diverse and innovative structuring expertise, vast lender knowledge and relationships, and everyday market experience, enable us to customize financing for property ranging from $3 Million to $450 Million, including debt, equity and mezzanine financing. At George Smith Partners, our culture of uncompromising diligence and ethi ... (view full description)

Founded in Los Angeles, in 1992, George Smith Partners, Inc. (“GSP”) is a leading, national provider of capital market services to the commercial real estate industry. Our diverse and innovative structuring expertise, vast lender knowledge and relationships, and everyday market experience, enable us to customize financing for property ranging from $3 Million to $450 Million, including debt, equity and mezzanine financing.
At George Smith Partners, our culture of uncompromising diligence and ethics in every transaction is paramount. Our boutique firm allows us to provide our clients with unparalleled expertise for complex deal structures.
Year-end 2018, George Smith Partners, Inc. placed over $3 billion of debt, preferred equity/mezzanine sub-debt and joint venture equity through 194 transactions. The firm’s total financings have exceeded $55 billion dollars since the formation of George Smith Financial in 1979.
Katten is a full-service law firm with nearly 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include commercial finance, corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planni ... (view full description)

Katten is a full-service law firm with nearly 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include commercial finance, corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, and trusts and estates. Katten represents public and private companies in numerous industries, including a third of the Fortune 100, as well as a number of government and nonprofit organizations and individuals. For more information, visit katten.com.
Newmark Knight Frank (NKF) is one of the world's leading commercial real estate advisory firms. With roots dating back to 1929, our strong foundation makes us one of the most trusted names in the industry. NKF prides itself on delivering the highest level of service to our clients to meet their needs and exceed their expectations. We provide a fully integrated platform of services to prominent multinational corporations and institutional investors across the globe, as well as to occupiers, o ... (view full description)

Newmark Knight Frank (NKF) is one of the world's leading commercial real estate advisory firms. With roots dating back to 1929, our strong foundation makes us one of the most trusted names in the industry. NKF prides itself on delivering the highest level of service to our clients to meet their needs and exceed their expectations. We provide a fully integrated platform of services to prominent multinational corporations and institutional investors across the globe, as well as to occupiers, owners and developers of real estate on a local, regional and national level. NKF has more than 4,600 employees in over 120 offices across the U.S. Together with London-based partner Knight Frank and independently-owned offices, NKF's 15,000 professionals operate from more than 400 offices in established and emerging property markets on six continents. NKF is operated by Newmark Group, Inc. (
Pircher, Nichols & Meeks LLP (Pircher) is widely recognized as one of the premier real estate law firms in the U.S., with a diversified practice built upon the collective knowledge of its attorneys. For more than 35 years, the firm has maintained a thriving national practice and been entrusted to provide sophisticated solutions for some of the country's most complex real estate transactions. Pircher represents many of the most well-known and active equity funds, financial institutions, real ... (view full description)

Pircher, Nichols & Meeks LLP (Pircher) is widely recognized as one of the premier real estate law firms in the U.S., with a diversified practice built upon the collective knowledge of its attorneys. For more than 35 years, the firm has maintained a thriving national practice and been entrusted to provide sophisticated solutions for some of the country's most complex real estate transactions. Pircher represents many of the most well-known and active equity funds, financial institutions, real estate companies, real estate investment trusts (REITs), pension funds and other institutional and private investors nationwide—most of which are a result of long-standing professional relationships. The firm strongly believes its people are its greatest asset and continually seeks to invest in them through ongoing education and mentorship opportunities. This intellectual capital not only sets Pircher apart, but also enables the firm to grow and build on the foundation—rooted in extensive experience and a commitment to excellence—that was established more than three decades ago.
Yardi® develops and supports industry-leading real estate management software for all types and sizes of companies, including those involved in single family housing ownership, management and investment. Yardi Voyager® Single Family Homes supports marketing, leasing, operations, accounting, asset management, maintenance, procurement, energy and more – all in a single connected solution built specifically for single family housing.
AppFolio Investment Management is a smarter, all-in-one real estate investment management software solution. The on-demand, one-login platform provides powerful and flexible tools to streamline fund management and syndication. Created by the award-winning industry professionals who launched AppFolio Property Manager, this enhanced real estate solution is designed to automate the day-to-day, increase productivity, impress investors, and accelerate growth. Product highlights include an investor ... (view full description)

AppFolio Investment Management is a smarter, all-in-one real estate investment management software solution. The on-demand, one-login platform provides powerful and flexible tools to streamline fund management and syndication. Created by the award-winning industry professionals who launched AppFolio Property Manager, this enhanced real estate solution is designed to automate the day-to-day, increase productivity, impress investors, and accelerate growth.
Product highlights include an investor portal where investors have easy, online, on-demand access 24/7 to a dashboard summarizing their investment positions, asset information, and capital invested and distributed. Managers can conveniently distribute reports, share investment performance documents, and bulk upload K-1s for investors to view at anytime, anywhere, through their portal. An efficient CRM system allows managers to track the interest level of prospective investors while communicating better with current investors, replying quickly to investment questions by having all key data right at their fingertips. Notifications are sent instantly when documents are signed and capital contributions are received. Plus, all digital information is stored safely thanks to a state-of-the-art data center that’s manned 24/7/365, ensuring all sensitive material is encrypted securely.
Automating everything into an all-in-one central online hub saves time and money, increasing productivity and mitigates risk. Modern, yet easy-to-use, the real estate investment management software streamlines day-to-day management and gives investors an impressive, personalized, self-service experience. Offering instant insights into investments builds stronger relationships and attracts and retains more investors in the long run.
Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management, and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 66 million consumer and small business clients with approximately 4,300 retail financial centers, including approximately 2,400 lendi ... (view full description)

Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management, and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 66 million consumer and small business clients with approximately 4,300 retail financial centers, including approximately 2,400 lending centers, 2,600 financial centers with a Consumer Investment Financial Solutions Advisor and 1,900 business centers; approximately 16,600 ATMs; and award-winning digital banking with nearly 38 million active users, including approximately 29 million mobile users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business owners through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and approximately 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.
Carlton Fields has more than 300 attorneys and government and financial services consultants serving clients from offices in California, Connecticut, Florida, Georgia, New York, and Washington, D.C. The firm is known for its national litigation practice, including class action defense, trial practice, white-collar representation, and high-stakes appeals; its regulatory practice; and its handling of sophisticated business transactions and corporate counseling for domestic and international client ... (view full description)

Carlton Fields has more than 300 attorneys and government and financial services consultants serving clients from offices in California, Connecticut, Florida, Georgia, New York, and Washington, D.C. The firm is known for its national litigation practice, including class action defense, trial practice, white-collar representation, and high-stakes appeals; its regulatory practice; and its handling of sophisticated business transactions and corporate counseling for domestic and international clients.
CIT’s real estate finance business, with deep industry relationships, underwriting experience and market expertise, originates and underwrites senior secured real estate transactions. Transactions are focused on experienced and well-capitalized sponsorship that require moderate leverage, a visible repayment strategy and market competitive terms and pricing. We provide financing for single properties, property portfolios and loan portfolios. CIT is a leading national bank focused on empowering bu ... (view full description)

CIT’s real estate finance business, with deep industry relationships, underwriting experience and market expertise, originates and underwrites senior secured real estate transactions. Transactions are focused on experienced and well-capitalized sponsorship that require moderate leverage, a visible repayment strategy and market competitive terms and pricing. We provide financing for single properties, property portfolios and loan portfolios.
CIT is a leading national bank focused on empowering businesses and personal savers with the financial agility to navigate their goals. CIT Group Inc. (NYSE: CIT) is a financial holding company with over a century of experience, and operates a principal bank subsidiary, CIT Bank, N.A. (Member FDIC, Equal Housing Lender).
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. We help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets — all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With more than 6 ... (view full description)

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. We help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets — all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With more than 6,100 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent, and the communities we call home.
EisnerAmper LLP is a leading full-service accounting and advisory firm. We provide audit, accounting, and tax services, as well as corporate finance, internal audit and risk management, litigation consulting, forensic accounting, and other professional advisory services to a broad range of clients across many industries. EisnerAmper’s Real Estate Services Group provides a wide array of audit, tax and advisory services to the real estate community, including REITs and real estate opportunity f ... (view full description)

EisnerAmper LLP is a leading full-service accounting and advisory firm. We provide audit, accounting, and tax services, as well as corporate finance, internal audit and risk management, litigation consulting, forensic accounting, and other professional advisory services to a broad range of clients across many industries.
EisnerAmper’s Real Estate Services Group provides a wide array of audit, tax and advisory services to the real estate community, including REITs and real estate opportunity funds. Beyond traditional services, we provide cost segregation, real estate forensics, transaction consulting, hospitality advisory, due diligence for acquisitions, analysis of investment opportunities, and operational consulting services, among others.
The firm has a dedicated Real Estate Private Equity practice, supporting real estate private equity and opportunity funds in complex matters, such as navigating operating agreements, waterfall provisions and specific investor-ownership issues. EisnerAmper Real Estate Private Equity specialists have worked in all segments of the industry, including commercial, residential, hospitality, mixed use, industrial and retail properties. They understand the intricacies of these funds and, accordingly, provide specialized services to mitigate challenges and leverage opportunities.
As a leading service provider for financial service companies as well as family offices, EisnerAmper is also uniquely positioned to create synergies that help our real estate clients grow their businesses. For more information, please visit eisneramper.com/RE or eisneramper.com/REPE.
Attorney Advertising. Prior results do not guarantee a similar outcome. Gibson, Dunn & Crutcher LLP is a leading international law firm that advises clients on significant transactions and disputes around the world. Known for excellence in the practice of law, Gibson Dunn consistently ranks among the world’s top law firms in industry surveys and major publications. The firm is distinctively positioned in today’s global marketplace with more than 1,200 lawyers in 20 offices: Beijing, Brussels, Ce ... (view full description)

Attorney Advertising. Prior results do not guarantee a similar outcome. Gibson, Dunn & Crutcher LLP is a leading international law firm that advises clients on significant transactions and disputes around the world. Known for excellence in the practice of law, Gibson Dunn consistently ranks among the world’s top law firms in industry surveys and major publications. The firm is distinctively positioned in today’s global marketplace with more than 1,200 lawyers in 20 offices: Beijing, Brussels, Century City, Dallas, Denver, Dubai, Frankfurt, Hong Kong, Houston, London, Los Angeles, Munich, New York, Orange County, Palo Alto, Paris, San Francisco, São Paulo, Singapore, and Washington, D.C.
Green Street Advisors is an industry leader in real estate and real estate investment trust (REITs) research and advisory services for over 30 years. Our dedicated research professionals generally cover far fewer companies per researcher than is typical for a securities firm. This specialization, coupled with our independence, allows for exceptionally detailed and timely analytical work while avoiding the conflicts of interest. Our firm employs over 40 research professionals covering over 12 ... (view full description)

Green Street Advisors is an industry leader in real estate and real estate investment trust (REITs) research and advisory services for over 30 years. Our dedicated research professionals generally cover far fewer companies per researcher than is typical for a securities firm. This specialization, coupled with our independence, allows for exceptionally detailed and timely analytical work while avoiding the conflicts of interest.
Our firm employs over 40 research professionals covering over 120 publicly-traded REITs and all major real estate sectors in North America and Europe. Our mission is to provide unparalleled insight, advice, and service to knowledgeable investors looking to execute the best possible public and private real estate capital allocation decisions. View our proven track record here: http://www.greenstreetadvisors.com/about/trackrecord/
Green Street’s North American headquarters is in Newport Beach, California, and our affiliate, Green Street Trading, is in Dallas, Texas. Green Street's European headquarters and trading desk are located in London.
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.
KPMG is one of the world’s leading professional services firms and the fastest growing Big Four accounting firm in the United States. With 90 offices and more than 29,000 employees and partners throughout the US, we’re leading the industry in new and exciting ways. Our size and strength make us much more agile and responsive to changing trends.
Latham & Watkins is a leading global law firm with more than 2,600 lawyers in its offices located in Asia, Europe, the Middle East and the United States. The firm has internationally recognized practices in a wide spectrum of transactional, litigation, corporate and regulatory areas. Our success is grounded in our devotion to the collaborative process, which reaches across global offices and practices and draws upon our deep subject matter expertise, an abiding commitment to teamwork and a power ... (view full description)

Latham & Watkins is a leading global law firm with more than 2,600 lawyers in its offices located in Asia, Europe, the Middle East and the United States. The firm has internationally recognized practices in a wide spectrum of transactional, litigation, corporate and regulatory areas. Our success is grounded in our devotion to the collaborative process, which reaches across global offices and practices and draws upon our deep subject matter expertise, an abiding commitment to teamwork and a powerful tradition of creative lawyering.
Moss Adams is a fully integrated professional services firm dedicated to assisting clients with growing, managing, and protecting prosperity. With more than 3,200 professionals and staff across more than 25 locations in the West and beyond, we work with many of the world’s most innovative companies and leaders. Our strength in the middle market enables us to advise clients at all intervals of development—from start-up, to rapid growth and expansion, to transition.
Ohana Real Estate Investors, LLC (OREI) is a hospitality-focused investment, development, and management group. We are a passionate team energized by finding new ways to create value, continually seeking to raise the bar. We believe that the best approach is a collaborative one, pooling diverse perspectives across five key areas: asset management, development, investments, sales & marketing, and finance & administration. Our deep and broad expertise supports our commitment to realizing t ... (view full description)

Ohana Real Estate Investors, LLC (OREI) is a hospitality-focused investment, development, and management group. We are a passionate team energized by finding new ways to create value, continually seeking to raise the bar. We believe that the best approach is a collaborative one, pooling diverse perspectives across five key areas: asset management, development, investments, sales & marketing, and finance & administration. Our deep and broad expertise supports our commitment to realizing the full potential of our properties and serving the best interests of our investors and partners. Our portfolio currently includes Montage Beverly Hills, Montage Deer Valley, Montage Los Cabos, and Maravilla Los Cabos, a private residential community, as well as undeveloped properties in Kauai, HI and Healdsburg, CA. In addition to the real estate assets, Ohana’s portfolio includes targeted investments in mezzanine debt secured by luxury hotel assets.
Since 1972, Phoenix American has focused on serving the needs of the alternative investment fund industry. The company offers an end-to-end fund operations suite including: fund accounting, fund administration, transfer agency, 1099/K-1 production, sales and compliance reporting and printing & fulfillment services specifically designed for alternative investments. Gus Constantin, Chairman and Chief Executive Officer, founded Phoenix American as an equipment leasing fund sponsor in Marin Coun ... (view full description)

Since 1972, Phoenix American has focused on serving the needs of the alternative investment fund industry. The company offers an end-to-end fund operations suite including: fund accounting, fund administration, transfer agency, 1099/K-1 production, sales and compliance reporting and printing & fulfillment services specifically designed for alternative investments. Gus Constantin, Chairman and Chief Executive Officer, founded Phoenix American as an equipment leasing fund sponsor in Marin County, California. From the company’s origins as a fund sponsor, advanced technology platforms and operation procedures were developed and perfected that now make Phoenix American a premier back office service provider for alternative funds. Today, Phoenix American has offices in California, New Hampshire, Great Britain, Ireland, India and Cuba. The company is an SEC registered transfer agent and provides a complete range of SOC 1, Type II audited back office outsourcing services performed by experienced operations staff trained in accord with Securities Transfer Association (STA) guidelines. Services include: fund administration, fund accounting, transfer agency, tax services, sales reporting, investor accreditation, CRM solutions, phone team support, printing and fulfillment. Phoenix American also provides administration and accounting services for securitization funds and is an industry leader in the commercial aircraft category. Phoenix American clients include Hedge Funds, Private Equity, Venture Capital, Non-Traded REITs, BDCs, Securitization Funds, Commodity Pool Operators and Equipment Leasing Funds. The company provides services and consultation for every structure of alternative investment including: 506b funds, 506c funds, Regulation A+, Regulation D, 40 Act Funds, registered public offerings, private funds and Limited Partnerships.
RAF Pacifica Group is a privately held, full-service commercial real estate investment firm that acquires, owns, and develops industrial and office properties throughout San Diego County. The firm is spearheaded by Adam Robinson, who was previously a principal of SR Commercial where he directed the firm’s acquisition of 68 properties totaling approximately two million square feet and more than $250 million in commercial properties. With Adam Robinson, Steve Leonard, and Matt Burton at the ... (view full description)

RAF Pacifica Group is a privately held, full-service commercial real estate investment firm that acquires, owns, and develops industrial and office properties throughout San Diego County. The firm is spearheaded by Adam Robinson, who was previously a principal of SR Commercial where he directed the firm’s acquisition of 68 properties totaling approximately two million square feet and more than $250 million in commercial properties. With Adam Robinson, Steve Leonard, and Matt Burton at the helm, RAF Pacifica Group oversees a portfolio of 2.65 million square feet of real estate, with a niche focus in office and industrial product. The firm has an additional one million square feet of speculative development in the pipeline over the next 24 months, and continues to actively seek value-add investment and ground-up development opportunities in San Diego County
ACORE Capital is one of the largest-scale private debt lenders in the US, focused on transitional commercial real estate debt. An SEC registered Investment Advisor with $15.7 billion of AUM in real estate credit strategies1, ACORE has 90+ professionals in offices in New York, Los Angeles, San Francisco, and Dallas. With originations in excess of $5 billion annually, ACORE targets loans from $30 million to $300+ million. www.acorecapital.com 1“Assets under management” are comprised of a numb ... (view full description)

ACORE Capital is one of the largest-scale private debt lenders in the US, focused on transitional commercial real estate debt. An SEC registered Investment Advisor with $15.7 billion of AUM in real estate credit strategies1, ACORE has 90+ professionals in offices in New York, Los Angeles, San Francisco, and Dallas. With originations in excess of $5 billion annually, ACORE targets loans from $30 million to $300+ million.
www.acorecapital.com
1“Assets under management” are comprised of a number of components, including certain subordinate debt investments and capital commitments related thereto, a whole loan facility commitment, and certain other whole loan investments and senior debt investments. Certain assets under management are managed on a non-discretionary basis for an institutional investor, while others are managed on a discretionary basis for other institutional investors. Figures include both funded and committed unfunded amounts, as of 9.30.19.
Allen Matkins, founded in 1977, is a California-based law firm with more than 200 attorneys in four major metropolitan areas of California: Los Angeles, Orange County, San Diego, and San Francisco. The firm's areas of focus include real estate, construction, land use, environmental and natural resources; corporate and securities, real estate and commercial finance, bankruptcy, restructurings and creditors' rights, joint ventures and tax; labor, employment; and trials, litigation, risk managemen ... (view full description)

Allen Matkins, founded in 1977, is a California-based law firm with more than 200 attorneys in four major metropolitan areas of California: Los Angeles, Orange County, San Diego, and San Francisco. The firm's areas of focus include real estate, construction, land use, environmental and natural resources; corporate and securities, real estate and commercial finance, bankruptcy, restructurings and creditors' rights, joint ventures and tax; labor, employment; and trials, litigation, risk management and alternative dispute resolution in all of these areas. Allen Matkins is located on the web at www.allenmatkins.com.
Alpha Wave Investors is a private investment platform. Alpha Wave’s strategy is to create superior investor returns through well-timed, well-priced investments in businesses where clear upside is achievable through competitive repositioning, operational efficiencies, and price rationalization. Founded in 2015, Alpha Wave’s name is indicative of the company’s philosophy. Alpha is synonymous with superior returns through insightful investing, while Wave reflects the cyclical natu ... (view full description)

Alpha Wave Investors is a private investment platform. Alpha Wave’s strategy is to create superior investor returns through well-timed, well-priced investments in businesses where clear upside is achievable through competitive repositioning, operational efficiencies, and price rationalization. Founded in 2015, Alpha Wave’s name is indicative of the company’s philosophy. Alpha is synonymous with superior returns through insightful investing, while Wave reflects the cyclical nature of the businesses in which we invest. Alpha Wave’s principal objective is to consistently generate superior risk-adjusted investor returns. Alpha Wave’s strategy is to make cycle-appropriate, value-driven investments where clear upside may be achieved through hands-on management, competitive repositionings, operational efficiencies and price rationalization.
An increasing number of top asset managers, lenders and family offices around the globe choose Alter Domus as their partner of choice. Whether you manage a small stand-alone fund with a limited number of investments or a large multi-billion dollar buyout fund with a complex stream of investments in multiple jurisdictions, we understand your world. Thanks to our deep knowledge of the alternative investment industry, we know first-hand the complex technical and operational challenges you face. Our ... (view full description)

An increasing number of top asset managers, lenders and family offices around the globe choose Alter Domus as their partner of choice.
Whether you manage a small stand-alone fund with a limited number of investments or a large multi-billion dollar buyout fund with a complex stream of investments in multiple jurisdictions, we understand your world. Thanks to our deep knowledge of the alternative investment industry, we know first-hand the complex technical and operational challenges you face.
Our vertically integrated approach provides you with solutions across the entire value chain of investment structures, from middle office support at fund level, all the way down to local special purpose vehicles and property companies. At any stage, our talent pool of over 2,200 employees apply their expertise and leverage our cutting-edge technology to put you ahead of the game and let you stay focused on your core activities.
We offer you a comprehensive range of services spanning fund administration, corporate services, agency services, CLO collateral administration, credit and structured product services, depositary services, transfer pricing, wealth administration, domiciliation, and management company services, thus providing you an easier, faster and more streamlined process.
Whether you are a local or a global player, thanks to our international network of 40 offices and desks, we are where you need us to be.
Amherst is a leading real estate investment and advisory firm with a long track record in helping our clients understand risks and opportunities through data-driven solutions for investing, trading and analysis. Over our firm’s 20 year history, we have accumulated the most robust real estate data set in the world. Paired with our proprietary technology and analytic capabilities, we synthesize and battle-test our data to deliver strategic advantages to our clients in the form of actionable invest ... (view full description)

Amherst is a leading real estate investment and advisory firm with a long track record in helping our clients understand risks and opportunities through data-driven solutions for investing, trading and analysis. Over our firm’s 20 year history, we have accumulated the most robust real estate data set in the world. Paired with our proprietary technology and analytic capabilities, we synthesize and battle-test our data to deliver strategic advantages to our clients in the form of actionable investment recommendations based on solid fundamentals and relative value analysis.
Aptitude is a well respected niche real estate development firm. With a concentrated focus on student housing, Aptitude has been consistently delivering significant returns to its investors through an ornate ability to find and create value in land identification and acquisitions, the design and approvals process, and ultimately construction management.
Baceline Investments is a premier private real estate investment and management company that believes in strengthening America’s Heartland communities. We do this by building quality relationships with key stakeholders through a strategic approach to commercial real estate investing. By acquiring and revitalizing neighborhood shopping centers in value-rich markets, Baceline creates opportunity for growth and success. Communities, investors, and tenants have benefited from Baceline’s experience ... (view full description)

Baceline Investments is a premier private real estate investment and management company that believes in strengthening America’s Heartland communities. We do this by building quality relationships with key stakeholders through a strategic approach to commercial real estate investing. By acquiring and revitalizing neighborhood shopping centers in value-rich markets, Baceline creates opportunity for growth and success.
Communities, investors, and tenants have benefited from Baceline’s experience and expertise in commercial real estate investing since 2003. Our ability to find valuable real estate opportunities in Heartland markets has had a dramatic and positive impact for all of our partners.
Stronger relationships mean better investment returns because we can truly align investment strategies with opportunities.
Baceline’s approach centers around the individual, not an account number. We’re real people, and we value the opportunity to help understand our stakeholders and their investment goals.
We utilize a straightforward acquisition, leasing, and disposition process for all of our properties. Our in-house property management and leasing teams are dedicated to serving the needs of the businesses that fill our properties.
Baker Tilly is a leading advisory, tax and assurance firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. Headquartered in Chicago, Baker Tilly, and its affiliated entities, have operations in North America, South America, Europe, Asia and Australia. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, wit ... (view full description)

Baker Tilly is a leading advisory, tax and assurance firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. Headquartered in Chicago, Baker Tilly, and its affiliated entities, have operations in North America, South America, Europe, Asia and Australia. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 34,000 professionals. The combined worldwide revenue of independent member firms is $3.6 billion.
Bryan Cave Leighton Paisner brings enduring value to client relationships. By combining the practice experience, industry knowledge and market connections of more than 1,400 lawyers in North America, Europe, the Middle East and Asia, with our recognized leadership in applying legal service and technology innovation, we deliver commercial advantage to clients.
Founded in 2004, CA Ventures is a real estate investment, development and management firm focused exclusively on creating and maximizing real estate investment value. While initially focused on student housing, CA Ventures’ service offering expanded quickly in response to client requirements and currently includes investment and acquisition support, development and renovation, equity and debt sourcing, and asset management services in multi-family residential, senior living, industrial, of ... (view full description)

Founded in 2004, CA Ventures is a real estate investment, development and management firm focused exclusively on creating and maximizing real estate investment value. While initially focused on student housing, CA Ventures’ service offering expanded quickly in response to client requirements and currently includes investment and acquisition support, development and renovation, equity and debt sourcing, and asset management services in multi-family residential, senior living, industrial, office, and retail & hospitality. CA Ventures serves as the umbrella structure for the CA family of companies, including CA Student Living, CA Residential, CA Senior Living, CA Industrial, CA Office, CA Hospitality, CA International, and CA Asset Services. CA’s robust infrastructure marries centralized systems and management expertise with localized operational expertise. CA has a dedicated and skilled management team with significant experience in financing, acquiring, developing and managing. The management team combines comprehensive institutional real estate investment knowledge with local experience and a proven track record. The ability to target the right opportunities and maximize asset value through a comprehensive property management and leasing plan distinguishes CA from other owners, operators and developers.
CALCAP is a real estate investment company founded in 2008 and headquartered in Pasadena, CA. We sponsor alternative real estate investment opportunities for individual and institutional investors. Since inception CALCAP has raised over $334MM from 330+ investors and is currently managing over $312MM in assets. A highly selective and disciplined investor, CALCAP has been able to provide investors with outstanding returns over the past 10 years. Our core strategies a ... (view full description)

CALCAP is a real estate investment company founded in 2008 and headquartered in Pasadena, CA. We sponsor alternative real estate investment opportunities for individual and institutional investors. Since inception CALCAP has raised over $334MM from 330+ investors and is currently managing over $312MM in assets. A highly selective and disciplined investor, CALCAP has been able to provide investors with outstanding returns over the past 10 years. Our core strategies actively create alpha for high net worth individual and institutional investors.
CALCAP’s businesses include asset management, property management, and business purpose real estate lending. Focused on demographically driven housing solutions, CALCAP is well positioned to take advantage of key demographic shifts that continue to forecast robust rental housing demand. Today CALCAP owns and manages 3038 housing units across 7 states and originates over $100MM in business purpose real estate loans annually.
In addition to traditional LLC’s, we also offer- The CALCAP Income Fund I, a debt fund that is approved on both Schwab, Fidelity’s and TD’s Alternative Investment Platforms. Our fund clients consist of RIAs, Family Offices and high net worth investors looking for income that is tied to low loan to value business purpose real estate loans, with no leverage and a short lock up period.
Please check out our website and hyper-link to our fund.
California Bank & Trust has been helping Californians and their businesses grow and prosper for more than 60 years. Today, it is among California’s leading banks with more than $11 billion in assets and nearly 100 branch offices located throughout the state. A division of Zions Bancorporation, N.A. (NASDAQ: ZION), CB&T has been voted “Best Bank” by the San Diego Union Tribune for eight consecutive years, and “Best Commercial Bank” for five years in a row. Re ... (view full description)

California Bank & Trust has been helping Californians and their businesses grow and prosper for more than 60 years. Today, it is among California’s leading banks with more than $11 billion in assets and nearly 100 branch offices located throughout the state. A division of Zions Bancorporation, N.A. (NASDAQ: ZION), CB&T has been voted “Best Bank” by the San Diego Union Tribune for eight consecutive years, and “Best Commercial Bank” for five years in a row. Readers of The Orange County Register have also voted CB&T as the county’s “Best Bank” for five consecutive years; and the group has consistently won the Greenwich Excellence Awards for achievement in Middle-Market and Small Business. CB&T provides a full array of financial solutions for businesses and individuals, including commercial banking, business banking, small business lending, treasury management, international banking and wealth management. Its experienced and professional bankers are backed by major resources yet maintain local decision-making authority and regional market and industry expertise. Each is committed to providing clients with valuable economic insights and connecting them with the beneficial business relationships they need in order to succeed. To learn more, visit www.calbanktrust.com.
From smartphones to connected cars, location data is changing the way we live and the way we run businesses. Everything happens somewhere, but visualizing data to see where things are isn’t the same as understanding why they happen there. CARTO is the world’s leading Location Intelligence platform, enabling organizations to use spatial data and analysis for more efficient delivery routes, better behavioural marketing, strategic store placements, and much more. Data Scientists, Develo ... (view full description)

From smartphones to connected cars, location data is changing the way we live and the way we run businesses. Everything happens somewhere, but visualizing data to see where things are isn’t the same as understanding why they happen there. CARTO is the world’s leading Location Intelligence platform, enabling organizations to use spatial data and analysis for more efficient delivery routes, better behavioural marketing, strategic store placements, and much more. Data Scientists, Developers and Analysts use CARTO to optimize business processes, and predict future outcomes through the power of Spatial Data Science.
CleanFund Commercial PACE Capital provides long-term financing for energy and water improvements to commercial properties. The Company’s flexible financing program enables property owners to invest in the latest energy and water technology with no up-front cost, increasing property cash flow and value. CleanFund’s capital is delivered through property assessed clean energy (PACE) financing, a legal framework adopted in 31 states that allows property owners to repay for building upgra ... (view full description)

CleanFund Commercial PACE Capital provides long-term financing for energy and water improvements to commercial properties. The Company’s flexible financing program enables property owners to invest in the latest energy and water technology with no up-front cost, increasing property cash flow and value. CleanFund’s capital is delivered through property assessed clean energy (PACE) financing, a legal framework adopted in 31 states that allows property owners to repay for building upgrades and new construction via a new line item on their property tax bill. Most commercial landlords are able to pass through some or all of the increased property taxes to their tenants in a true “win-win” formula for generating lasting property value. CleanFund is a direct lender focused exclusively on the commercial property sector. With its deep expertise in commercial real estate, finance and energy municipal finance, CleanFund is uniquely capable of delivering capital efficiently across all jurisdictions in the U.S. with active PACE programs.
Colony Capital, Inc. (NYSE: CLNY) is a leading global investment management firm with assets under management of $44 billion. The Company manages capital on behalf of its stockholders, as well as institutional and retail investors in private funds, non-traded and traded real estate investment trusts and registered investment companies. The Company has significant holdings in: (a) the healthcare, industrial and hospitality property sectors; (b) Colony Credit Real Estate, Inc. (NYSE: CLNC) and Nor ... (view full description)

Colony Capital, Inc. (NYSE: CLNY) is a leading global investment management firm with assets under management of $44 billion. The Company manages capital on behalf of its stockholders, as well as institutional and retail investors in private funds, non-traded and traded real estate investment trusts and registered investment companies. The Company has significant holdings in: (a) the healthcare, industrial and hospitality property sectors; (b) Colony Credit Real Estate, Inc. (NYSE: CLNC) and NorthStar Realty Europe Corp. (NYSE: NRE), which are both externally managed by subsidiaries of the Company; and (c) various other equity and debt investments. The Company is headquartered in Los Angeles with key offices in New York, Paris and London, and has over 400 employees across 17 locations in ten countries. For additional information regarding the Company and its management and business, please refer to www.clny.com.
We believe that transparency in real estate information results in more effective deal making. CompStak® is the world's first comprehensive database of commercial deal information (comps). Brokers exchange the comps they have at hand, for the specific comps they need. Residential real estate websites gather home sales comps from public records. In commercial real estate most deals are leases, and there has been no public record for lease comps . . . until now. In addition to leas ... (view full description)

We believe that transparency in real estate information results in more effective deal making.
CompStak® is the world's first comprehensive database of commercial deal information (comps). Brokers exchange the comps they have at hand, for the specific comps they need.
Residential real estate websites gather home sales comps from public records. In commercial real estate most deals are leases, and there has been no public record for lease comps . . . until now. In addition to lease comps, we now offer commercial sales comps, which allows for complete property insight.
Construction Management & Development, Inc. is a 30-year-old project management firm with offices throughout the United States and the world. CM&D offers a unique blend of project and construction management services to national and international clients, managing the construction risk within their real estate developments.
Convene (www.convene.com) designs and services premium places to work, meet and host inspiring events. Through strategic partnerships with prominent commercial landlords, Convene operates a network of hospitality-driven locations in Class A office buildings in major cities. Convene has raised $260M in equity funding to date, and has been named one of America’s 100 Most Promising Companies by Forbes and a Best Workplace by both Inc. and Fortune Magazine. ... (view full description)

Convene (www.convene.com) designs and services premium places to work, meet and host inspiring events. Through strategic partnerships with prominent commercial landlords, Convene operates a network of hospitality-driven locations in Class A office buildings in major cities. Convene has raised $260M in equity funding to date, and has been named one of America’s 100 Most Promising Companies by Forbes and a Best Workplace by both Inc. and Fortune Magazine.
CrowdStreet is the premium provider of online commercial real estate investment marketplace, technology and professional services that connects successful investors and CRE firms in order to maximize wealth. Investors can directly access institutional-quality commercial real estate offerings through CrowdStreet’s marketplace. For CRE developers and operators, CrowdStreet Connect provides a platform to manage investors and investments, and to raise capital to grow their business. For more i ... (view full description)

CrowdStreet is the premium provider of online commercial real estate investment marketplace, technology and professional services that connects successful investors and CRE firms in order to maximize wealth. Investors can directly access institutional-quality commercial real estate offerings through CrowdStreet’s marketplace. For CRE developers and operators, CrowdStreet Connect provides a platform to manage investors and investments, and to raise capital to grow their business. For more information, please visit www.crowdstreet.com.
Dalfen Industrial LLC is a leading real estate investment manager and hands-on real estate operator focused on acquiring, developing and managing industrial real estate across the U.S. Through its investment funds, separate accounts and strategic joint ventures, DI has acquired and managed over 15 millions of square feet of commercial properties. DI’s vertically integrated team, which is organized within specialized functions and leverages a multi-disciplinary approach to investment decision-mak ... (view full description)

Dalfen Industrial LLC is a leading real estate investment manager and hands-on real estate operator focused on acquiring, developing and managing industrial real estate across the U.S. Through its investment funds, separate accounts and strategic joint ventures, DI has acquired and managed over 15 millions of square feet of commercial properties. DI’s vertically integrated team, which is organized within specialized functions and leverages a multi-disciplinary approach to investment decision-making, has enabled the firm to consistently provide investors with exceptional returns across multiple market cycles. The firm’s central investment focus is on high quality, in-fill, last-mile industrial properties and fulfillment centers which are strategically located relative to consumers, businesses and key infrastructure. Dalfen Industrial’s headquarters office is located in Dallas, TX with regional offices in Orlando, Cincinnati, Atlanta and Montreal, Canada.
Duane Morris LLP, a law firm with more than 800 attorneys in offices across the United States and internationally, is asked by a broad array of clients to provide innovative solutions to today's legal and business challenges. From a partnership of four Philadelphia attorneys in 1904, the firm has grown to be among the 100 largest in the world. Duane Morris' lawyers now work out of offices in North America, Europe and Asia to address clients' issues around the globe. See the Harvard ... (view full description)

Duane Morris LLP, a law firm with more than 800 attorneys in offices across the United States and internationally, is asked by a broad array of clients to provide innovative solutions to today's legal and business challenges. From a partnership of four Philadelphia attorneys in 1904, the firm has grown to be among the 100 largest in the world. Duane Morris' lawyers now work out of offices in North America, Europe and Asia to address clients' issues around the globe. See the Harvard Business School’s second case study of the firm titled “Collaborating for Growth: Duane Morris in a Turbulent Legal Sector.” Throughout all the growth, Duane Morris always has been guided by the same principle. At the heart of the firm is a partnership, an agreement to work together in the pursuit of its clients' goals. Under the leadership of the firm's founders, and the influence of past and present chairmen, Duane Morris has embraced a culture of inclusiveness, congeniality and consensus building that is rare among law firms.
Dynamo solves front-to-back office challenges across the private investment landscape for GPs, LPs and service providers serving the alternative investment industry. Dynamo drives: client relationship management (CRM) tailored to the capital raising and investor servicing needs of private fund managers; deal & acquisition management; research management; ongoing due diligence; multi-asset portfolio reporting and analytics; as well as partnership accounting and back office outsourcing. Over 500 ... (view full description)

Dynamo solves front-to-back office challenges across the private investment landscape for GPs, LPs and service providers serving the alternative investment industry. Dynamo drives: client relationship management (CRM) tailored to the capital raising and investor servicing needs of private fund managers; deal & acquisition management; research management; ongoing due diligence; multi-asset portfolio reporting and analytics; as well as partnership accounting and back office outsourcing. Over 500 alternative fund managers and institutional investors representing over $3 trillion are Dynamo Driven.
Fairway America is a leader in the U.S. Small Balance Real Estate (SBRE) market with a deep understanding of the challenges facing SBRE sponsors each day. Since 1992, we have invested in the highly fragmented and opportunity-laden SBRE space, and as a professional SBRE sponsor and investor ourselves, expertise and discipline are our advantages. Fairway facilitates the flow of capital between informed investors and SBRE sponsors we trust. Our culture of accountability, combined with our “va ... (view full description)

Fairway America is a leader in the U.S. Small Balance Real Estate (SBRE) market with a deep understanding of the challenges facing SBRE sponsors each day. Since 1992, we have invested in the highly fragmented and opportunity-laden SBRE space, and as a professional SBRE sponsor and investor ourselves, expertise and discipline are our advantages. Fairway facilitates the flow of capital between informed investors and SBRE sponsors we trust. Our culture of accountability, combined with our “value investing” mindset, drives fanatical due diligence. We believe in competency, trust, accountability and shared values. We set the bar high for ourselves, our sponsors, and our investment performance.
FD Fund Administration provides outsourced fund administration services. Our services include fund accounting, investor servicing, financial reporting and valuation services. Our highly experienced team specializes in supporting private equity and complex real estate funds; we offer exceptional expertise servicing the unique requirements of real estate funds. FD Fund Administration is a subsidiary of Frazier & Deeter, LLC, one of the nation's largest CPA and advisory firms. FD Fund Admin ... (view full description)

FD Fund Administration provides outsourced fund administration services. Our services include fund accounting, investor servicing, financial reporting and valuation services. Our highly experienced team specializes in supporting private equity and complex real estate funds; we offer exceptional expertise servicing the unique requirements of real estate funds. FD Fund Administration is a subsidiary of Frazier & Deeter, LLC, one of the nation's largest CPA and advisory firms. FD Fund Administration is headquartered in Philadelphia, PA.
Financial Compound, a prolific commercial real estate finance broker based in Los Angeles, California has been an innovator in identifying and structuring capital markets opportunities for commercial loans. Financial Compound and its staff have closed over $4.4 billion in transactions, running the gamut from low leverage first mortgages on trophy assets, to structured debt and equity placements for properties in need of renovation, to construction and unentitled land financing. ... (view full description)

Financial Compound, a prolific commercial real estate finance broker based in Los Angeles, California has been an innovator in identifying and structuring capital markets opportunities for commercial loans. Financial Compound and its staff have closed over $4.4 billion in transactions, running the gamut from low leverage first mortgages on trophy assets, to structured debt and equity placements for properties in need of renovation, to construction and unentitled land financing.
Flagship Healthcare Properties, LLC (“Flagship”) is a fully integrated commercial healthcare real estate firm serving clients throughout the Mid-Atlantic and Southeast regions. Headquartered in Charlotte, North Carolina, Flagship offers a full range of real estate services including investment and capital solutions, development, property sales, leasing and marketing, as well as facilities, property and asset management. Flagship manages over 3.6 million square feet of healthcare real estate acro ... (view full description)

Flagship Healthcare Properties, LLC (“Flagship”) is a fully integrated commercial healthcare real estate firm serving clients throughout the Mid-Atlantic and Southeast regions. Headquartered in Charlotte, North Carolina, Flagship offers a full range of real estate services including investment and capital solutions, development, property sales, leasing and marketing, as well as facilities, property and asset management. Flagship manages over 3.6 million square feet of healthcare real estate across over 140 properties serving more than 440 tenants. The firm has developed over 1.7 million square feet of space and has acquired over 60 properties totaling more than 2 million square feet. Flagship serves as the manager of its private REIT, Flagship Healthcare Trust, Inc.
Flagship Healthcare Trust, Inc. (Flagship REIT), is a private real estate investment trust that owns clinical healthcare assets in the United States. Flagship REIT holds interest in 50 healthcare properties valued at over $400 million. Flagship REIT’s current portfolio includes more than 1.4 million square feet of medical office space and approximately 185 tenants. For further information, visit www.FlagshipHP.com.
Freedom Financial Funds (Freedom) manages private equity funds that it uses to promptly respond to the needs of real estate professionals who are seeking debt and equity capital for creating value through the construction, rehabilitation, repositioning, conversion or additions to commercial and residential properties in the western United States. With a thorough understanding of the commercial real estate business, Freedom offers clients trusted advisory roles, resources for reviewing feasib ... (view full description)

Freedom Financial Funds (Freedom) manages private equity funds that it uses to promptly respond to the needs of real estate professionals who are seeking debt and equity capital for creating value through the construction, rehabilitation, repositioning, conversion or additions to commercial and residential properties in the western United States.
With a thorough understanding of the commercial real estate business, Freedom offers clients trusted advisory roles, resources for reviewing feasibility and flexible post-closing assistance by establishing long-term relationships. The firm’s team of experts includes Michael Klein, Stanley Kafka, Minda Johnstone and Yan Lam, all principals and founding members of Freedom.
The firm uses pooled funding or managed accounts, provided by wealthy individuals, business managers, institutional investors and lines of credit provided by commercial banks, to have capital readily available.
Gamma Real Estate is a boutique commercial real estate firm based in New York City owned and operated by one of America’s dynastic real estate families with over a century of real estate experience and deep roots in the South. Business lines include Gamma Multifamily, Gamma Development, and Gamma Lending.Gamma Multifamily acquires and operates stabilized, value-add properties in the southeastern U.S., vintages range from the 1970’s to the mid 2000’s. We believe there are catalysts for steady an ... (view full description)

Gamma Real Estate is a boutique commercial real estate firm based in New York City owned and operated by one of America’s dynastic real estate families with over a century of real estate experience and deep roots in the South.
Business lines include Gamma Multifamily, Gamma Development, and Gamma Lending.
Gamma Multifamily acquires and operates stabilized, value-add properties in the southeastern U.S., vintages range from the 1970’s to the mid 2000’s.
We believe there are catalysts for steady and sustained increases in demand and appreciation for multifamily communities in the Southeast. Specifically, corporate relocations and outsized job and population growth relative to other regions in the U.S., combined with downward trending home ownership and upward trending household formation.
Properties are purchased below replacement cost, have rents below comparable properties in the submarket due to mismanagement, undercapitalization or both, and with a demographic profile that can support rent increases driven by our value-add program.
iBorrow is a West Coast-based direct lender that provides short term bridge financing of up to $25 million to commercial property owners at fixed interest rates on a non-recourse basis. iBorrow has completed more than $250 million worth of transactions and lends on all property types throughout the United States. For accredited individuals and institutions looking to diversify their investment portfolio, iBorrow offers yields of between 8-11% secured by commercial real estate on a 12-24 month lo ... (view full description)

iBorrow is a West Coast-based direct lender that provides short term bridge financing of up to $25 million to commercial property owners at fixed interest rates on a non-recourse basis. iBorrow has completed more than $250 million worth of transactions and lends on all property types throughout the United States. For accredited individuals and institutions looking to diversify their investment portfolio, iBorrow offers yields of between 8-11% secured by commercial real estate on a 12-24 month loan term basis. Visit our website at https://www.iBorrow.com for more information about our loan program.
ibr Search is a retained executive search firm able to satisfy its client's middle to senior executive talent needs across a diverse and evolving spectrum of a company's hiring needs. We employ an exclusive, customized-to-client recruiting process guided by consistent daily execution of a search plan in order to obtain the end result of a successful hire. We are committed to the commercial real estate investment space as driven by institutionally-backed investment capital and highly-entr ... (view full description)

ibr Search is a retained executive search firm able to satisfy its client's middle to senior executive talent needs across a diverse and evolving spectrum of a company's hiring needs. We employ an exclusive, customized-to-client recruiting process guided by consistent daily execution of a search plan in order to obtain the end result of a successful hire. We are committed to the commercial real estate investment space as driven by institutionally-backed investment capital and highly-entrepreneurial private equity funds.
Invesco Real Estate is a global leader in the real estate investment management business with $80.3 billion in real estate assets under management, 519 employees and 21 regional offices across the U.S., Europe and Asia (as of 06/30/19). Invesco Real Estate has been actively investing in core, value-add and opportunistic real estate strategies since 1992. Invesco Real Estate is a business name of Invesco Advisers, Inc., an indirect, wholly owned subsidiary of Invesco Ltd. Invesco Ltd. is an indep ... (view full description)

Invesco Real Estate is a global leader in the real estate investment management business with $80.3 billion in real estate assets under management, 519 employees and 21 regional offices across the U.S., Europe and Asia (as of 06/30/19). Invesco Real Estate has been actively investing in core, value-add and opportunistic real estate strategies since 1992. Invesco Real Estate is a business name of Invesco Advisers, Inc., an indirect, wholly owned subsidiary of Invesco Ltd. Invesco Ltd. is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. NYSE: IVZ; www.invesco.com.
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), Waterfall Distribution Processing, and Analytics.
JCR Capital is an alternative investment manager that provides capital solutions to middle market commercial real estate sponsors. Investing on behalf of insurance companies, public pension funds, endowments, foundations, family offices and high net worth individuals, JCR partners with sponsors whose transactions are in need of financing but are under-served by institutional capital. JCR was founded in 2006 and is managed by Jay Rollins and Maren Steinberg. Mr. Rollins and Ms. Steinberg have ... (view full description)

JCR Capital is an alternative investment manager that provides capital solutions to middle market commercial real estate sponsors.
Investing on behalf of insurance companies, public pension funds, endowments, foundations, family offices and high net worth individuals, JCR partners with sponsors whose transactions are in need of financing but are under-served by institutional capital.
JCR was founded in 2006 and is managed by Jay Rollins and Maren Steinberg. Mr. Rollins and Ms. Steinberg have worked together since 1992, managing capital throughout several real estate cycles and investing approximately $2.4 billion in nearly 400 transactions.
Kennedy Wilson (NYSE:KW) is a global real estate investment company. We own, operate, and invest in real estate on our own and through our investment management platform. We focus on multifamily and commercial properties located in the Western U.S., U.K., Ireland, Spain, Italy and Japan. To complement our investment business, the company also provides real estate services primarily to financial services clients. For further information on Kennedy Wilson, please visit www.kennedywilson.com. ... (view full description)

Kennedy Wilson (NYSE:KW) is a global real estate investment company. We own, operate, and invest in real estate on our own and through our investment management platform. We focus on multifamily and commercial properties located in the Western U.S., U.K., Ireland, Spain, Italy and Japan. To complement our investment business, the company also provides real estate services primarily to financial services clients. For further information on Kennedy Wilson, please visit www.kennedywilson.com.
Kirkland & Ellis is a 2,700-attorney law firm representing global clients in private equity, M&A and other complex corporate transactions, litigation and dispute resolution/arbitration, restructuring, and intellectual property matters. With 15 offices across the United States, Europe and Asia, our reputation for excellence is recognized worldwide. We believe in teamwork fueled by creative solutions, and we are dedicated to providing our clients with superior results.
Loeb & Loeb is a multiservice law firm with a Real Estate Finance Practice widely recognized for its experience representing virtually all types of lenders and borrowers in a wide range of financing and servicing arrangements for the acquision, sale, construction and development of commercial, multifamily and hotel properties across the U.S. We represent numerous foreign and domestic lenders, including pension funds, commercial banks, private equity funds, mortgage servicers, insurance companies ... (view full description)

Loeb & Loeb is a multiservice law firm with a Real Estate Finance Practice widely recognized for its experience representing virtually all types of lenders and borrowers in a wide range of financing and servicing arrangements for the acquision, sale, construction and development of commercial, multifamily and hotel properties across the U.S. We represent numerous foreign and domestic lenders, including pension funds, commercial banks, private equity funds, mortgage servicers, insurance companies, and real estate investments trusts, delivering the range of experience needed to structure, negotiate and close complex and traditional options for real esate financing and investments.
Lombard International is a leading life insurance-based wealth solutions provider, combining the strength and expertise of two specialist life insurance companies with over 25 years’ experience and market leadership in their respective fields. Lombard International provides wealth structuring solutions using private placement life insurance and annuity products to high net worth individuals and their families around the globe. For Non-U.S. Institutions, we use similar products to pro ... (view full description)

Lombard International is a leading life insurance-based wealth solutions provider, combining the strength and expertise of two specialist life insurance companies with over 25 years’ experience and market leadership in their respective fields. Lombard International provides wealth structuring solutions using private placement life insurance and annuity products to high net worth individuals and their families around the globe. For Non-U.S. Institutions, we use similar products to provide efficient and effective solutions to block ECI, FIRPTA and Branch Profits Tax on their U.S. investments. The global group, Lombard International, launched to market in September 2015. With head offices in Luxembourg, Philadelphia, and serving over 20 markets across the United States, Europe, Asia and Latin America, we are able to provide multi-jurisdictional wealth planning solutions on a global basis with a deep understanding of local cultures and attitudes.
Forget everything you thought you knew about law firms. We’re smashing the paradigm with a new kind of enterprise—one that provides legal services, advocacy and business strategies under one roof. After 50 years, we’re still the future of law firms. Attorney Advertising. Prior results do not guarantee a similar outcome.
Marcus & Millichap was founded in 1971 with the goal of being a new kind of company – one driven by long-term relationships and built on a culture of collaboration. We focus on bringing together specialized market knowledge, the industry's leading brokerage platform and exclusive access to inventory to achieve exceptional results for our clients, year after year. Today, we are the industry’s largest firm specializing in real estate investment sales and financing, with over 80 ... (view full description)

Marcus & Millichap was founded in 1971 with the goal of being a new kind of company – one driven by long-term relationships and built on a culture of collaboration. We focus on bringing together specialized market knowledge, the industry's leading brokerage platform and exclusive access to inventory to achieve exceptional results for our clients, year after year. Today, we are the industry’s largest firm specializing in real estate investment sales and financing, with over 80 offices and nearly 2,000 investment sales and financing professionals throughout the United States and Canada.
Marks Paneth LLP is a premier accounting firm with origins dating back to 1907. With a team of nearly 700 professionals, the firm provides a full range of audit, accounting, tax and consulting services, with specialties in international tax, forensic accounting, litigation support, family office and financial advisory services. Marks Paneth professionals deliver expert knowledge in a wide range of industries, including real estate, hospitality and restaurants; nonprofit, government and healthcar ... (view full description)

Marks Paneth LLP is a premier accounting firm with origins dating back to 1907. With a team of nearly 700 professionals, the firm provides a full range of audit, accounting, tax and consulting services, with specialties in international tax, forensic accounting, litigation support, family office and financial advisory services. Marks Paneth professionals deliver expert knowledge in a wide range of industries, including real estate, hospitality and restaurants; nonprofit, government and healthcare; manufacturing, wholesale and distribution; theater, media and entertainment; high-net-worth; and financial and professional services. The firm offers expanded resources through its membership in Morison KSi Ltd., a global association of professional service firms serving clients’ cross-border accounting, tax and consulting needs. Headquartered in New York City, with offices in major markets throughout the East Coast, Marks Paneth is ranked by Accounting Today among the 50 largest accounting firms in the nation and the top 10 in the Mid-Atlantic Region. For more information, visit www.markspaneth.com.
Marsh uses a team approach to address our clients' risk management and insurance needs. Each client relationship is coordinated by a client executive, who draws from our many industry and risk specialties to assemble the resources to analyze, measure, and help manage multiple risks. To further support our clients' strategic, operational, and risk management goals, we provide consulting, brokerage, and claims advocacy services through dedicated global risk specialties and industry practices. Our ... (view full description)

Marsh uses a team approach to address our clients' risk management and insurance needs. Each client relationship is coordinated by a client executive, who draws from our many industry and risk specialties to assemble the resources to analyze, measure, and help manage multiple risks.
To further support our clients' strategic, operational, and risk management goals, we provide consulting, brokerage, and claims advocacy services through dedicated global risk specialties and industry practices. Our colleagues apply deep experience and knowledge of clients' industries to provide broad-based risk coverage and reduce our clients’ total cost of risk.
MCA Realty is a full service real estate investment and management company specializing in office, industrial and retail properties throughout the western United States. The goal of our company is to identify commercial real estate investment opportunities and execute value creation strategies that maximize returns to our investors. MCA Realty's core values include creativity, transparency and an unsurpassed level of integrity. Led by industry veterans, MCA's principals have successfully naviga ... (view full description)

MCA Realty is a full service real estate investment and management company specializing in office, industrial and retail properties throughout the western United States. The goal of our company is to identify commercial real estate investment opportunities and execute value creation strategies that maximize returns to our investors. MCA Realty's core values include creativity, transparency and an unsurpassed level of integrity. Led by industry veterans, MCA's principals have successfully navigated through the full spectrum of market conditions and pride themselves in building and maintaining strong relationships with their partners.
McGuireWoods, one of the world’s leading law firms, has earned the loyalty of its many longstanding clients with deep and broad legal experience; a passion for understanding their businesses and markets; innovative delivery of practical, business-minded solutions; and unmatched service. With 1,100 lawyers in 21 offices worldwide, McGuireWoods’ continuing success comes down to one simple fact: The firm listens to its clients. That’s the reason they consistently place McGuireWood ... (view full description)

McGuireWoods, one of the world’s leading law firms, has earned the loyalty of its many longstanding clients with deep and broad legal experience; a passion for understanding their businesses and markets; innovative delivery of practical, business-minded solutions; and unmatched service. With 1,100 lawyers in 21 offices worldwide, McGuireWoods’ continuing success comes down to one simple fact: The firm listens to its clients. That’s the reason they consistently place McGuireWoods among a select group of elite firms in surveys such as BTI Consulting’s Client Service A-Team, an annual ranking derived from unprompted feedback by general counsel and top decision-makers at Fortune 1,000 companies. This year marks the 13th time McGuireWoods has been singled out for excellence on BTI’s Client Service 30 list. In addition, BTI named McGuireWoods to its 2018 Most Recommended Law Firms list — a rare distinction based on input from corporate counsel willing to bet their reputations when recommending specific firms to their peers. McGuireWoods is one of only 10 firms to appear on the list for more than 15 consecutive years.
We are Morrison & Foerster—a global firm of exceptional credentials in many areas. We collaborate across a network of 17 offices located in key technology and financial centers in the United States, Asia, and Europe. Our clients include some of the largest financial institutions, investment banks, Fortune 100, and technology and life sciences companies. We’ve been included on the American Lawyer’s A-List for 14 years, and Fortune named us one of the “100 Best Companies to Work For.” Our lawyers ... (view full description)

We are Morrison & Foerster—a global firm of exceptional credentials in many areas. We collaborate across a network of 17 offices located in key technology and financial centers in the United States, Asia, and Europe. Our clients include some of the largest financial institutions, investment banks, Fortune 100, and technology and life sciences companies. We’ve been included on the American Lawyer’s A-List for 14 years, and Fortune named us one of the “100 Best Companies to Work For.” Our lawyers are committed to achieving innovative and business-minded results for our clients, while preserving the differences that make us stronger.
NES Financial is a Specialty Financial Administrator which serves sectors characterized by high administrative complexity, increased transaction security needs, and challenging regulatory compliance requirements. The company’s purpose-built solutions streamline the administrative processes of these markets — simplifying specialized financial transactions, curtailing fraud and abuse and ensuring the utmost in security, transparency and regulatory compliance through each step of an investment’s li ... (view full description)

NES Financial is a Specialty Financial Administrator which serves sectors characterized by high administrative complexity, increased transaction security needs, and challenging regulatory compliance requirements. The company’s purpose-built solutions streamline the administrative processes of these markets — simplifying specialized financial transactions, curtailing fraud and abuse and ensuring the utmost in security, transparency and regulatory compliance through each step of an investment’s life cycle.
With its Silicon Valley DNA, proprietary fintech platform and over 15 years of specialty financial administration leadership, NES Financial has defined best practices in each of the markets it serves — from 1031 exchanges and EB-5 visa funding, to private equity and the landmark Opportunity Zones program. Today, NES Financial services more than 290 funds, administers over $20B annually, and has worked with more than 700 EB-5 projects. For more information, visit nesfinancial.com.
Noble Street Advisors is a consulting services firm specializing in the Advisory ARTS©. We work in tandem with or in-lieu of your CFO or Controller to find efficient and cost effective Accounting, Reporting and Technology Solutions for your Company. Noble Street Advisors, LLC was founded in 2014 to provide advisory business solutions to companies with constrained resources. We specialize in servicing clients in developing efficient and cost effective solutions in the areas of Accounting, Report ... (view full description)

Noble Street Advisors is a consulting services firm specializing in the Advisory ARTS©. We work in tandem with or in-lieu of your CFO or Controller to find efficient and cost effective Accounting, Reporting and Technology Solutions for your Company.
Noble Street Advisors, LLC was founded in 2014 to provide advisory business solutions to companies with constrained resources. We specialize in servicing clients in developing efficient and cost effective solutions in the areas of Accounting, Reporting & Technology. Or what we refer to as the Advisory ARTS!
Our team is comprised of Big Four CPAs that have public accounting experience. What separates us from other advisory service firms is our clock building approach. We will propose solutions that withstand the test of time and not just give you answers that satisfy today's needs. Our expertise comes from establishing and managing financial planning & analysis (FP&A) and technology departments at various public and private companies. It is with this combination that we are able to help businesses understand, strategize and optimize financial accounting and reporting solutions that may already exist within their current resources.
No matter the size of the company, whether you are stuck in spreadsheets or just frustrated with the lack of your ERPs financial information or automation, we can help. We will work in tandem or in-lieu of your CFO or Controller to help you unlock your business potential. Let us help you bridge the gap and clear a pathway to the Advisory ARTS!
Pacific Western Bank is a commercial bank with over $26 billion in assets and 76 branches primarily located in California, with one in Denver, Colorado and another in Durham, North Carolina. Our National Lending Group provides asset-based, equipment, real estate loans and treasury management services to established middle-market businesses on a national basis. We also offer Community and Venture Banking services. For more information about Pacific Western Bank, visit www.pacwest.com. ... (view full description)

Pacific Western Bank is a commercial bank with over $26 billion in assets and 76 branches primarily located in California, with one in Denver, Colorado and another in Durham, North Carolina. Our National Lending Group provides asset-based, equipment, real estate loans and treasury management services to established middle-market businesses on a national basis. We also offer Community and Venture Banking services. For more information about Pacific Western Bank, visit www.pacwest.com.
Paul Hastings provides innovative legal solutions to many of the world’s top financial institutions and Fortune 500 companies in markets across Asia, Europe, Latin America, and the United States. We offer a complete portfolio of services to support our clients’ complex, often mission-critical needs—from structuring first-of-their-kind transactions to resolving complicated disputes to providing the savvy legal counsel that keeps business moving forward. Since the firm& ... (view full description)

Paul Hastings provides innovative legal solutions to many of the world’s top financial institutions and Fortune 500 companies in markets across Asia, Europe, Latin America, and the United States.
We offer a complete portfolio of services to support our clients’ complex, often mission-critical needs—from structuring first-of-their-kind transactions to resolving complicated disputes to providing the savvy legal counsel that keeps business moving forward.
Since the firm’s founding in 1951, Paul Hastings has grown steadily and strategically along with our clients and the markets we serve. We established successful practices in key U.S. and European cities, creating a broad network of professionals to support our clients’ ambitions. In addition, we were one of the first U.S. law firms to establish a presence in Asia, and today we continue to be a leader in the region. Over the past decade, we have significantly expanded our global network of lawyers to assist our clients in financial centers around the world, including the emerging markets of Latin America.
Today we serve our clients’ local and international business needs from offices in Atlanta, Beijing, Brussels, Century City, Chicago, Frankfurt, Hong Kong, Houston, London, Los Angeles, Milan, New York, Orange County, Palo Alto, Paris, San Diego, San Francisco, São Paulo , Seoul, Shanghai, Tokyo, and Washington, D.C.
Drawing on the firm’s dynamic, collaborative, and entrepreneurial culture, our lawyers work across practices, offices, and borders to provide innovative, seamless legal counsel—where and when our clients need us.
Raven Capital Management is a boutique, alternative investment manager that specializes in the primary origination, underwriting and management of direct asset-based investments and directly sourced debt. The Firm was founded in 2008. Raven’s objective is to generate current income for its investors through a combination of asset-based direct lending and acquisitions of cash-flowing assets across five distinct industries in which it has a high degree of expertise – receivables/intellectual prope ... (view full description)

Raven Capital Management is a boutique, alternative investment manager that specializes in the primary origination, underwriting and management of direct asset-based investments and directly sourced debt. The Firm was founded in 2008. Raven’s objective is to generate current income for its investors through a combination of asset-based direct lending and acquisitions of cash-flowing assets across five distinct industries in which it has a high degree of expertise – receivables/intellectual property, specialty finance, real estate, transportation and infrastructure. Due to its size and highly disciplined focus, Raven maintains a competitive advantage when investing in comparison to larger, more traditional credit-focused investment managers.
RED Mortgage Capital, a division of ORIX Real Estate Capital (OREC), provides targeted financial services in the multifamily and affordable housing markets and is recognized for its industry expertise, innovative structures and consistently high rankings. Securities, investment banking and advisory services provided through OREC Securities, LLC. Member FINRA/SIPC.
Redbrick LMD is a diversified real estate investment, management and development firm specializing in opportunistic and value-added residential and mixed-use projects on Metro with a focus on Opportunity Zones within the Washington, D.C. metro market. Our equity capital needs approximate $500 million to complete our pipeline which exceeds 4 million square feet of mixed-use, transit-oriented development located in several of the most attractive emerging markets in Washington, DC. Our current po ... (view full description)

Redbrick LMD is a diversified real estate investment, management and development firm specializing in opportunistic and value-added residential and mixed-use projects on Metro with a focus on Opportunity Zones within the Washington, D.C. metro market.
Our equity capital needs approximate $500 million to complete our pipeline which exceeds 4 million square feet of mixed-use, transit-oriented development located in several of the most attractive emerging markets in Washington, DC.
Our current portfolio represents a bespoke direct investment opportunity with a proven sponsor that has a demonstrated track record of success across market cycles.
Rising Realty Partners is a family-owned, Los-Angeles based, vertically-integrated real estate investment and operating platform specializing in creating world-class commercial properties. With more than 4 million sf under management, Rising’s approach to real estate investing and operating focuses on making an environmental, social, and health & wellness impact.
Ropes & Gray is a leading global law firm with offices in Boston, Chicago, Hong Kong, London, New York, San Francisco, Seoul, Shanghai, Silicon Valley, Tokyo, and Washington, DC. Built on a foundation of over 150 years of dedication to forging strong client relationships, we represent interests across a broad spectrum of industries in corporate law and litigation matters. In addition, we offer counsel on labor and employment issues, tax and benefits, creditors' rights, and private clie ... (view full description)

Ropes & Gray is a leading global law firm with offices in Boston, Chicago, Hong Kong, London, New York, San Francisco, Seoul, Shanghai, Silicon Valley, Tokyo, and Washington, DC.
Built on a foundation of over 150 years of dedication to forging strong client relationships, we represent interests across a broad spectrum of industries in corporate law and litigation matters. In addition, we offer counsel on labor and employment issues, tax and benefits, creditors' rights, and private client services. Our clients range in size from large to small companies and include financial institutions, government agencies, hospitals and health care organizations, colleges and universities, and families and individuals.
More than 1,200 lawyers and professionals strive to provide the highest-quality legal advice available. Our firm combines superior talent with a supportive environment where nothing gets in the way of solving our clients' problems.
RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment. RSM US LLP is the U.S. member of RSM International, a global network of in ... (view full description)

RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment.
RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 41,000 people in 116 countries. For more information, visit
Soul Community Planet was born out of a vision to provide Holistic Hospitality experiences for individuals desiring to make positive choices for themselves and the planet. SCP Colorado Springs was the first concept unveiled in 2018. Other concepts have been unveiled, including SCP Commons, creative coworking spaces, and SCP Fit. Soul Community Planet donates five percent of its profits to charitable causes that support its core values.
Squar Milner is one of the nation’s leading independent accounting and advisory firms, providing tax, audit, consulting and financial advisory solutions to clients around the world. One of the core components of our business is our robust real estate practice. Our team has worked with clients ranging from leaders in land entitlement to family-owned regional retail and residential developers to global real estate asset managers and leaders in the design, building and marketing of single family ho ... (view full description)

Squar Milner is one of the nation’s leading independent accounting and advisory firms, providing tax, audit, consulting and financial advisory solutions to clients around the world. One of the core components of our business is our robust real estate practice. Our team has worked with clients ranging from leaders in land entitlement to family-owned regional retail and residential developers to global real estate asset managers and leaders in the design, building and marketing of single family homes. We speak the language and understand the issues facing developers, investors and financial institutions. Find out how we can serve you today.
SS&C GlobeOp, the #1 global fund administrator, is an expert in Real Asset servicing. The expertise and cloud based technology allows you to focus on your business by driving revenue, reducing expenditures, while helping to mitigate liabilities and risk. The Real Assets service team works with managers globally in creating customizable, scalable solutions.
Universe Holdings was established in 1994 by Henry Manoucheri after his transition from a highly successful 15-year career as a multifamily investment brokerage specialist at Marcus & Millichap. Two decades later, the company has completed investment transactions encompassing the purchase and sale of more than 6,000 units of multifamily housing. Today, the company owns and internally operates a diverse portfolio of multifamily holdings in Southern California’s largest cities and highest barrier- ... (view full description)

Universe Holdings was established in 1994 by Henry Manoucheri after his transition from a highly successful 15-year career as a multifamily investment brokerage specialist at Marcus & Millichap. Two decades later, the company has completed investment transactions encompassing the purchase and sale of more than 6,000 units of multifamily housing. Today, the company owns and internally operates a diverse portfolio of multifamily holdings in Southern California’s largest cities and highest barrier-to-entry coastal markets.
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.
West Bay Capital, LLC is a private money bridge lender based in West Los Angeles, that originates and acquires commercial real estate loans throughout the United States. West Bay is uniquely positioned to provide creative financing solutions for loan requests that are unable to be secured through traditional financing vehicles. Our goal is to fund loans that meet our lending criteria in a prompt, professional and efficient manner. Please visit our website for more information regarding our loan ... (view full description)

West Bay Capital, LLC is a private money bridge lender based in West Los Angeles, that originates and acquires commercial real estate loans throughout the United States. West Bay is uniquely positioned to provide creative financing solutions for loan requests that are unable to be secured through traditional financing vehicles. Our goal is to fund loans that meet our lending criteria in a prompt, professional and efficient manner.
Please visit our website for more information regarding our loan criteria or contact Kevin Prince directly via phone: (310) 231-1270 x275 or email: kprince@westbayllc.com.
Blau Journal is a Global Real Estate Digital Media platform featuring the latest in company news, deals, listings and commentary from Industry Professionals. We publish news online Nationally (45+ City Editions) and Internationally as well as cover (25+) Industry sectors. We publish a variety of content online for our global readers including user submitted content, native content and aggregated news from various industry sources. Our platform is the destination for “All Things Real ... (view full description)

Blau Journal is a Global Real Estate Digital Media platform featuring the latest in company news, deals, listings and commentary from Industry Professionals. We publish news online Nationally (45+ City Editions) and Internationally as well as cover (25+) Industry sectors.
We publish a variety of content online for our global readers including user submitted content, native content and aggregated news from various industry sources. Our platform is the destination for “All Things Real Estate” both commercial and residential. Our goal is to Provide a “Voice” for Real Estate Industry Professionals.
Commercial Observer is the leading platform to connect and inform commercial real estate leaders, delivering authoritative news on market-moving real estate and finance information. Commercial Observer provides an essential mix of breaking news, interviews, features, exclusive industry columnists, in-depth analyses of market trends, and live events for the industry’s most powerful players – including building owners and managers, brokers, commercial lenders, architects, engineers, contractors an ... (view full description)

Commercial Observer is the leading platform to connect and inform commercial real estate leaders, delivering authoritative news on market-moving real estate and finance information. Commercial Observer provides an essential mix of breaking news, interviews, features, exclusive industry columnists, in-depth analyses of market trends, and live events for the industry’s most powerful players – including building owners and managers, brokers, commercial lenders, architects, engineers, contractors and professional services firms.
Family Office Networks is a unique collection of different Family Offices located throughout the world that is able to bring the financial industry and financial professionals to various single family and multi-family office locations. We are able to offer a diverse list of financial management services to millions of wealthy individuals and their families Family Office Networks and our unique business concept has been around for centuries, allowing us to perfect wealth management and financial ... (view full description)

Family Office Networks is a unique collection of different Family Offices located throughout the world that is able to bring the financial industry and financial professionals to various single family and multi-family office locations. We are able to offer a diverse list of financial management services to millions of wealthy individuals and their families
Family Office Networks and our unique business concept has been around for centuries, allowing us to perfect wealth management and financial management for extremely wealthy individuals world wide. The present day Family Office Networks was first incorporated in the 19th century and includes some of the most renown financial service providers in the industry, like J.P Morgan. Interestingly, J.P Morgan was first started as a single family office under the House of Morgan. Because of the success rate of Family Office Networks, the Rockefellers established their own family office in 1982, which is still in business to this very day. The main objective of the family offices is to maintain and protect families that have large fortunes, trusts and successful family owned businesses. In addition, we offer our members effective and efficient ways to manage family fortunes through specific financial investments and charitable donations, while ensuring confidentiality, risk management consolidation and transparency. Family Office Networks offers two types of family offices for our members, a Single Family Office (SFO) and a Multi-Family Office (MFO).
Institutional Real Estate, Inc.’s flagship publication, Institutional Real Estate Americas, has been the industry’s go-to resource for more than 25 years. It is a monthly publication offering analysis of market trends related to pension fund investment in private equity real estate. It covers the people, trends, and events driving this dynamic market, and features the industry's most extensive information on manager searches, new product offerings and pension fund real estate allocations, plus f ... (view full description)

Institutional Real Estate, Inc.’s flagship publication, Institutional Real Estate Americas, has been the industry’s go-to resource for more than 25 years. It is a monthly publication offering analysis of market trends related to pension fund investment in private equity real estate. It covers the people, trends, and events driving this dynamic market, and features the industry's most extensive information on manager searches, new product offerings and pension fund real estate allocations, plus features on pension fund investment capital flows, investment strategy and portfolio management.
Our readers include staff and investment committee members of the largest and most active pension, foundation and endowment fund real estate investors in North America, their advisers and consultants.
You will also receive our investment guides as part of your subscription. These will be sent directly to your email address and always be available on our Website.
Since 1987, Institutional Real Estate, Inc. (IREI) has been a leading force in industry knowledge, providing institutional real estate and infrastructure investors with decision-making tools via its publications, conferences, and consulting services. IREI publishes a diversified portfolio of news magazines and special reports for the benefit of the global institutional real estate investment community. Each publication provides subscribers with news, insights and perspective on the trends and ev ... (view full description)

Since 1987, Institutional Real Estate, Inc. (IREI) has been a leading force in industry knowledge, providing institutional real estate and infrastructure investors with decision-making tools via its publications, conferences, and consulting services. IREI publishes a diversified portfolio of news magazines and special reports for the benefit of the global institutional real estate investment community. Each publication provides subscribers with news, insights and perspective on the trends and events shaping the investment landscape in private equity real estate. Our products include: Institutional Real Estate Americas, Institutional Real Estate Asia Pacific, Institutional Real Estate Europe, Institutional Real Estate Newsline (IREN), Real Assets Adviser, Institutional Investing in Infrastructure, Institutional Real Estate FundTracker, and FundTracker database.
Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and complimentary research reports. Preqin is an independent business with over 300 staff based in New York, London, Singapore, San Francisco, Hong Kong and Manila serving over 40,000 customers in over 90 countries. Preqin has the most comprehensive and extensive information available on the private equity and venture capital, hedge fund, real estate, ... (view full description)

Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and complimentary research reports. Preqin is an independent business with over 300 staff based in New York, London, Singapore, San Francisco, Hong Kong and Manila serving over 40,000 customers in over 90 countries.
Preqin has the most comprehensive and extensive information available on the private equity and venture capital, hedge fund, real estate, infrastructure, private debt and natural resources industries, encompassing funds and fundraising, performance, fund managers, institutional investors, deals and fund terms. Leading alternative assets professionals from around the world rely on Preqin’s services daily, and its data and statistics are regularly quoted by the financial press.
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. ... (view full description)

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.
REFI delivers valuable intelligence, exclusive news and data for sales and marketing professionals at real estate investment management firms who need reliable information to help them successfully raise capital for their funds. REFI’s subscribers rely on our unique combination of proprietary data and actionable editorial insights about pension funds and other institutional investor mandates, fund launches and asset acquisitions. Our live database provides a comprehensive view of the conn ... (view full description)

REFI delivers valuable intelligence, exclusive news and data for sales and marketing professionals at real estate investment management firms who need reliable information to help them successfully raise capital for their funds.
REFI’s subscribers rely on our unique combination of proprietary data and actionable editorial insights about pension funds and other institutional investor mandates, fund launches and asset acquisitions. Our live database provides a comprehensive view of the connections between institutional investors and the funds, investment strategies and asset classes into which they allocate.
With dedicated content and conference teams in New York, REFI offers timely news and data and organises networking events for the private and institutional real estate industry.
TERMS AND CONDITIONS OF USE
Below are the terms and conditions governing your use of Euromoney USA LLC ("IMN") this website and any products or services connected therewith. By using the website or services connected with the website, you acknowledge and agree to the following:*Your Obligations. You represent and warrant that you have the capacity to agree to these Terms and you are at least eighteen (18) years of age. To the extent any individual accesses a Site or uses a Service as an employee, partner, director, agent or representative ("Agent") of any legal entity which is a Subscriber, the Agent warrants that he or she has authority to agree to these Terms on behalf of the relevant legal entity.
You will procure that you and any licensed user under your subscription will: (a) comply with all applicable laws in relation to the site and services, including without limitation, laws relating to the use of Intellectual Property; (b) not use the site or the content outside the scope of permitted use and will not infringe any Intellectual Property or other rights in or relating to the site or the services or of any third party; (c) not copy, reproduce, recompile, decompile, disassemble, reverse engineer, upload, download, transmit, create derivative works from or otherwise exploit or tamper with the site or any software embodied in any site or service; (d) not prevent or restrict the use of any site or service by other authorized users nor hack into or cause damage to any server or other equipment operated by us; and (e) comply fully with these Terms.
*No IMN Warranties or Representations. IMN makes no warranty, express or implied, concerning any use of this website or any service or product provided in connection with this website. The services and products provided by IMN are provided on an "AS IS" basis. IMN disclaims any implied warranty of merchantability or fitness for a particular purpose, including any warranty for the use or the results of the use of the products or services. IMN is not responsible for correcting, maintaining or updating the data and services made available on this website.
Any material and analysis provided by or through IMN or this website is not a recommendation that must be followed or an offer, or solicitation of an offer to buy or sell any financial product; IMN does not recommend that you enter into a particular transaction or represent that any product or service described on this website is suitable for you or your company. Nor is any information displayed here promoting any particular financial product, service or trading strategy in any jurisdiction where such an offer or solicitation, or trading strategy may be prohibited. As all prudent investors know, some transactions, including but without limitation, those involving high-yield securities, give rise to substantial risk and any investment decision you may make is your own. You should not enter into any transactions unless you have fully understood all such risks and have independently determined that such transactions are appropriate for you. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or complete discussion of the risks mentioned.
*Restricted Use. As a user of this website, you are not permitted to display, modify, copy, print or otherwise use the information made available to you here only for your own use. You are not permitted to publish, transmit, or otherwise make this information available in any format to any third party without the prior express written consent of IMN. You also are not permitted to change or remove any copyright (©), trademark (®, SM, TM) any other notices displayed with the information. IMN can modify the information at any time and for any reason at its sole discretion. Unless expressly stated otherwise herein, no rights are granted to you regarding the information on this website from IMN or any other source, including third party providers of information for this website, which shall under no circumstances be liable to you in any way.
*IMN Monitoring. Your use of the products and services on this Web site may be monitored by IMN in any lawful manner, and that the resulting information may be used by IMN for its internal business purposes or in accordance with the rules of any applicable regulatory or self-regulatory organization.
*Website or Internet failure. IMN shall have no liability, contingent or otherwise, to you or to third parties, or any responsibility whatsoever, for the failure of any connection or communication service to provide or maintain your access to this service, or for any interruption or disruption of such access or any erroneous communication between IMN and you. IMN also does not warrant or represent that the website shall be completely secure, specifically including without limitation, that no unauthorized person shall intercept or access information transmitted by you.
*Website Access. Access to this website is restricted by password and only authorized IMN registrants may use the website. Any unauthorized access shall be the responsibility of the Registrant and his or her company and IMN shall not be liable for any damages arising out of such unauthorized access. You agree to: (1) Keep your password confidential; (2) prohibit others from using your account; (3) refrain from using other Users’ accounts; (4) refrain from selling, trading, or otherwise transferring your account to another party; and (5) refrain from charging anyone for access to any portion of DirectConnect, or any information arising therefrom. You are also responsible for anything that happens through your account unless you can demonstrate that your account was accessed without your knowledge or fault.
*User Communication. To the extent permitted while using DirectConnect, you can use and participate in groups, free to post and delete comment on the website. You are solely responsible for your interactions with other users. IMN may limit the number of connections you may have to other users and may at its sole discretion prohibit you from contacting other users through use of the Services or otherwise limit your use of the Services.
If you violate this Agreement while posting, that content may be removed without further notice or the rights of others posting here. Nothing you post here is confidential or proprietary and you are cautioned that other posters or viewers may use any information posted here. By posting here you agree that IMN is not responsible for the misappropriation or misuse of any information posted on this website.
*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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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:
-
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.
-
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.
-
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.
email already exists, please use "Forgot Password" page to reset a password for an existing account.
(Click "Reset Password" button below and email with password reset instruction will be emailed to you.)