PLACEMENT AGENTS
Placement Agents That Raise Capital for Real Estate Vehicles
Sponsor
Contact
The Skinny
Accord Group
San Francisco
Jack Berquist
415-544-7861
Formed two years ago by former Mesirow Financial executive Jeff Sobczynski and Presidio
Partners founders Jack Berquist and Desi Co. Raises capital for sponsors with emerging
and established strategies. Recently completed assignments for Thayer Lodging, IHP
Partners and Sirius Capital. Offices in San Francisco, Chicago and London.
Allegro Advisors
New York
Thomas Boytinck
212-988-7633
Raises capital for discretionary funds, separate accounts and joint ventures. Also sources
debt. Currently soliciting capital for Hungerford Properties. Recently worked on the $233
million Noble Hospitality Fund 3. Collaborates with Incubation Capital of Chicago.
Alpha Alternatives
Chicago
Anthony Longo
312-878-1176
Raises capital for real estate funds and joint ventures. Also works on one-off deals. Current
clients include Optimum Asset Management.
Alternative Investment
Source
King of Prussia, Pa.
Bonnie Plunkett
610-783-0702
Works with both experienced and emerging managers of alternative assets. Has raised
capital for vehicles with a minimum equity goal of $200 million. Also handles marketing
and investor relations. Founded in 1999. No current real estate mandates.
Artis Advisors
Washington
Brian Gill
202-580-7013
Represents shops seeking partners for development or value-added investments. Also
raises capital for funds and separate accounts. Clients include Century West Partners,
Industry Capital and Mariner Real Estate.
Atlantic-Pacific Capital
Greenwich, Conn.
Alex Leykikh
203-862-5475
Raises equity for real estate, private-equity and other investments globally. Currently
representing Mercer Real Estate and Starcrest China Real Estate. Other recent clients
include Activum SG Capital, InfraRed Capital, Iron Point Real Estate and True North
Management.
Avec Capital
New York
Nina Lesavoy
212-752-7210
Works with sponsors of funds that invest in real estate, private equity and other alternative
assets. Current clients include Century Bridge Capital. Collaborates with XT Capital of New
York.
Capstone Partners
Dallas
Steve Sandbridge
972-980-5800
Works on 8-10 mandates a year across the private-equity and real estate sectors. Has
offices in Dallas, Geneva and Singapore. Opened a New York outpost last year.
CBRE Capital Advisors
New York
James Scott
212-656-0556
Raises capital for investments in real estate and other real assets. Clients include funds,
joint ventures and separate accounts globally. Has offices in New York, London and
Singapore.
Credit Suisse Real Estate
Private Fund Group
New York
212-325-2000
Global team in transition after departures in the past year of former group head Anthony
Carpenito and senior team members Sasha Silver and Maxwell Rothaus. Has raised capital
for a range of vehicles, including funds and joint ventures. Has also advised on the trading
of fund stakes in the secondary market.
Eastdil Secured
Los Angeles
Jeffrey Scott
202-688-4060
Solicits capital for joint ventures, commingled funds and recapitalizations. Also handles
restructuring and advisory assignments. Recent clients include MetLife and Brookfield
Property. Currently raising entity-level capital for Wood Partners.
Eaton Partners
Rowayton, Conn.
Ulises Flores
203-286-0676
Raises capital for alternative investments, including funds that invest in real estate and
other real assets. Has 63 staffers in six global offices. Current and prior clients include
Baring Private Equity Asia, Bridge Investment, Laramar Group and Sarofim Realty.
REAL ESTATE ALERT: October 21, 2015, 5 Marine View Plaza, Suite 400, Hoboken NJ 07030. 201-659-1700
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October 21, 2015
Real Estate
2
ALERT
PLACEMENTAgents
AGENTSThat Raise Capital for Real Estate Vehicles
Placement
Sponsor
Contact
The Skinny
First Avenue Partners
London
Rob Bilse
Patricia Chalian
212-750-5310
Works with alternative strategies globally, including real estate funds in the U.S. Offices in
New York and London. Hired more than a half-dozen real estate-focused staffers this year,
including principals Rob Bilse and Patricia Chalian in New York. Bilse joined from AckmanZiff Real Estate. Chalian jumped with a team from Forbes Private Capital.
Fortress Group
Atlanta
Bruce Williamson
404-869-4600
Raises capital for funds, separate accounts, club deals and ongoing joint ventures.
Typically focuses on funds seeking at least $200 million of equity. Also advises on
restructuring vehicles. Offices in Atlanta, New York and London.
Forum Capital
New York
Andrew Symons
212-290-9209
Raises institutional capital for vehicles investing in private equity, real estate and other
real assets globally, as well as for one-off transactions. Also provides advisory services.
Clients include Madison International Realty.
Greenhill & Co.
New York
William Thompson
415-216-4130
Fifty-person team, with eight offices globally. Recent clients include CLSA Capital,
DivcoWest, Gerrity Group and Meyer Bergman. Bought advisory firm Cogent Partners
earlier this year and launched Greenhill Cogent, which focuses exclusively on the
secondary-market sale of stakes in real estate and private-equity vehicles.
HFF Securities
Los Angeles
Tom Mizo
310-407-2171
Veteran team raises equity globally for funds, separate accounts and joint ventures. Also
provides advisory services. Current clients include Crow Holdings, Greystar Real Estate,
MetLife and Transwestern Investment.
Hodes Weill & Associates
New York
Doug Weill
David Hodes
212-542-5971
Has 26 staffers in New York, Hong Kong and London. Raises capital for funds, one-off
transactions and separate accounts. Also provides advisory services to fund managers.
Current and past clients include Bentall Kennedy, Clarion Partners, GreenOak Real Estate,
PCCP and TC-Latin America. Is co-managing Tunbridge Partners, an asset-management
firm formed last month with backing from Pine Brook and Soros Fund Management.
Tunbridge will acquire minority stakes in one-off deals and in investment managers that
acquire real estate and other real assets.
Incubation Capital
Chicago
Jonathan Glick
312-635-0835
Primary focus is commingled funds, but raises equity for separate accounts, joint ventures
and entity-level investments. Targets entrepreneurial and next-generation managers that
invest in real estate and other real assets. Clients include Catalyst Capital, Hutensky Group
and Singerman Real Estate. Collaborates with Allegro Advisors of New York.
Jones Lang LaSalle Securities William Cavagnaro
212-812-6517
Chicago
Five-year-old unit of JLL’s capital-markets group. Raises capital for commingled funds,
joint ventures and separate accounts. Also provides investment-banking and municipaladvisory services.
JTP Capital
New York
Mitchell Sikora
212-792-7726
Led by veteran fund-raiser Mitchell Sikora, who previously ran advisory platforms at Merrill
Lynch, UBS and MVision. Focuses on raising capital and consulting for real estate
managers. Current mandates for Vertex Real Estate and Virtus Real Estate.
Lazard Private Fund Advisory
New York
William Riddle
212-632-1978
Represents real estate, buyout and venture-capital funds globally. Also advises on the
trading of fund stakes in the secondary market.
Longstone Capital
New York
James Elkus
914-412-9090
Raises capital for real estate and other alternative strategies. Represents emerging and
established managers on club deals, one-off transactions and joint ventures. Offices in
New York and Texas.
Mallory Capital
Darien, Conn.
Conrad Weymann
203-655-1571
No current mandates, but actively chasing real estate clients. Also represents private
equity and infrastructure sponsors. Past clients include Forestar Group, M&G Investments
and Orchard Realty.
Mercury Capital
New York
Alan Pardee
646-786-8052
Run by former executives of Merrill Lynch’s private equity funds group. Raises capital
globally for managers of private equity, real estate and other alternative assets. Works on
6-8 real estate mandates a year. Current mandates include AmCap, Michael Fascitelli’s
Imperial Cos. and Madison International Realty.
Monument Group
Boston
Lori Campana
617-423-4700
Raises capital for private-equity, real estate and other real-asset funds. Veteran team, led
by 12 partners, works with managers globally from offices in Boston, Hong Kong, London
and Tokyo. Recent clients include Beacon Capital, Berkshire Multifamily, Bluehouse
Capital, Dune Real Estate and Phoenix Property Investors.
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October 21, 2015
Real Estate
3
ALERT
PLACEMENT AGENTS
Placement Agents That Raise Capital for Real Estate Vehicles
Sponsor
Contact
The Skinny
Morgan Stanley
New York
Kevin Midwinter
212-761-4387
Seth Weintrob
212-761-8453
Raises capital from U.S. and foreign institutions for funds, joint ventures and structured
transactions. Also advises investment managers. Recent clients include AEW Capital,
Altarea Cogedim, Beacon Capital and Mill Creek Residential.
MVision
New York
Hussein Khalifa
Nick Wall
212-616-6852
London-based shop with offices in New York and San Francisco. Recent clients include
Southern Bridge Capital.
Palladian Investment
Denver
Andy Massik
917-797-5454
Raises capital for real estate investors via its broker-dealer, Silver Leaf Partners. Current
mandates include an office fund and a student-housing vehicle.
Park Hill Real Estate
New York
Michael Stark
212-364-5752
One of the biggest names in the sector. Launched in 2005 as an affiliate of Blackstone.
Recently spun off along with the fund titan’s financial-advisory operations to newly formed
PJT Partners, an independent global advisory firm. Raises capital for funds, programmatic
joint ventures and portfolio recapitalizations. Also advises on secondary-market sales of
fund stakes. Recent and past clients include Blackstone, Jamestown Properties, KTR
Capital, Savanna and SC Management.
Park Madison Partners
New York
Nancy Lashine
212-626-6526
Raises equity for real estate investments in the U.S., Europe and Latin America. Former
Forbes Private Capital executive Amy Thiessen joined as a principal this year. Among
recent clients: GreenOak Real Estate, Raith Capital, TMG Partners and Waterton Associates.
Probitas Partners
San Francisco
Michael Hoffmann
415-402-0700
Raises equity for alternative funds, including buyout, venture-capital and real estate
vehicles. Current clients include Alcion Ventures, Benson Elliott and SilkRoad Property.
Roseview Group
Seattle
Josh Anderson
206-535-2401
Jim Evans
215-240-1177
Raises equity for funds, separate accounts and joint ventures. Also provides advisory
services. Current and recent clients include PECO Real Estate, Schnitzer West and SRM
Development. Formed in 2001. Industry veteran Jim Evans joined last year as co-head with
Josh Anderson.
Shelter Rock Capital
New York
Walter Stackler
646-768-2051
Formed last year by industry veteran Walter Stackler. Seven-person team focuses on
raising capital for real estate funds, joint ventures and separate accounts. Also offers
advisory services. Clients include DLJ Real Estate Capital, Grass River Property, Ivanhoe
Cambridge and JEN Partners.
Torrey Capital
San Diego
Rana Prasad
858-366-2856
Launched in 2009 by Rana Prasad. Raises equity for commingled funds and one-off deals.
Past clients include Pathfinder Partners, Southwest Value Partners and Walton
International. Current clients include JCR Capital.
Triton Pacific Capital
Los Angeles
Robert Davis
424-442-1380
Raises capital for real estate, private-equity, infrastructure and energy vehicles that
typically seek $300 million to $800 million of equity. Twelve-member team in Los Angeles
and New York. Clients include ARCH Capital, Frogmore Real Estate, Hampshire Cos.,
Paladin Realty, Rockbridge Capital, Staley Capital and United Overseas Bank.
UBS Real Estate Private
Capital Markets
New York
Jonathan Gerber
Steve Mastrovich
212-821-3339
Advises real estate owners and operators on joint ventures, entity-level investments and
recapitalizations. Raises equity for select funds as well, including recent vehicles for KSL
Capital and Paramount Group. Co-heads Jonathan Gerber and Steve Mastrovich joined last
year after 15-year stints at J.P. Morgan.
XT Capital
New York
Julie Cochran
212-909-2682
Solicits capital for real estate and buyout vehicles, particularly in emerging markets.
Working on China-focused fund for Century Bridge Capital. Collaborates with Avec Capital
of New York.
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