Public

The members of our leadership team have an extensive history of working with public companies** including the transactions listed below.

Year

Acquirer

Target

Role

Property Type

Fairness Opinion

Transaction Size ($US bn)

2023

The RMR Group

CARROLL

Buy Side

Multifamily

-

$100 million

2023

Sack Capital Partners

Sack Properties

Sell Side

Investment Manager

-

Not Disclosed

2023

Common Living

HABYT

Sell Side

Multifamily

-

Not Disclosed

2022

Coastal Ridge

-

-

Investment Manager

-

-

2022

Conning

Pearlmark

Sell Side

Investment Manager

-

Not Disclosed

2022

EQT Exeter

Redwood Capital Group

Sell Side

Investment Manager

-

Not Disclosed

2022

McFarlin Group

Not Disclosed

Placement Agent

Investment Manager

-

Not Disclosed

2021

TriPost Capital Partners

PineTree

Reorganization

Retail

-

Not Disclosed

2021

Grubb Properties

OZ REIT Merger

Reorganization

Investment Manager

-

Not Disclosed

2021

Invesco Real Estate

Jera Asset Management

Recapitalization

Logistics

-

$500 million - $3 billion

2020

Griffin Capital Essential Asset REIT, Inc.

Cole Office & Industrial REIT (CCIT II), Inc.

Sell Side

Net Lease

Yes

$1.2 Billion

2018

GWL Realty Advisors

Guggenheim Real Estate Partners

Buy Side

Investment Manager

-

Not Disclosed

2018

Axar Capital Management

Terra Capital Partners

Sell Side

Investment Manager

-

Not Disclosed

2018

The Shopping Center Group

Hart Realty Advisors

Sell Side

Investment Manager

-

Not Disclosed

2018

GWL Realty Advisors

EverWest Realty Partners

Buy Side

Investment Manager

-

Not Disclosed

2016

The RMR Group

Tremont Realty Capital LLC

Sell Side

Investment Manager

-

0.0

2014

Avenue Capital Group

Roberts Realty Investors

Buy Side

Multifamily

-

0.0

2014

Allied World Assurance Company

Blue Vista Capital Management

Buy Side

Investment Manager

-

Not Disclosed

2014

Select Income REIT

Cole Corporate Income Trust

Sell Side

Triple Net

-

3.0

2014

American Realty Capital Properties

Darden Restaurants (Red Lobster portfolio)

Buy Side

Triple Net

-

1.6

2014

Blackstone Group & DDR Corp.

Cole Retail Portfolio

Sell Side

Retail

-

1.9

2014

Kite Realty Group Trust

Inland Diversified Real Estate Trust

Buy Side

Retail

-

2.1

2013

American Realty Capital Properties

Cole Real Estate Investments

Buy Side

Triple Net

Yes

11.2

2013

American Realty Capital Properties

Fortress Investment Group

Sell Side

Triple Net

-

1.0

2013

J.P. Morgan and Cousins Properties

Crescent Properties

Sell Side

Office

-

3.0

2013

W. P. Carey

CPA:16 Global

Sell Side

Triple Net

Yes

4.0

2013

Campus Crest Communities

Copper Beech Townhome Communities

Buy Side

Student Housing

Yes

1.0

2013

Spirit Realty Capital

Cole Credit Property Trust II

Buy Side

Triple Net

Yes

3.7

2013

GEO Group

N/A

REIT Conversion

Prison

Yes

5.0

2012

Parkway Properties

N/A

Recapitalization

Office

Yes

0.2

2012

Blackstone Group

CalWest (Debt)

Sell Side

Industrial

-

Not Disclosed

2012

Lehman Brothers Estate

Archstone

Sell Side

Multifamily

-

16.0

2012

Not Disclosed

DRA Advisors

Sell Side

Office

-

Not Disclosed

2011

Ventas 

Cogdell Spencer

Buy Side

Healthcare

-

0.7

2011

Chatham Lodging

Innkeepers USA Trust (portfolio)

Buy Side

Hotel

-

1.0

2011

Health Care REIT

Genesis HealthCare 

Buy Side

Healthcare

-

2.4

2011

Blackstone Group

Centro Properties

Buy Side

Retail

-

9.0

2011

CreXus Investment

Barclays

Sell Side

Loans

-

0.8

2011

Pension Benefit Guaranty Corporation

St. Vincent's

Restructuring

Land

-

Not Disclosed

2010

Shanghai Jin Jiang International Hotels & Thayer Hotel Investors

Interstate Hotels & Resorts

Sell Side

Hotel

Yes

0.3

2010

MGM Resorts International

N/A

Recapitalization

Gaming

-

3.0

2010

Conwert Immobilien Invest SE

ECO Business Immobilien AG

Buy Side

RE Company

Yes

€ 0.7

2010

Ventas 

Lillibridge Healthcare Services

Buy Side

Healthcare

-

0.4

2010

Brookfield Asset Management

General Growth Properties

Buy Side/Recapitalization

Retail

-

24.0

2010

Accor

Edenred

Spin-Off

Hotel

Yes

€ E 8.7

2010

Not Disclosed

Pinnacle West Capital Corporation

Sell Side

Mixed Use

-

Not Disclosed

2009

Starwood Capital Group

Corus Bank

Sell Side

Loans

-

2.8

2009

SEGRO

Brixton

Buy Side

Industrial

-

L 0.9

2009

Gencom

N/A

Recapitalization

Hotel

-

Not Disclosed

2008

Lehman Brothers Real Estate

N/A

Proposed Spin-Off

Diversified

-

32.0

2008

CB Richard Ellis Investors

Wood Partners

Buy Side

Multifamily

-

Not Disclosed

2007

Mubadala Development Company

Related Companies

Buy Side

Development

-

Not Disclosed

2007

Phillips Edison

Developers Diversified Realty Corp. 

Sell Side

Retail

-

0.6

2007

Tishman Speyers and Lehman Brothers 

Archstone-Smith

Buy Side

Multifamily

-

23.0

2007

NNN Realty Advisors

Grubb & Ellis Company

Buy Side

RE Service

-

0.6

2007

The Lightstone Group

Extended Stay Hotels

Buy Side

Hotel

-

8.1

2007

Inland America Real Estate Trust

Winston Hotels

Sell Side

Hotel

Yes

0.9

2007

Apollo Investment Corporation

Innkeepers USA Trust

Sell Side

Hotel

Yes

1.5

2007

Walton Street Capital

Crescent Real Estate Equities

Sell Side

Hotel

-

0.6

2007

Maguire Properties

Blackstone Group

Buy Side

Office

-

3.1

2006

Vornado Realty Trust (non-winning bidder)

Equity Office Properties Trust

Buy Side

Office

Yes

40.0

2006

Morguard Corporation

Sizeler Property Investors

Sell Side

Retail

Yes

0.4

2006

Lexington Realty Trust

Newkirk Realty Trust

Buy Side

Triple Net

Yes

4.5

2006

Centro Watt

Heritage Property Investment Trust

Sell Side

Retail

Yes

3.1

2006

Herbst Gaming

The Sands Regent

Buy Side

Gaming

Yes

0.2

2006

Ameristar Casino (non-winning bidder)

Aztar Corp.

Buy Side

Gaming

Yes

2.1

2005

GE Real Estate

Arden Realty

Sell Side

Office

Yes

4.8

2005

CaIPERS and LaSalle Investment Management

CenterPoint Properties Trust

Sell Side

Industrial

Yes

3.5

2005

Fillmore Capital Partners

Beverly Enterprises Inc.

Sell Side

Healthcare

-

1.6

2005

DRA Advisors

Capital Automotive

Sell Side

Triple Net

Yes

3.4

2005

DRA Advisors

CRT Properties

Sell Side

Office

Yes

1.7

2005

ING Clarion

Gables Residential Trust

Sell Side

Multifamily

Yes

2.8

2005

Lightstone Group

Prime Group Realty Trust

Sell Side

Office

Yes

0.9

2005

Whitehall Real Estate Funds

Crown American Hotels

Sell Side (Portfolio)

Hotel

-

0.1

2005

Colonial Properties Trust

Cornerstone Realty Income Trust

Sell Side

Multifamily

Yes

1.4

2004

General Growth Properties

Rouse Co.

Buy Side

Retail

Yes

12.2

** Includes select private companies with publicly disclosed transactions

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