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 |