Sector Experience

Financial Advisor to Trinity Investments on the formation of Trinity GP Fund I, a fully discretionary closed-end hotel fund

Exclusive Financial Advisor to Chartwell Residential on the formation of two joint ventures focused on multifamily developments throughout greater Nashville, Tennessee

Exclusive Financial Advisor to Blackline Cold Storage on the formation of a joint venture to capitalize the development of a state-of-the art cold storage facility in Houston, TX

Exclusive Financial Advisor to the independent board of directors of Cottonwood Multifamily REIT I on the merger of their entity into Cottonwood Communities, Inc.

Financial Advisor to Round Hill Capital on the formation of an Opportunity Zone equity joint venture

Exclusive Financial Advisor on the formation of a fully discretionary Joint Venture for Senior Housing opportunities across the risk spectrum and including developments

Exclusive Financial Advisor to Aspect Investment Partners on the formation of a senior housing joint venture with LCS on a portfolio of six communities in the Dallas-Fort Worth metro area

Exclusive Financial Advisor to KFH Capital Investment Company on the sale of its University Park development in Palm Desert, CA to a fund managed by BlackRock, Inc.

Exclusive Financial Advisor to Wood Real Estate Investors, LLC on the sale of a controlling interest in Wood Partners

Placement Agent to Bell Partners on the formation of Bell Apartment Fund VI, a fully discretionary closed-end multifamily investment fund

Exclusive Financial Advisor to The Shidler Group on the Recapitalization of a CBD office portfolio to a Global Institutional Investor

Financial Advisor to Related Companies on securing CCCG Overseas Real Estate Pte. Ltd as a strategic capital Partner to fund The Grand, a mixed-use development in Downtown Los Angeles