Exclusive Financial Advisor
August 2, 2017
Overview
- CBRE Capital Advisors and CBRE Corporate Capital Markets acted as exclusive financial advisor to Oak Street Real Estate Capital on the $1.3 billion sale of a 96-property triple net leased portfolio of assets located in 20 states across the U.S.
- The portfolio consisted of 19 nationally recognized and investment grade tenants representing 12 industries
- The portfolio comprised prime office, retail and industrial real estate assets located across 20 states - Stonemont Financial Group (“Stonemont”) closed on the acquisition in August, 2017
- CBRE Debt and Structured Finance (“DSF”) acted as financial advisor to Stonemont on the arrangement of acquisition financing provided by J.P. Morgan and secured by the fee simple interest in the 96-property portfolio
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Exclusive Financial Advisor on the formation of a fully discretionary Joint Venture for Senior Housing opportunities across the risk spectrum and including developments.
Lone Star Funds
Exclusive Financial Advisor on the sale of a 28 property, 8,578 unit multifamily portfolio
Aspect Investment Partners
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