2016’s Most Active Middle-Market Private Equity Firms
Active middle-market real estate private equity
Real estate private equity firms manage investment capital obtained from institutional investors or high net worth individuals with the goal to acquire equity ownership of real estate through a variety of strategies, including direct acquisitions and JV partnerships with local operators.
We take a look at the most active middle-market private equity firms of 2016. This list answers the question: “Which firm(s) were the most active in launching new middle-market offerings in 2016 (by the total offering amount)?” It draws on data that our algorithm has collected from publicly available sources.
In total, our algorithm identified and analyzed the data from 240 offerings in 2015 and 305 in 2016 (as of August 25th). Total offerings represented $3.3 billion in investment opportunities in 2015 and $4.7 billion in 2016.
To construct this list we focused on the firms that predominantly raise funds from non-institutional investors and invest in middle-market real estate (deals in $10 million – $50 million range) and those firms that structure JV partnerships with local operators. We also eliminated one-hit wonders, those firms that only launched one offering in 2016.
Here is the list of active middle-market private equity investment managers that predominantly invest equity with local operating partners though JV partnerships:
- AMG Capital
- Bluerock Real Estate LLC
- Brookwood Financial Partners
- Capital Square Holdings, LLC
- CORE Real Estate Capital
- MLG Companies
- Pensam Capital, LLC
- Syndicated Equities
With its data-driven approach to maximizing investment value, AMG Capital has become a trusted assets management company over the years. Identifying and attacking opportunities though finding capital voids, market inefficiencies, and anticipating economic cycles, AMG has repeatedly demonstrated its ability to perform for its investors.
Bluerock Real Estate, LLC: $65 Million
With its headquarters in Manhattan, Bluerock Real Estate serves as a private equity real estate asset manager with expertise in Core-Plus, Value-Add, Opportunistic and Developmental strategies. The firm’s principals have 25 years of investing experience on average, acquired over 30 million square feet of real estate, with 9 million under Bluerock, and continue to grow across the nation.
Brookwood Financial Partners: $153 Million
Brookwood is a private investment firm serving its investors since 1993. The company specializes in acquisitions of real estate and corporate securities, with its portfolio topping $1.5 billion in aggregate. Brookwood has recently launched multiple co-investment vehicles in 2015.
Capital Square Holdings, LLC: $110 Million
Having created over 100 investment offerings and managing the offerings’ $3 billion worth, Capital Square Holdings works to maximize both its private and institutional investors through real estate investment and advising. Capital has been involved in Delaware Statutory Trusts, Tenant-In-Common and other publicly registered real estate trusts.
CORE Real Estate Capital: $62 Million
MLG offers real estate investment services to institutional or individual investors, with its key idea of carrying out “meticulously executed real estate investment strategies”. Always seeking to create partnerships, MLG strives to bring high returns to its investors.
Pensam Capital, LLC: $65 Million
With their 50 years of combined real estate experience, founders Joe Ackerman, Gavin Beekman and Michael Stein started Pensam Capital in 2009. In 2010, Pensam and BH Companies worked together to manage multifamily assets across the U.S.; In 2013, Pensam launched its Preferred Equity Program, and now it strives to both manage multifamily properties and provide bridge funding secured by real estate.
Syndicated Equities: $61 Million
For 25 years, Syndicated Equities has created attractive returns to its clients by evaluating, structuring, and managing their real estate investments. With knowledge in stabilized retail, office, parking, and government properties, Syndicated Equities has also worked with 1031 Exchanges, and has provided over $750 Million in credit.
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