Deal Tracking Report - Guardian Medical Office Portfolio (edit, Deal Management)

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Company Type

-- Owner / Developer

-- REIT/Public Corporation

-- Professional Services Firm

-- Capital Source

-- -- Debt Groups

-- -- -- Permanent Financing

-- -- -- Bridge Financing

-- -- -- Construction Financing

-- -- -- Mezzannine Financing

-- -- Equity Groups

-- -- -- 1st Tier - $10M & Up

-- -- -- 2nd Tier - Mid Market ($2 - $10M)

-- Other

Location

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-- -- East Coast

-- -- West Coast

-- Europe / UK

-- Canada

-- Asia

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-- Other

Asset Classes

-- Office

-- Industrial

-- Retail

-- Multifamily

-- Hospitality / Resort

-- Land / Entitlement / Development

-- Senior Housing / Medical

-- Other

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#CoverageCompany / FirmComments/Status
Term Sheets Received
No result
Executed Confidentiality Agreement Received
1-DRA Advisors (edit) (deal info)

4/29/19 - He received due diligence folder last week, need to follow up.

Print/Vcard/EmailContactAddress
1 print vcard emailDan Goldman
2-Everest Healthcare Properties, LLC (edit) (deal info)

4/29/19 - Left a message to follow up 4/29 and had sent a follow up email the week prior

Print/Vcard/EmailContactAddress
No result
3-Stewart Investment Partners (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
Detailed Discussions
No result
Initial Discussions
1-Baupost Group LLC, The (edit) (deal info)

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No result
2-Contrarian Capital Management, L.L.C. (edit) (deal info)

3/20/19 - Michael came back with question concerning what prompted the sale?

Print/Vcard/EmailContactAddress
1 print vcard emailMichael Halperin
(203) 862-8268
411 West Putnam Avenue
Greenwich CT
3-Seavest Inc. (edit) (deal info)

5/7/19 - They recently sold their NoVa assets as they regard the office market for older properties as over-saturated. Replied with more specifics, and think that maybe the fact that five of the six offices are in Maryland could be positive. Waiting to hear back from their CIO John Winer.

Print/Vcard/EmailContactAddress
1 print vcard emailDouglas Ray
914.683.8474
707 Westchester Avenue
White Plains NY
Groups that have Passed
1-Alexandria Real Estate Equities (edit) (deal info)

3/20/19 - Not a fit - seeking life science assets as opposed to medical

Print/Vcard/EmailContactAddress
1 print vcard emailDaniel Ryan
858 638 2800
2-American Healthcare Fund (edit) (deal info)

3/20/19 - Haven't officially passed, but looking again at their website, they may be more medical venture capitalists than anything else

Print/Vcard/EmailContactAddress
1 print vcard emailJames McCamant
2748 Adeline St., #A
Berkeley CA
3-American Realty Advisors (edit) (deal info)

3/20/19 - Don't do medical office

Print/Vcard/EmailContactAddress
1 print vcard emailEric Cannon
4-Argosy Real Estate (edit) (deal info)

5/3/19 - 5-3-19 Left messages for Max following up

Print/Vcard/EmailContactAddress
1 print vcard emailDave Butler
150 California Street
CA
2 print vcard emailSara Doelger
610-971-0558
950 West Valley Road Suite 2900
Wayne PA
5-brandywine realty trust (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
6-Cigna (edit) (deal info)

3/7/19 - Peter sent teaser

Print/Vcard/EmailContactAddress
1 print vcard emailDavid Marks
(860) 534-8830
280 Trumbull Street
Hartford CT
2 print vcard emailJohn Clark
800-997-1654
Hartford CT
7-Clarion Partners (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
8-Columbia Property Trust (edit) (deal info)

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No result
9-Community Healthcare Trust (edit) (deal info)

3/20/19 - Properties must be: 75% medical and ~10 tenants or less (properties too large)

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No result
10-Focus Healthcare Partners (edit) (deal info)

3/12/19 - PASS - 3/12/19 - RA - PASS - Really only do senior housing stuff

Print/Vcard/EmailContactAddress
1 print vcard Curt Schaller
11-Global Medical REIT (edit) (deal info)

4/5/19 - CA received - send over IOM today

Print/Vcard/EmailContactAddress
1 print vcard emailAlfonzo Leon
12-Guardian Life Insurance Company of America, The (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
13-HCP Inc. (edit) (deal info)

5/7/19 - Their focus is on campus medical assets where they can expand their existing relationships with providers

Print/Vcard/EmailContactAddress
1 print vcard emailKendall Young
14-Healthcare Realty (Nashville) (edit) (deal info)

3/29/19 - all the MOBs are not located on or adjacent to a hospital campus

Print/Vcard/EmailContactAddress
1 print vcard emailRobert Hull
15-Insite Properties (edit) (deal info)

3/12/19 - 3.12.19 - Robert - Sent files link to Bart Murr

Print/Vcard/EmailContactAddress
1 print vcard emailBart Murr
16-Invesco (edit) (deal info)

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No result
17-Kayne Anderson (edit) (deal info)

3/20/19 - 3/20 - Robert - followed up again with teaser and deal info

Print/Vcard/EmailContactAddress
1 print vcard emailAntonio Minchella
18-LaSalle Investment Management, Inc. (edit) (deal info)

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No result
19-LTC Properties (edit) (deal info)

3/13/19 - PASS - More senior housing

Print/Vcard/EmailContactAddress
No result
20-MB Real Estate (edit) (deal info)

3/20/19 - Jack Gavin gave me an uber generic pass, "We’ve reviewed the package and I don’t believe we’ll be pursuing this one"

Print/Vcard/EmailContactAddress
1 print vcard emailJack Gavin
21-SABRA Healthcare REIT (edit) (deal info)

3/21/19 - Left message and resent teaser

Print/Vcard/EmailContactAddress
1 print vcard emailHarold Andrews
2 print vcard emailMichael Costa
3 print vcard emailTayla Nevo-Hacohen
22-Ventas Inc. (edit) (deal info)

4/11/19 - Resent Teaser once again

Print/Vcard/EmailContactAddress
1 print vcard emailTim Sanders
23-Vukota Capital Management (edit) (deal info)

4/15/19 - "We are focused on pure medical preferably on or near a hospital campus" is reason for pass

Print/Vcard/EmailContactAddress
1 print vcard emailDan Vukota
24-Welltower (edit) (deal info)

4/15/19 - Pass - Not medical enough (note: I did come back one last time in response to their "we would want to control the conversation" by citing that they are open to a sale) but still likely pass

Print/Vcard/EmailContactAddress
1 print vcard emailRuss Simon
Uncategorized
1-AEGON USA Realty Advisors, Inc. (edit) (deal info)

3/20/19 - Robert - 3/20 - resent teaser and left message

Print/Vcard/EmailContactAddress
1 print vcard emailPhil McAndrews
4333 Edgewood Road N.E.
Cedar Rapids IA
2-AETNA Real Estate Investments (edit) (deal info)

3/7/19 - Peter sent teaser

Print/Vcard/EmailContactAddress
1 print vcard emailMike Nichols
151 Farmington Avenue
Hartford CT
3-AEW Capital Management, L.P. (edit) (deal info)

3/12/19 - 3/12/19 - Robert - left message with Tom Mullahey

Print/Vcard/EmailContactAddress
1 print vcard emailThomas Mullahey
(213) 689-3111
601 South Figueroa Street
Los Angeles CA
4-AIG Global Real Estate Investment Corp (edit) (deal info)

3/25/19 - Left Message

Print/Vcard/EmailContactAddress
1 print vcard emailMark Hertz
New York NY
5-Allstate Investments LLC (edit) (deal info)

3/21/19 - Robert - left message and resent teaser

Print/Vcard/EmailContactAddress
1 print vcard emailMike Moran
6-BROE COMPANIES (edit) (deal info)

3/21/19 - Robert - Resent teaser and left message

Print/Vcard/EmailContactAddress
1 print vcard emailBob Jacobs
(303) 393-0033
252 Clayton Street
Denver CO
7-Centerbridge (edit) (deal info)

3/20/19 - Robert - 3/20 - followed up with Andrew B., resent flyer etc

Print/Vcard/EmailContactAddress
1 print vcard emailAndrew Burych
212.672.5000
8-Flagship Capital Management (edit) (deal info)

3/12/19 - 3/12/19 - RA - Left message on direct line for Kathy Vinci

Print/Vcard/EmailContactAddress
1 print vcard emailKathy Vinci
610-565-9580
200 E. State St., #302
Media PA
9-Flagship Healthcare Properties (edit) (deal info)

3/28/19 - Realized I had sent to flagship capital mgmt but not flagship healthcare partners, sent 3.27

Print/Vcard/EmailContactAddress
1 print vcard Gerald Quattlebaum
7944420222
10-Hammes Company (edit) (deal info)

3/11/19 - 3/11/19 - Robert - sent teaser and CA

Print/Vcard/EmailContactAddress
No result
11-Harbert Management Corp. (edit) (deal info)

3/25/19 - Left Message

Print/Vcard/EmailContactAddress
1 print vcard emailMichael White
(205) 987-5637
1 Riverchase Parkway S.
Birmingham AL
12-Harrison Street Real Estate Capital (edit) (deal info)

3/20/19 - 3/19/2019 - Robert sent follow up email

Print/Vcard/EmailContactAddress
1 print vcard emailChristopher Merrill
(312) 920-0500
71 South Wacker Drive
Chicago IL
13-Healthcap Partners (edit) (deal info)

3/20/19 - Finally got correct email for Nikki Matthews and Chris jackson. Sent over CA and Intro.

Print/Vcard/EmailContactAddress
No result
14-Investcorp (edit) (deal info)

3/21/19 - Sent teaser after finally getting a point of contact

Print/Vcard/EmailContactAddress
No result
15-Medequities Realty Trust (edit) (deal info)

3/12/19 - RA - left message for Michael, sent teaser and CA directly

Print/Vcard/EmailContactAddress
1 print vcard emailMichael Hammill
16-MedProperties (edit) (deal info)

3/12/19 - RA - Left message for Paul Kopecki

Print/Vcard/EmailContactAddress
1 print vcard emailPaul Kopecki
17-Metlife (edit) (deal info)

3/11/19 - 3/11/19 - Robert - Sent CA and Teaser

Print/Vcard/EmailContactAddress
No result
18-Olayan Group (edit) (deal info)

3/7/19 - 3/7/19 - Robert Amick - Sent CA and Teaser to Anthony Fusco

Print/Vcard/EmailContactAddress
1 print vcard emailAnthony Fusco
212.750.4800
19-Physicians Realty Trust (edit) (deal info)

3/20/19 - Calls and emails both won't go through... not sure what else to do..

Print/Vcard/EmailContactAddress
No result
20-Prudential Real Estate Investors (edit) (deal info)

3/12/19 - Sent the CA and Teaser out, but having trouble contacting someone on the phone. No longer have a DC office according to their website, and something was wrong with the New York real estate Dept number.

Print/Vcard/EmailContactAddress
No result
21-Stage Equity Partners (edit) (deal info)

4/11/19 - Resent email to actual people

Print/Vcard/EmailContactAddress
1 print vcard Acquisitions Acquisitions
22-Westport Capital Partners (edit) (deal info)

4/11/19 - Resent teaser one last time to managing principal

Print/Vcard/EmailContactAddress
1 print vcard emailChad Goodman
203 429 8600
55 Post Road W
Westport CT
Most Recent Comments - Guardian Medical Office Portfolio
DateCompanyComment
05/07/2019Seavest Inc.They recently sold their NoVa assets as they regard the office market for older properties as over-saturated. Replied with more specifics, and think that maybe the fact that five of the six offices are in Maryland could be positive. Waiting to hear back from their CIO John Winer. -- ramick
05/07/2019HCP Inc.Their focus is on campus medical assets where they can expand their existing relationships with providers -- ramick
05/03/2019Argosy Real Estate5-3-19 Left messages for Max following up -- ramick
04/29/2019DRA AdvisorsHe received due diligence folder last week, need to follow up. -- ramick
04/29/2019Everest Healthcare Properties, LLCLeft a message to follow up 4/29 and had sent a follow up email the week prior -- ramick
04/15/2019Vukota Capital Management\"We are focused on pure medical preferably on or near a hospital campus\" is reason for pass -- ramick
04/15/2019HCP Inc.Waiting on countersigned CA -- ramick
04/15/2019DRA AdvisorsNeed to get due diligence stuff over to Adam once we have it together -- ramick
04/15/2019Argosy Real EstateMax wheeler came back to me with a few questions about timing. He said he doubts they could do every property, responded by telling them thats fine and to not let that stop them, that our client is really looking for a response from you guys and are flexible especially with these. Mentioned the rough time line as well. -- ramick
04/15/2019Vukota Capital ManagementFollowed up again -- ramick