Deal Tracking Report - Guardian Value-Add Portfolio (edit, Deal Management)

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Category:

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

-- United States

-- -- East Coast

-- -- West Coast

-- Europe / UK

-- Canada

-- Asia

-- Middle East

-- Other

Asset Classes

-- Office

-- Industrial

-- Retail

-- Multifamily

-- Hospitality / Resort

-- Land / Entitlement / Development

-- Senior Housing / Medical

-- Other
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Company Directory:
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#CoverageCompany / FirmComments/Status
Term Sheets Received
No result
Executed Confidentiality Agreement Received
1-Blue Vista Capital Partners LLC (edit) (deal info)

3/28/19 - Followed up to see if they want to tour - 3.25.19

Print/Vcard/EmailContactAddress
No result
Detailed Discussions
No result
Initial Discussions
1-Ardent (edit) (deal info)

Print/Vcard/EmailContactAddress
1 print vcard emailTaylor Pike
2-Baupost Group LLC, The (edit) (deal info)

4/11/19 - Client reviewing CA - 4.11.19

Print/Vcard/EmailContactAddress
No result
3-Bedrock Capital Associates (edit) (deal info)

3/29/19 - Sent follow up email 3.29.19

Print/Vcard/EmailContactAddress
1 print vcard emailBarclay Lynch
4-Bridge Investment Group Partners (edit) (deal info)

4/11/19 - 4.11.19 - sent email asking if they wanted to tour the properties and meet with Guardian.

Print/Vcard/EmailContactAddress
1 print vcard emailJay Haberman
5-Calmwater (edit) (deal info)

4/11/19 - Followed up with CA 4.11.19

Print/Vcard/EmailContactAddress
1 print vcard emailEric Jordan
11755 Wilshire Boulevard
Los Angeles CA
6-Torchlight Investors (edit) (deal info)

4/11/19 - Awaiting CA from Guardian - 4.1.19

Print/Vcard/EmailContactAddress
1 print vcard emailMichael Butz
(212)488-5516		230 Park Ave 12th Floor
New York NY
Groups that have Passed
1-AEW Capital Management, L.P. (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
2-Alex Brown Investment Management (edit) (deal info)

Print/Vcard/EmailContactAddress
1 print vcard Don Brennerman
3-American Realty Advisors (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
4-Dominion Corp (edit) (deal info)

4/11/19 - Sent follow up email - 4.11.19

Print/Vcard/EmailContactAddress
1 print vcard emailKeith Olson
(310)477-3041		11355 W. Olympic Blvd Suite 210
Los Angeles CA
5-DRA Advisors (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
6-Fremont Realty Capital (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
7-JCR Capital (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
8-KKR (edit) (deal info)

Print/Vcard/EmailContactAddress
1 print vcard emailMichael Friedland
212 750 8300		 NY
9-LONE STAR FUNDS (edit) (deal info)

Print/Vcard/EmailContactAddress
1 print vcard emailRobert Ricci
(212) 849-9680		888 Seventh Avenue, 4th Floor
New York NY
10-Silverpoint Capital (edit) (deal info)

4/11/19 - Sent follow up email - 4.11.19

Print/Vcard/EmailContactAddress
No result
11-W Financial Fund LP (edit) (deal info)

Print/Vcard/EmailContactAddress
1 print vcard emailDavid Heiden
212-684-2283 		149 Madison Avenue
New York NY
Uncategorized
1-Allstate Investments LLC (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
2-Apollo Global Real Estate (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
3-Ares Management (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
4-AVIVA Investors (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
5-Basis Investment Group, LLC (edit) (deal info)

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

Print/Vcard/EmailContactAddress
No result
7-Berkshire Realty Ventures (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
8-Broadreach Capital Partners, LLC (edit) (deal info)

Print/Vcard/EmailContactAddress
1 print vcard emailNick Lyle
6503312500		248 Homer Avenue
Palo Alto CA
9-Centerbridge (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
10-Clarion Partners (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
11-Colony Northstar (edit) (deal info)

3/29/19 - Sent follow up email 3.29.19

Print/Vcard/EmailContactAddress
1 print vcard emailMatt Boras
12-CRESCENT REAL ESTATE EQUITIES COMPANY (edit) (deal info)

Print/Vcard/EmailContactAddress
1 print vcard emailJeff Dyer
(817) 321-2100		777 Main Street
Fort Worth TX
13-Cross Harbor Capital Partners (edit) (deal info)

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

Print/Vcard/EmailContactAddress
No result
15-DLJ Real Estate Capital Partners (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
16-Dunamis Capital Partners (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
17-Dune Capital Management LP (edit) (deal info)

3/29/19 - Sent follow up email 3.29.19

Print/Vcard/EmailContactAddress
1 print vcard emailDavid Beznos
(212) 301-8312		623 Fifth Avenue, 30th Floor
New York NY
18-Edgewood Capital (edit) (deal info)

3/29/19 - Sent follow up email 3.29.19

Print/Vcard/EmailContactAddress
1 print vcard emailMichael House
203.964.0800
2 print vcard emailThomas McDevitt
(203) 964-0800		1055 Summer Street
Stamford CT
19-Fortress Investment Group (edit) (deal info)

3/29/19 - Sent follow up email 3.29.19

Print/Vcard/EmailContactAddress
1 print vcard emailSpencer Garfield
20-Great Point Investors LLC (edit) (deal info)

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

Print/Vcard/EmailContactAddress
No result
22-Guggenheim Real Estate (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
23-Heitman (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
24-Hudson Realty Capital LLC (edit) (deal info)

3/29/19 - Sent follow up email 3.29.19

Print/Vcard/EmailContactAddress
1 print vcard emailPerry Freitas
5 Union Square West
New York NY
25-iStar Financial (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
26-KBS Realty Advisors (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
27-LoanCore Capital (edit) (deal info)

3/29/19 - Sent follow up email 3.29.19

Print/Vcard/EmailContactAddress
1 print vcard emailJean Baker
2 print vcard emailPerry Gershon
80 Field Point Road
Greenwich CT
28-Long Wharf Capital (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
29-Macquarie Bank Limited Representative Office (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
30-Madison Realty Capital (edit) (deal info)

3/29/19 - Sent follow up email 3.29.19

Print/Vcard/EmailContactAddress
1 print vcard emailMarc Zegen
(646)442-4807		825 Third Ave Floor 37
New York NY
31-McMorgan & Company (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
32-Melody Capital Partners (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
33-MSD Capital, L.P. (edit) (deal info)

Print/Vcard/EmailContactAddress
1 print vcard emailBarry Sholem
(310) 458-3600		100 Wilshire Boulevard - Suite 1450
Santa Monica CA
2 print vcard emailJason Avishay
(310) 458-3604
34-Northwestern Mutual Real Estate Investments, LLC (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
35-Och-Ziff Real Estate (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
36-Pembrook Capital Management (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
37-Pine River Capital Management (edit) (deal info)

3/29/19 - Sent follow up email 3.29.19

Print/Vcard/EmailContactAddress
1 print vcard emailNikhil Mankodi
800 Nicollet Mall, #2850
Minneapolis MN
2 print vcard emailScott Reinhart
800 Nicollet Mall, #2850
Minneapolis MN
38-RAIT investment trust (edit) (deal info)

Print/Vcard/EmailContactAddress
1 print vcard emailMike Beatty
(215) 861-7900		1818 Market Street
Philadelphia PA
39-RCG Longview (edit) (deal info)

Print/Vcard/EmailContactAddress
1 print vcard emailRichard Gorsky
(212)845-7916		7 Penn Plaza Suite 512
New York NY
40-Related Capital Corporation (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
41-SCS Strategic Capital, LLC (edit) (deal info)

3/29/19 - Sent follow up email 3.29.19

Print/Vcard/EmailContactAddress
No result
42-Square Mile Capital (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
43-Stonebeck Capital (edit) (deal info)

3/29/19 - Sent follow up email 3.29.19

Print/Vcard/EmailContactAddress
1 print vcard emailAlex Zabik
44-Terra Capital Partners (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
45-The Davis Companies (edit) (deal info)

Print/Vcard/EmailContactAddress
1 print vcard emailJeremiah Murphy
617-986-6311		125 High Street
Boston MA
2 print vcard emailQuentin Reynolds
617-986-6335		One Appleton Street
Boston MA
46-USAA Real Estate Company (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
47-Walton Street Capital, LLC (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
48-Westbrook Partners (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
49-Westport Capital Partners (edit) (deal info)

Print/Vcard/EmailContactAddress
1 print vcard emailMatt Landau
(203) 454-4200		55 Post Road W
Westport CT
Most Recent Comments - Guardian Value-Add Portfolio
DateCompanyComment
04/11/2019Torchlight InvestorsAwaiting CA from Guardian - 4.1.19 -- pwitham
04/11/2019Silverpoint CapitalSent follow up email - 4.11.19 -- pwitham
04/11/2019Dominion CorpSent follow up email - 4.11.19 -- pwitham
04/11/2019Bridge Investment Group Partners4.11.19 - sent email asking if they wanted to tour the properties and meet with Guardian. -- pwitham
04/11/2019Baupost Group LLC, TheClient reviewing CA - 4.11.19 -- pwitham
04/11/2019CalmwaterFollowed up with CA 4.11.19 -- pwitham
03/29/2019Pine River Capital ManagementSent follow up email 3.29.19 -- pwitham
03/29/2019Stonebeck CapitalSent follow up email 3.29.19 -- pwitham
03/29/2019Madison Realty CapitalSent follow up email 3.29.19 -- pwitham
03/29/2019LoanCore CapitalSent follow up email 3.29.19 -- pwitham