Deal Tracking Report - Mill District - Sonoma Valley, California (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

-- United States

-- -- 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
No result
Detailed Discussions
No result
Initial Discussions
No result
Groups that have Passed
1-American Realty Advisors (edit) (deal info)

7/10/19 - Don't do condos - Albert Pura

Print/Vcard/EmailContactAddress
No result
2-Angelo Gordon & Co. (edit) (deal info)

7/10/19 - 7/10/19 - RA - spoke with Reid Liffman - they're not really the guys on ground up development projects. They've done a little multifamily ground up in downtown DC but this is well outside of their wheelhouse

Print/Vcard/EmailContactAddress
1 print vcard emailReid Liffmann
(212) 692-4306		245 Park Avenue
New York NY
3-Apollo Global Real Estate (edit) (deal info)

7/15/19 - Not currently pursuing ground up development opportunities..

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1 print vcard emailPhilip Mintz
4-Broadreach Capital Partners, LLC (edit) (deal info)

7/10/19 - Gene - "we aren't residential guys and aren't looking to place LP capital"

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1 print vcard emailCraig Vought
6503312500		248 Homer Avenue
Palo Alto CA
5-Embarcadero Capital Partners LLC & Hamilton Partners Lp (edit) (deal info)

7/10/19 - Not a candidate - vertically integrated fund sponsor focused on office and R&D product

Print/Vcard/EmailContactAddress
1 print vcard emailEric Yopes
(650) 373-1230		1301 Shoreway Road
Belmont CA
6-Jamestown Properties (edit) (deal info)

7/17/19 - Pass - they can't do condos and hotels

Print/Vcard/EmailContactAddress
1 print vcard emailRuth Hughes
2727 Paces Ferry Road
Atlanta GA
7-LaSalle Investment Management, Inc. (edit) (deal info)

7/17/19 - Don't have capital for fore-sale housing or hotels

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No result
8-Northwestern Mutual (edit) (deal info)

7/15/19 - Northwestern Mutual does not do condo joint ventures

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No result
9-Rockefeller Group Investment Management (edit) (deal info)

7/11/19 - James Camp - "We are ground up developers and are typically not a source of JV equity. Also, this is not an urban infill type of project, thus we are a pass"

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No result
Uncategorized
1-Abu Dhabi Investment Authority (ADIA) (edit) (deal info)

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No result
2-Abu Dhabi Investment Council (ADIC) (edit) (deal info)

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No result
3-AECOM Capital (edit) (deal info)

7/9/19 - Left message to follow up - 7.9.19

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1 print vcard emailHuiSen Chua
100 Park Avenue
New York NY
4-AEW Capital Management, L.P. (edit) (deal info)

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No result
5-AIG Global Real Estate (edit) (deal info)

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No result
6-Alliance Bernstein (edit) (deal info)

7/10/19 - Rob Cohen is at Prospect Ridge Advisors, which has a joint venture with AllianceBernstein - awaiting feedback from Peter if I should forward to them, or if you have another POC at AB.

Print/Vcard/EmailContactAddress
No result
7-appian capital (edit) (deal info)

6/27/19 - Teaser sent 6/27/19

Print/Vcard/EmailContactAddress
1 print vcard emailJohn Lotter
(415) 464-9469		700 Larkspur Landing Circle
Larkspur CA
8-Arcapita (edit) (deal info)

7/10/19 - Resent teaser and left a message for Brian Hebb 7/10 RA

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1 print vcard emailBrian Hebb
9-Ares Management (edit) (deal info)

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No result
10-Artemis Real Estate Partners (edit) (deal info)

7/10/19 - I would still press their West Coast office, but Ryan said they are likely not candidates as they have only done one ground up deal on a super simple industrial site - they don't have the expertise or infrastructure to take on a deal like this

Print/Vcard/EmailContactAddress
1 print vcard emailRichard Banjo
(202) 370-7451		2000 Avenue of the Stars
Los Angeles CA
11-ASB Capital Management (edit) (deal info)

6/27/19 - Teaser sent 6/27/19

Print/Vcard/EmailContactAddress
1 print vcard emailDavid Quigley
(240) 482-2900		540 Cowper Street
Palo Alto CA
12-Barings Real Estate Advisors (edit) (deal info)

6/27/19 - Teaser sent 6/27/19

Print/Vcard/EmailContactAddress
1 print vcard emailMichael Zammitti
180 Glastonbury Blvd.
Glastonbury CT
13-Baupost Group LLC, The (edit) (deal info)

7/9/19 - Left message to follow up - 7.9.19

Print/Vcard/EmailContactAddress
1 print vcard emailNick Azrack
14-Bentall Kennedy (edit) (deal info)

7/10/19 - Sent to Martin Standiford - original POC (Steve Lekki) only runs the industrial separate account - need to follow up with a call to Martin later this week

Print/Vcard/EmailContactAddress
1 print vcard emailMartin Standiford
(301) 656-9119		7315 Wisconsin Avenue
Bethesda MD
15-BlackRock Financial (edit) (deal info)

7/10/19 - Tried to reach John Lamb but was referred to Bob Lewis (Robert.Lewis@blackrock.com) who heads their bay area acquisitions - left him a message and sent an email

Print/Vcard/EmailContactAddress
1 print vcard emailBob Lewis
50 California Street
San Francisco CA
2 print vcard emailJohn Lamb
(212) 810-3500		40 East 52nd Street
New York NY
16-Brookfield Asset Management (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
17-Cadillac Fairview (edit) (deal info)

7/10/19 - Left a message for Duncan Osborne (duncan.osborne@cadillacfairview.com) and realized his email had changed, so resent the teaser to his correct email

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1 print vcard emailAlan Carlisle
Los Angles CA
18-Cain International (edit) (deal info)

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No result
19-CANYON CAPITAL ADVISORS, LLC (edit) (deal info)

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No result
20-Carlyle Group (edit) (deal info)

7/9/19 - Left voicemail to follow up - 7.9.19

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1 print vcard emailDavid Kingery
310 575 1700		11100 Santa Monica Boulevard
Los Angeles CA
21-Centerbridge (edit) (deal info)

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No result
22-CenterSquare Investment Management (edit) (deal info)

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No result
23-Cerberus Real Estate Capital Management, LLC (edit) (deal info)

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1 print vcard emailStephen Pozatek
24-China Fortune Land Development Co (edit) (deal info)

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1 print vcard Peng Wang
Mountain View CA
25-China Investment Corporation (edit) (deal info)

7/10/19 - RA 7/10 - Found a new email for Winston - resent teaser etc. Need to follow up tomorrow with a call

Print/Vcard/EmailContactAddress
1 print vcard emailBai Xiaoqing
2 print vcard emailGary Hua
86-10-8409 6167
3 print vcard emailWinston Ma
26-China Vanke Co., Ltd. (edit) (deal info)

7/9/19 - Left message to follow up - 7.9.19

Print/Vcard/EmailContactAddress
1 print vcard emailKai-Yan Lee
212-390-0609		1221 Avenue of the Americas
New York NY
27-CIM Group (edit) (deal info)

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No result
28-CityView (edit) (deal info)

7/10/19 - RA - Left VM and resent teaser to Tony Cardoza - 7/10

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No result
29-Clarion Partners (edit) (deal info)

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No result
30-CPP Investment Board (edit) (deal info)

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No result
31-Cross Harbor Capital Partners (edit) (deal info)

7/9/19 - Followed up with voicemail 7.9.19

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1 print vcard emailEric Boyd
949-438-2061		One Boston Place
Boston MA
32-Dalian Wanda Group Co., LTD. (edit) (deal info)

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No result
33-DPG Investments (edit) (deal info)

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1 print vcard Daniel Galvanoni
(800) 240-0454		7373 East Doubletree Ranch Road
Scottsdale AZ
34-Farallon Capital Management (edit) (deal info)

Print/Vcard/EmailContactAddress
No result
35-Fortress Investment Group (edit) (deal info)

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

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No result
37-Garrison Investment Group (edit) (deal info)

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No result
38-GAW Capital Advisors Limited (edit) (deal info)

7/10/19 - I can't seem to be able to send an email to anyone without it bouncing....

Print/Vcard/EmailContactAddress
1 print vcard emailVanessa Lam
852 2583 7773		22/F, 1 Lyndhurst Tower
39-GIC Real Estate (edit) (deal info)

7/11/19 - Left a follow up message and email with teaser 7/11 RA

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No result
40-Greenfield Partners (edit) (deal info)

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1 print vcard emailEugene Gorab
(203) 354-5000		50 N. Water Street
Norwalk CT
41-GreenOak Real Estate Advisors LP (edit) (deal info)

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No result
42-Grosvenor Americas, Inc. (edit) (deal info)

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1 print vcard emailScott Brody
43-GTIS Partners (edit) (deal info)

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No result
44-Heitman Real Estate Investment Management (edit) (deal info)

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No result
45-Invesco (edit) (deal info)

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No result
46-Investcorp (edit) (deal info)

7/11/19 - Left Herb Myers a vm and resent the teaser via email 7/11 RA

Print/Vcard/EmailContactAddress
No result
47-Ivanhoe Cambridge (edit) (deal info)

7/11/19 - Left voicemail and resent teaser to Adam Adamakakis - 7/11 - RA

Print/Vcard/EmailContactAddress
1 print vcard emailAdam Adamakakis
1001, Victoria Square
Montreal
48-Junius Real Estate Partners (edit) (deal info)

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

7/11/19 - Left a message for Rodney Richerson and resent the teaser via email 7/11 RA

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

Print/Vcard/EmailContactAddress
1 print vcard emailMichael Friedland
212 750 8300		 NY
51-KWAP (Kumpulan Wang Persaraan) (edit) (deal info)

7/11/19 - Email bounced and their phone number is not working...

Print/Vcard/EmailContactAddress
1 print vcard emailEncik Zalman Ismail
52-Macfarlane Partners (edit) (deal info)

7/11/19 - Left a voicemail and resent the teaser to Dirk Hallemeier https://www.macfarlanepartners.com/teammembers/dirk-hallemeier/

Print/Vcard/EmailContactAddress
No result
53-macquarie capital partners (edit) (deal info)

7/11/19 - Was originally sent to just an analyst - I went ahead and sent the teaser to the two guys that head up their Real Estate group - Anupam Ladha and Prabhu Raman - RA 7/11

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No result
54-Marwood Assets Management (edit) (deal info)

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No result
55-McMorgan & Company (edit) (deal info)

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1 print vcard emailChris McEldowney
(415) 616-9352		One Bush Street
San Francisco CA
2 print vcard emailThomas OHanlon
(415) 788-9300		425 Market Street
San Francisco CA
56-MetLife Real Estate Investments (edit) (deal info)

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No result
57-Mitsui Fudosan (edit) (deal info)

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No result
58-Morgan Stanley (edit) (deal info)

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No result
59-Morguard Investments (edit) (deal info)

7/11/19 - Gordon Vallmer has retired - I left a message with his replacement. I also sent teaser to David Ward (Dward@morguard.com) via email, need to follow up with a call - 7/11 RA

Print/Vcard/EmailContactAddress
1 print vcard emailGordon Vollmer
55 City Center Drive, Suite 800
Mississauga
60-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 emailMark Lasker
(212) 303-1650 		645 Fifth Avenue, 21st Floor
New York NY
61-National Real Estate Advisors (NEBF) (edit) (deal info)

6/27/19 - Teaser sent 6/27/19

Print/Vcard/EmailContactAddress
1 print vcard emailKevin Verdi
(202) 496 3370		900 7th Street, NW, Suite 900
Washington DC
62-Northwood Investors (edit) (deal info)

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No result
63-Oaktree Capital Management (edit) (deal info)

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No result
64-Oxford Properties Group (edit) (deal info)

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No result
65-OZ Management (edit) (deal info)

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No result
66-Partners Group (edit) (deal info)

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1 print vcard emailRon Lamontagne
67-PCCP LLC (edit) (deal info)

7/9/19 - Left message to follow up - 7.9.19

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1 print vcard emailJim Galovan
68-Principal Investors (edit) (deal info)

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No result
69-PSP Investments (edit) (deal info)

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1 print vcard emailKristopher Wojtecki
1250 Rene-Levesque Blvd West Suite 900
Montreal
70-Rockpoint Group (edit) (deal info)

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No result
71-Rockwood Capital Corporation (edit) (deal info)

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No result
72-Sobrato Development Company (edit) (deal info)

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1 print vcard emailJohn Sobrato
(408) 446-0700		10600 North De Anza Boulevard
Cupertino CA
73-Somera Capital Management, LLC (edit) (deal info)

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No result
74-Square Mile Capital (edit) (deal info)

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No result
75-Starwood Capital (edit) (deal info)

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1 print vcard emailChris Graham
76-Stockbridge Real Estate Funds (edit) (deal info)

7/11/19 - Originally sent to incorrect email for Mark Carlson - I resent to his correct email (MCarlson@sbfund.com). Need to follow up with a call.

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1 print vcard emailJim Ratner
2 print vcard emailStephen Pilch
77-Sumitomo Corporation of America (edit) (deal info)

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No result
78-The Roxborough Group (edit) (deal info)

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No result
79-Tricon Capital Group (edit) (deal info)

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1 print vcard emailGary Berman
(416) 925-7228		1067 Yonge Street
Toronto
80-UBS Realty Investors LLC (edit) (deal info)

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No result
81-Wafra Investment Advisory Group, Inc. (edit) (deal info)

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No result
82-Walton Street Capital, LLC (edit) (deal info)

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1 print vcard emailPerry Pinto
900 North Michigan Avenue
Chicago IL
83-Westbrook Partners (edit) (deal info)

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No result
84-Westport Capital Partners (edit) (deal info)

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1 print vcard emailMatt Landau
(203) 454-4200		55 Post Road W
Westport CT
85-Zappettini (edit) (deal info)

Print/Vcard/EmailContactAddress
1 print vcard emailJohn Zappettini
300 Montgomery St.
San Francisco CA
Most Recent Comments - Mill District - Sonoma Valley, California
DateCompanyComment
07/17/2019Jamestown PropertiesPass - they can\'t do condos and hotels -- ramick
07/17/2019LaSalle Investment Management, Inc.Don\'t have capital for fore-sale housing or hotels -- ramick
07/15/2019Apollo Global Real EstateNot currently pursuing ground up development opportunities.. -- ramick
07/15/2019Northwestern MutualNorthwestern Mutual does not do condo joint ventures -- ramick
07/11/2019Rockefeller Group Investment ManagementJames Camp - \"We are ground up developers and are typically not a source of JV equity. Also, this is not an urban infill type of project, thus we are a pass\" -- ramick
07/11/2019Stockbridge Real Estate FundsOriginally sent to incorrect email for Mark Carlson - I resent to his correct email (MCarlson@sbfund.com). Need to follow up with a call. -- ramick
07/11/2019Rockefeller Group Investment ManagementLeft a VM and resent email/teaser to Jim Camp - RA 7/11 -- ramick
07/11/2019Northwestern MutualResent the teaser to Spencer Burton, who heads up their NW region -- ramick
07/11/2019Morguard Investments Gordon Vallmer has retired - I left a message with his replacement. I also sent teaser to David Ward (Dward@morguard.com) via email, need to follow up with a call - 7/11 RA -- ramick
07/11/2019macquarie capital partnersWas originally sent to just an analyst - I went ahead and sent the teaser to the two guys that head up their Real Estate group - Anupam Ladha and Prabhu Raman - RA 7/11 -- ramick