Deal Tracking Report

Coverage

Company / Firm

Comments/Status

Term Sheets Received

No result

Executed Confidentiality Agreement Received

8/31/20 - Sent email requesting a call with sponsor

	Print/Vcard/Email	Contact	Address
1		Garrett Hatton

CrossHarbor Capital Partners LLC (edit) (deal info)

8/24/20 - We are going to pass on this one – the untrended / trended ROC metrics and all-in basis make this one too tight for us to have comfort for an office deal in this environment. We feel that the return on cost compresses further once layering in leverage / interest carry, and we’d really need to employ leverage to get close to our targeted returns. Once again, thanks for sending us the opportunity and we look forward to reviewing others in the future.

	Print/Vcard/Email	Contact	Address
1		Eric Boyd 617 624 8300	One Boston Place Boston MA

Garrison Investment Group (edit) (deal info)

8/19/20 - Sent financial information as requested. Also sent leasing brochures for 1 West Santa Clara and 2 West. Trying to arrange a call with Sponsor.

	Print/Vcard/Email	Contact	Address
1		Long Nguyen

Jamestown Properties (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Oaktree Capital Management (edit) (deal info)

8/19/20 - Sent leasing brochures for 1 West Santa Clara and 2 West

	Print/Vcard/Email	Contact	Address
No result

Rockwood Capital Corporation (edit) (deal info)

8/31/20 - Sent email requesting a call with sponsor

	Print/Vcard/Email	Contact	Address
1		David Streicher 212-402-8500	10 Bank Street White Plains NY

Wafra Investment Advisory Group, Inc. (edit) (deal info)

8/31/20 - Sent email requesting a call with sponsor

	Print/Vcard/Email	Contact	Address
1		Alison Pepe (212) 759-3700	345 Park Avenue New York NY

Detailed Discussions

No result

Initial Discussions

Baupost Group LLC, The (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Blue Vista Capital Partners LLC (edit) (deal info)

8/7/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Dwight Stevenson (312) 578-0033	One North Franklin StreetOne South Wacker Drive Chicago IL

CenterSquare Investment Management (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Farallon Capital Management (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Heitman Real Estate Investment Management (edit) (deal info)

8/7/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Alex Vasileff

LaSalle Investment Management, Inc. (edit) (deal info)

	Print/Vcard/Email	Contact	Address
1		Jim Garvey (312) 782-5800	200 E. Randolph Street Chicago IL

Groups that have Passed

AEW Capital Management, L.P. (edit) (deal info)

8/24/20 - Drove by the building yesterday and also discussed internally. I am a pass for our core and value add buckets of money. However, I passed on to Jon Watson who covers this for our opportunistic capital

	Print/Vcard/Email	Contact	Address
1		Nate Munston

appian capital (edit) (deal info)

8/24/20 - Mostly doing group up multi-family development

	Print/Vcard/Email	Contact	Address
1		John Lotter (415) 464-9469	700 Larkspur Landing Circle Larkspur CA

ASB Capital Management (edit) (deal info)

8/6/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		David Quigley (240) 482-2900	540 Cowper Street Palo Alto CA

Canyon Capital Realty Advisors (edit) (deal info)

8/13/20 - Would only be interested in mezz or pref.

	Print/Vcard/Email	Contact	Address
1		Frank Liu

Carlyle Group (edit) (deal info)

8/14/20 - Don't see Carlyle doing creative office or traditional office at this time

	Print/Vcard/Email	Contact	Address
1		David Kingery 310 575 1700	11100 Santa Monica Boulevard Los Angeles CA

MSD Capital, L.P. (edit) (deal info)

8/10/20 - Min equity check of $75M.

	Print/Vcard/Email	Contact	Address
1		Nick Newburger

NATIONAL REAL ESTATE ADVISORS (edit) (deal info)

8/19/20 - Sent financial information as requested. Also sent leasing brochures for 1 West Santa Clara and 2 West. Trying to arrange a call with Sponsor.

	Print/Vcard/Email	Contact	Address
1		Kevin Verdi (202)467-0610	900 7th Street Washington DC

Nuveen Real Estate (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

PCCP (edit) (deal info)

8/6/20 - Email sent

	Print/Vcard/Email	Contact	Address
No result

Sculptor Capital (edit) (deal info)

8/17/20 - Follow up email sent

	Print/Vcard/Email	Contact	Address
No result

Shorenstein Company (edit) (deal info)

9/1/20 - Decided it was too small for their fund

	Print/Vcard/Email	Contact	Address
1		Andrew Friedman (415) 772-7000	555 California Street San Francisco CA

Somera Capital Management, LLC (edit) (deal info)

8/17/20 - Follow up email sent

	Print/Vcard/Email	Contact	Address
1		C. Jacob Farver 2028289500	1054 31st Street NW Washington DC

Uncategorized

Barings Real Estate Advisors (edit) (deal info)

8/17/20 - Sent follow up email

	Print/Vcard/Email	Contact	Address
1		Michael Zammitti	180 Glastonbury Blvd. Glastonbury CT

Bentall Kennedy (edit) (deal info)

8/17/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Kevin Rivest (301) 656-9119	7315 Wisconsin Avenue Bethesda MD

Bristol Group Inc. (edit) (deal info)

	Print/Vcard/Email	Contact	Address
1		Andrew Williams	400 Montgomery Street San Francisco CA

Clarion Partners (edit) (deal info)

8/17/20 - Follow up email sent

	Print/Vcard/Email	Contact	Address
1		Gary Rufrano (212) 883-2500	230 Park Avenue New York NY

Federal Capital Partners (edit) (deal info)

8/7/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Eric Weinberg

JP Morgan Asset Management (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Long Wharf Real Estate Partners LLC (edit) (deal info)

8/17/20 - Follow up email sent

	Print/Vcard/Email	Contact	Address
1		Justin Smith	One Federal Street Boston MA

Prudential Real Estate Investors (edit) (deal info)

	Print/Vcard/Email	Contact	Address
1		Tim Hennessey

Rockpoint Group (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Square Mile Capital (edit) (deal info)

8/7/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Matt Drummond

USAA Real Estate Company (edit) (deal info)

2/15/22 - Email sent to Robert Amick

	Print/Vcard/Email	Contact	Address
No result

Washington Capital Management (edit) (deal info)

8/7/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Joe Versaggi

Most Recent Comments - Two North, San Jose, CA
Date	Company	Comment
02/15/2022	USAA Real Estate Company	Email sent to Robert Amick -- pwitham
09/01/2020	Shorenstein Company	Decided it was too small for their fund -- pwitham
08/31/2020	Shorenstein Company	Sent email requesting a call with sponsor -- pwitham
08/31/2020	Wafra Investment Advisory Group, Inc.	Sent email requesting a call with sponsor -- pwitham
08/31/2020	Rockwood Capital Corporation	Sent email requesting a call with sponsor -- pwitham
08/31/2020	Alcion Ventures	Sent email requesting a call with sponsor -- pwitham
08/26/2020	Alcion Ventures	OM Sent -- pwitham
08/24/2020	CrossHarbor Capital Partners LLC	We are going to pass on this one – the untrended / trended ROC metrics and all-in basis make this one too tight for us to have comfort for an office deal in this environment. We feel that the return on cost compresses further once layering in leverage / interest carry, and we’d really need to employ leverage to get close to our targeted returns. Once again, thanks for sending us the opportunity and we look forward to reviewing others in the future. -- pwitham
08/24/2020	appian capital	Mostly doing group up multi-family development -- pwitham
08/24/2020	Rockwood Capital Corporation	Sent OM with financials and leasing brochures -- pwitham

Deal Tracking Report - Two North, San Jose, CA (edit, Deal Management)