REAL ESTATE FINANCE
W. P. CAREY & CO. LLC
50 Rockefeller Plaza
New York, NY 10020
P: (212) 492.1100
F: (212) 492.8922
Website: www.wpcarey.com
Key Executives: Trevor P. Bond, President & CEO; Jason Fox, Managing Director,
Domestic Investments; Gino Sabatini ,Managing Director, Domestic Investments;
H. Cabot Lodge, IIII, Managing Director, European Investments; Jeffrey Lefleur, Managing Director, European Investments
Services Provided: We help companies and PE firms, create customized, flexible and
results-driven financing structures for LBOs recapitalizations and acquisitons.
Description: W. P. Carey & Co. LLC (NYSE: WPC) is an investment management
company that provides long term sale leaseback and build to suit financing for companies worldwide and manages a global investment portfolio of approximately $11.8
billion. Publicly traded on the New York Stock Exchange (WPC), W. P. Carey and its
CPA® series of non-traded REITs help companies and private equity firms unlock
capital tied up in real estate assets. The W. P. Carey Group’s investments are highly
diversified, comprising contractual agreements with approximately 284 long term
corporate tenants spanning 28 industries and 18 countriess.
Service Territory: Northeast, Southeast, Midwest, Southwest, West, International
REAL ESTATE INVESTMENT BROKERAGE
UNITED TRUST FUND
REAL ESTATE FINANCING
ANGELO, GORDON & CO., L.P.
245 Park Avenue
26th Floor
New York, NY 10167
P: (212) 883.4157
F: (212) 883.4141
Email: gwhiting@angelogordon.com
Website: www.angelogordon.com/netlease
Key Executives: Gordon J. Whiting, Portfolio Manager & Managing Director;
Teddy Kaplan, Managing Director; Sharon Kilmer, CFA, Managing Director
Services Provided: Angelo, Gordon’s Net Lease Group provides sale-leaseback
financing for privately held and public companies to monetize real estate assets.
Description: Angelo, Gordon was founded in 1988 and as of September 2010 has
approximately $23 billion of assets under management. The firm manages capital
across four principal lines: (i) real estate – both debt and equity, (ii) distressed debt
and leveraged loans, (iii) private equity and special situations and (iv) a number of
hedged strategies.
Service Territory: Northeast, Southeast, Midwest, Southwest, West, International
REAL ESTATE LENDERS
APARTMENT BANK
12777 High Bluff Drive #100
San Diego, CA 92130
P: (866) 923.7113
Email: apartmentcustomerservice@apartmentbank.com
Website: www.apartmentbank.com
Key Executives: Morgan Ferris, SVP Multifamily Lending; Scot Cunningham,
VP Sales Multifamily Lending; Kristi Procopio,Chief Marketing Officer/SVP
Services Provided: Apartment Bank, a division of BofI Federal Bank, provides
multifamily financing for affordable and market-rate rental housing.
Description: Apartment Bank, a division of BofI Federal Bank (NASDAQ: BOFI), is a
nationwide Direct Portfolio Lender specializing in multifamily loans from $250,000 to
$10 million. With streamlined underwriting and fast decision making, we focus on
speed of delivery and flexible, tailored financing for multifamily housing investors.
Visit http://www.apartmentbank.com
Major Clients: The bank offers Direct Borrower programs as well as Wholesale loan
programs for the Real Estate Professional.
Service Territory: Northeast, Southeast, Midwest, Southwest, West
TENANT REPRESENTATION
ITRA GLOBAL
Chicago – O’Hare Building
401 Devon Avenue
Park Ridge, IL 60068
P: (706) 654.3201
F: (706) 654.3202
Email: itra@itraglobal.com
Website: www.itraglobal.com
Key Executives: Carrie Holstead, Chairman; Mark Stevens, SIOR, Vice Chairman;
Beth Wade,Executive Director
Services Provided: Corporate Real Estate Tenant Representation and Advisory
Services
Description: ITRA Global is an organization of real estate professionals specializing in representing tenants and buyers in the leasing, acquisition and disposition
of office, industrial and retail facilities. With services across North America, Latin
America, Europe and Asia, ITRA Global has coverage in 80+ U. S. and International
markets. I TRA Global consists of seasoned industry leaders with an average of 20
years experience and is differentiated by its focus on tenant/buyer advocacy. Clients
benefit by having experienced experts as trusted advisors - conflict-free representation with total objectivity.
Service Territory: International
80 REAL ESTATE FORUM DECEMBER 2011
