2017 TOP INVESTORS RESOURCE GUIDE
EQUITY INVESTMENTS FULL SERVICE REAL ESTATE COMPANIES
UNITED TRUST FUND
2 Alhambra Plaza, Suite 1240
Coral Gables, FL 33134
P: (305) 358-7711
F: (305) 358-4002
Key Executives: Fred Berliner, President; James Nolan, Executive Vice President;
Buzz Sampson, Vice President; Paul Domb, Vice President; John Oks, Director, Broker
Services; Larry Berliner, Acquisitions Officer.
Company Description: United Trust Fund was founded in 1972 and is the oldest firm,
specializing solely in sale leasebacks of corporate real estate. UTF purchases all
property types under long term triple net leases.
Major Clients: Mercy Healthcare; Boise Cascade; Southwest Energy,
Bank of America, Cracker Barrel, Old National Bank, DPR Inc. to name a few.
Service Territory: Northeast, Southeast, Midwest, Southwest, West
MORTGAGE BANKERS/ BROKERS
MARCUS & MILLICHAP
19800 MacArthur Boulevard Suite 150
Irvine, CA 92612
P: (949) 419-3200
F: (949) 419-3210
Key Executives: William E. Hughes, Senior Vice President; Richard Katzenstein,
Senior Vice President, National Director
Services Provided: Marcus & Millichap Capital Corporation provides real estate debt
and equity for all commercial property types.
Description: Marcus & Millichap Capital Corporation (MMCC) offers superior capital
market expertise and comprehensive debt and equity products for a full range of
investment property types. Through long- term relationships with the industry’s
leading national, regional and local lenders, MMCC gives clients access to the
most reliable and competitive rates and terms.
Service Territory: Nationwide (NMLS: 164121| AZ Lic: BK-903255)
MORTGAGE BANKERS/ BROKERS
CUSHMAN & WAKEFIELD
225 West Wacker Drive
Chicago, Illinois 60606
P: (312) 424-8000
F: (312) 424-8080
Key Executives: Brett White, Chairman & CEO, Tod Lickerman, Chief Executive of the
Americas, Joe Stettinius, Chief Executive, Americas Brokerage and Capital Markets
Service Provided: agency leasing, asset svcs, cap mkts, facility svcs (C&W Services),
global occupier svcs, investment mgmt (DTZ Investors), proj/development svcs, tenant
rep, valuation & advisory
Company Description: Cushman & Wakefield is a leading global real estate services
firm that helps clients transform the way people work, shop, and live. Our 45,000 employees in more than 70 countries help investors and occupiers optimize the value of
their real estate by combining our global perspective and deep local knowledge with
an impressive platform of real estate solutions. 2017 marks the 100-year anniversary
of the Cushman & Wakefield brand. 100 years of taking our clients’ ideas and putting
them into action.
Major Clients: Cushman & Wakefield represents a broad range of clients, from small
businesses to the Fortune 500, from local nonprofits to global institutions.
Service Territory: International
3500 American Blvd. W, Suite 500
Bloomington, MN 55431
P: (952) 356-0100
F: (952) 356-0099
Key Executives: Jeff Weidell, President; William Ross, President
Services Provided: Debt and Equity Financing, Commercial Loan Servicing
Description: NorthMarq is a leading national mortgage banking firm headquartered
in Minneapolis with 36 offices coast-to-coast. NorthMarq acts primarily as a
third-party intermediary, matching institutional investors with owners of commercial
real estate that are seeking debt, joint venture, mezzanine financing and other capital
solutions. NorthMarq’s annual production volume exceeds $13 billion and currently
services a loan portfolio of more than $50 billion.
Major Clients: Commercial real estate owners and developers, institutional lenders
Service Territory: Midwest, Northeast, Southwest, Southeast
REAL ESTATE LENDING
U.S. REALTY ADVISORS, LLC
1370 Avenue of the Americas
New York, New York 10019
P: (212) 581-4540 • F: (212) 581-4950
Key Executives: Richard H. Ader, Chairman, David Silvers, Vice Chairman, David M.
Ledy, Chief Operating Officer
Services Provided: Net lease real estate equity investments and long term financing,
with structuring to satisfy unique tenant requirements and to assure prompt closing.
Company Description: Private, NY-based firm completing over $10B of net lease
transactions, complex re-capitalizations and structured credit-based transactions
since its founding in 1989.
Major Clients: USRA invests equity capital as principal for itself and major insti-
tutional and private investors. Combining capital markets knowledge, transaction
experience, financial analysis and structuring creativity, USRA specializes in the
acquisition of a broad range of commercial property types net leased on a long
term basis to major corporate and other credit tenants. USRA acquires assets in
value from $15M to over $1B.
Service Territory: Mid-Atlantic, Midwest, Northeast, Southeast, Southwest, West
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