U.S. Commercial Real Estate Private Credit Fund

University Avenue Capital Management (“UA”) is a real estate investment and asset management firm focused exclusively on commercial real estate located within the United States. As an advisor to institutional investors, family offices and sovereign entities, the firm invests and manages private property debt and equity investment portfolios across the risk/return spectrum.

Invested approximately $4B across strategies, built and directed cross-functional team on sourcing strategy, structuring, and closing investments, led investments across all U.S. geographies and across both traditional and niche asset types (senior housing, data center, self-storage, single family residences (SFR), manufactured housing, and life science) and developed new strategies and raised capital based on market opportunities and capital dislocations.

Served as member of AEW Investment Committee on private debt investments across client portfolios. Monitored and managed macro, portfolio, and idiosyncratic risks across private debt investments, created, implemented, and monitored benchmarks for risk-adjusting returns across investments. Raised capital from domestic and sovereign investors, expanding product from single $100M core mezzanine mandate to multiple $4B cross-strategy mandates across multiple separately managed accounts (SMAs) and… Show more Served as member of AEW Investment Committee on private debt investments across client portfolios. Monitored and managed macro, portfolio, and idiosyncratic risks across private debt investments, created, implemented, and monitored benchmarks for risk-adjusting returns across investments. Raised capital from domestic and sovereign investors, expanding product from single $100M core mezzanine mandate to multiple $4B cross-strategy mandates across multiple separately managed accounts (SMAs) and co-mingled equity funds.Acted as primary contact for all debt investors, holding weekly and monthly calls to discuss market, pipeline, and strategy as well as issuing quarterly and annual reports and business plans. Selected investments for different portfolios based on target risk profile and acted as key liaison to investors. Show less

Outsourced investment acquisitions, financing and equity placement on behalf of investment managers and institutional investors as well as minority joint-venture equity partners.

Sourced equity and debt capital for joint venture partnerships on behalf of majority and minority investors. Directed portfolio management via assessment of individual investments and overall portfolio risk assessment and mitigation, and value maximization strategies. Acted as a primary liaison between money manager and fund investors; performed fund-raising activities existing investors and solicited new institutional capital. Presented board-level guidance to institutional passive real… Show more Sourced equity and debt capital for joint venture partnerships on behalf of majority and minority investors. Directed portfolio management via assessment of individual investments and overall portfolio risk assessment and mitigation, and value maximization strategies. Acted as a primary liaison between money manager and fund investors; performed fund-raising activities existing investors and solicited new institutional capital. Presented board-level guidance to institutional passive real estate and private equity funds (corporate pensions, corporations and private equity funds) on workout, distressed investments, tactical investment strategies, benchmarking and fund manager performance evaluation, and general risk management and asset allocation methods. Show less

Sourced off-market debt, equity and joint venture transactions ranging in size from $15 million to $120 million.Investments encompassed existing assets and ground-up development; asset classes included office, industrial, retail, multifamily, lodging, master-planned communities, senior housing, mobile home parks and improved and raw land.Negotiated economic and legal terms of direct and joint-venture investments through investment closing.Spearheaded alternative… Show more Sourced off-market debt, equity and joint venture transactions ranging in size from $15 million to $120 million.Investments encompassed existing assets and ground-up development; asset classes included office, industrial, retail, multifamily, lodging, master-planned communities, senior housing, mobile home parks and improved and raw land.Negotiated economic and legal terms of direct and joint-venture investments through investment closing.Spearheaded alternative investment strategies as market dictated; directed identification and acquisition strategy in structured off-balance sheet REIT financings, recapitalization targets, secondary LP fund interests, unsecured convertible and unsecured office and lodging REIT debt opportunities. Show less

Consummated approximately $2 billion in financings on single assets, portfolios, and entity level high yield debt financing. Worked on deal teams through all financings origination, analysis and closing of mezzanine and preferred equity opportunities, NPL and LP interest acquisitions, and bridge loans.