SES Directory

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Capital Square is a national real estate firm specializing in tax-advantaged real estate investments, including Delaware statutory trusts for Section 1031 exchanges and qualified opportunity zone funds for tax deferral and exclusion. Capital Square has completed more than $2.6 billion in transaction volume. Capital Square’s executive team has decades of experience in real estate investments. Its founder, Louis Rogers, has structured hundreds of investment offerings totaling in excess of $5 billion. Capital Square’s related entities provide a range of services, including due diligence, acquisition, loan sourcing, property/asset management, and disposition, for a growing number of high net worth investors, private equity firms, family offices and institutional investors.

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Urban Catalyst is a real estate equity fund focused on ground-up development projects in downtown San Jose. As both fund manager and local developer, we are in a unique position. We have experience creating ground-up development projects in downtown San Jose, and our track record of success in the Bay Area includes:

  • $5.0 Billion + in development projects
  • $5.2 Billion + in real estate asset acquisitions
  • 200+ real estate properties developed across a variety of asset classes
  • Over 2,000 residential units that are now located in opportunity zones

Fund I Success

We are proud of our success in Urban Catalyst Opportunity Fund I LLC (“Fund I”). Fund I was a multi-asset real estate fund focused on ground-up developments consisting of office, mixed-use, student housing, senior housing and a hotel. By the time we closed our offering on December 30, 2020, we had not only acquired all of our projects but had also surpassed our fundraising goals by raising a total of $131M from a diverse investor base.

Croatan Investments

Croatan Investments is a private equity real estate manager focused on multifamily investments. We have a passion for uncovering new opportunities to create superior results across the market cycle. Founded in 2004, our track record is built upon our opportunistic nature, agnostic approach, and nimble execution. We adapt our strategy across all stages of the market cycle, maintain investment flexibility to consistently seek attractive risk-adjusted returns, and preserve the trust of our investors.

Headquartered in Virginia Beach, VA, Croatan has team members operating in Austin, Dallas, Atlanta, New York City, Washington D.C., and Singapore. Our portfolio currently consists of multifamily assets across the Mid-Atlantic and Sun Belt regions. Croatan Investments is proud to be a certified minority-owned company.

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NexPoint is an alternative investment platform comprised of a group of investment advisers and sponsors, a broker-dealer, and a suite of related investment vehicles.

Our platform brings alternative strategies — typically confined to institutional vehicles — to retail channels via independent broker-dealers and investment advisers.

NexPoint is an experienced sponsor of 1031 exchanges structured through Delaware Statutory Trusts (DSTs).

About Keystone National Properties: Founded in 2016 by Michael Packman, Keystone National Properties (KNPRE) is a real estate and private equity firm whose team is passionate about delivering value, the strategic growth of the firm, and positively impacting the world. KNPRE’s founding philosophy is “Doing well by doing good.” To learn more about investment opportunities with KNPRE, visit knpre.com.

Founded in 2016 by Mike Packman, KNPRE is a real estate investment firm whose team is passionate about delivering value, the strategic growth of the firm, and positively impacting the world. KNPRE’s founding philosophy is “Doing well by doing good.”

Relationships with our investors are important to each team member. Our investors know they can reach each of us directly and receive prompt, honest answers and exceptional service.

Our team is comprised of seasoned professionals with a wealth of experience across the real estate acquisition, due diligence, and financial services industries.

When investing, nothing is more important than the team acting on your behalf. At KNPRE, we operate with the highest level of integrity and with every opportunity or challenge we encounter, choose to act based on what is in the best interest of our investors - period.

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Shopoff Realty Investments is a national real estate investment firm that primarily focuses on proactively generating appreciation through the repositioning of commercial, income-producing properties and the entitlement of land assets. Founded by chief executive officer William Shopoff in 1992, the story of Shopoff Realty Investments is one of success born of determination, vision and integrity1.

Headquartered in Orange County, California, Shopoff Realty Investments uses a multi-disciplined approach that enables the firm to uncover opportunities that others may not capitalize on or recognize. The company’s practiced investment method includes a fundamental analysis of real estate markets supplemented with expertise in entitlement and adaptive reuse strategies.

Shopoff Realty Investments’ clients include a wide range of investors and joint venture partners that includes banks, developers, builders and high-net-worth individuals.

 
1 1992-present as Asset Recovery Fund, Eastbridge Partners and Shopoff Realty Investments (formerly known as The Shopoff Group). William Shopoff is the Founder and Principal of all these entities. Performance has varied in this time frame with certain offerings having generated losses that are detailed in the track record. Past performance is not indicative of future results.
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Our Mission Statement is Simple:

to provide value to our investors through senior housing real estate investment opportunities by partnering with quality operators who have a proven track record and core values that demonstrate a passion for providing exceptional healthcare services.

Over 100 years of combined experience:

The Inspired Healthcare Capital team is comprised of seasoned professionals with senior housing and real estate investment experience.

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Four Springs Capital Markets is the exclusive distributor of tax deferred exchange solutions offered by Four Springs TEN31 Xchange, an institutional sponsor of replacement properties and a subsidiary of Four Springs Capital Trust, a net leased Real Estate Investment Trust.

Four Springs Capital Markets provides a rigorous due diligence process for its programs and makes available a state-of-the-art due diligence data vault to its investment partners under a confidentiality agreement. You can access our confidentiality agreement here.

The company is an active participant in all major industry associations, and partners with leading due diligence and educational platforms.

Four Springs Capital Markets takes a consultative approach in providing education, service and support to advisors and their clients who seek to diversify their portfolios with real estate investment opportunities that provide tax deferral benefits along with the potential for current income.

The company’s National Accounts and Product Management teams work closely with broker-dealer and other investment platform home office personnel to ensure impactful and compliant product launches, while the sales team provides education and ongoing support through client meetings, seminars, webinars and educational forums.

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FOUNDED IN 2009 BY RYAN HANKS, MADISON CAPITAL GROUP IS A FULL SERVICE PRIVATE EQUITY REAL ESTATE INVESTMENT AND DEVELOPMENT FIRM WITH A PRIMARY FOCUS ON THE MULTIFAMILY AND SELF-STORAGE SECTORS.

We take pride in departing from the conventional approach to real estate investing by taking the road less traveled. We seek off-market and opportunistic opportunities, whether pursuing an existing acquisition, acquiring a piece of land, or developing from the ground up.

Madison’s entrepreneurial mindset, vertical integration, and exceptional in-house capabilities allow us to move quickly and take advantage of varying market conditions and unique investment opportunities. We pursue multi-dimensional strategies, which we believe are crucial in a constantly evolving real estate market. We listen to the market and firmly believe it dictates where great investments exist. While we do not try to predict the future, we prepare for it.

We built our business by delivering superior returns to our investors, most of whom are friends and family, and by binding our success to theirs. We enjoy doing business with people we know, and we value enduring relationships over short-term gains. We encourage you to get to know us better and would be honored to consider you our partner.

CAI Investments, LLC

CAI Investments finances, develops, and manages properties across key markets in the United States. We are a fully integrated company with approximately 20 employees, managing the entire real estate development process.

CAI Investments is focused on providing secure, attractive investment returns through the strategic acquisition and asset management of distressed real estate based assets in strengthening U.S. Markets of stability and growth.

CAI Investments finances, develops and manages properties across key markets in the United States. We are a fully integrated company with approximately 20 employees, managing the entire real estate development process.

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Since 1998, Passco Companies, LLC has operated throughout all market conditions and cycles. The company has acquired over $7.2 billion in multifamily and commercial real estate in the United States. Since its inception, Passco Companies has become a recognized provider of investment opportunities in real estate projects.

Passco Companies is directed by a team of dedicated senior real estate professionals whose experience in the business averages 38 years, and who, collectively, have acquired over $35 billion in investment real estate projects.

Nationally, Passco Companies has achieved the status of “Preferred Borrower” with Fannie Mae, ranked #2 “Best Places to Work in Multifamily” in 2019 by Multifamily Leadership and listed as one of the “Top Owners” by Multihousing News in 2019, for the 3rd consecutive year. Passco Companies is also recognized locally on the 2019 lists: “Fastest Growing Private Company” and “Top Private Companies” by the Orange County Business Journal and one of Inc. 5000’s “Fastest-Growing Private Companies in America” in 2018. The company launched “Passco Gives Back” in 2015 and has given over a quarter of a million dollars to local charities benefiting education, medical research, family and children’s services and veterans.

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With decades of industry experience, and a proven track record, Resource Royalty utilizes the real estate approach to energy investing by structuring highly strategic and diversified mineral and royalty investment portfolios for accredited investors.

Investors are presented with a high quality asset similar to those held by some of the largest endowments in the country. This unique opportunity allows for expanding the revenue focus to more than just brick-and-mortar real estate. The strategy utilizes well established royalty properties in a proven 1031 tax free exchange scenario. Clients enjoy the benefit of income generating, subsurface real estate which is located in the most active oil basins in the country. This results in a royalty income stream from the some of the largest oil and gas companies in the U.S.

BridgeView Multifamily

Bridgeview Real Estate is a privately held owner, developer and operator of commercial real estate in Texas with a primary focus on multifamily, office and mixed use properties.  Our investments are opportunistic in nature, and include primarily high quality real estate in core or secondary markets.  We provide unique investment opportunities that generate substantial returns on behalf of our institutional partners, private investors, and our own principals.  While our principals are individually creative in character; collectively we provide accretive expertise in multiple product segments that span all facets of real estate including investment management, asset management, property management and construction & development.

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Flatirons Asset Management is a private investment firm, formed in 2019 to be a dependable partner in the practice of good stewardship.

We specialize in sponsoring tax-advantaged real estate offerings, including Delaware statutory trusts. Our investment opportunities seek to provide reliable income, downside protection, and upside potential through skillful management and strategic exits.

Based in Denver, Colorado, Flatirons is a subsidiary of Crosstimbers Capital Group (“Crosstimbers”). As a Registered Investment Advisor, Crosstimbers manages private equity and venture capital funds and invests on behalf of high net worth individuals and family offices. Crosstimbers was founded in 2016 by David Hollon and Trevor Brock as a way to include others in the investment strategy they were previously executing on behalf of Brock Capital Group, a Houston-based family office. David and Trevor have been close friends for over eighteen years and have worked together for ten years managing investments.

The Crosstimbers team has developed deep expertise working within portfolio companies to stabilize and strengthen them as they scale. They have helped raise more than three billion dollars to support the growth of those businesses, two of which are now public. The principals of Crosstimbers also led the initial investment in Red Dot Storage, a company they continue to help manage today.

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GTIS Partners is a leading real estate investment firm in the Americas, headquartered in New York with offices in São Paulo, San Francisco, Los Angeles, Atlanta, Charlotte, Phoenix, Houston, Paris and Munich. GTIS Partners looks for markets and locations that have strong fundamental drivers such as job and income growth, better quality of life and a business-friendly environment. In those carefully selected markets and locations, we bring capital and expertise to create or enhance the physical built environment that can transform communities. We see communities and locations not for what they are but what they could be. On that journey, we work with best-in-class planners, architects and builders to deliver results.

“GTIS seeks to create differentiated returns by finding special opportunities and transforming real estate to its most productive use. We highly value our firm's collaborative culture and care deeply about the environment, our people, partners and governance.”
TOM SHAPIRO
President and Chief Investment Officer

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WHO WE ARE
A full-service real estate fund manager, property manager and brokerage company. Our team is led by brokers and top tier professionals. We share one goal: create positive results for our clients, investors and companies.

WHAT WE DO
We manage over 250 single tenant properties, shopping centers, office buildings and medical centers across the country and transact as a principal on over 80 such assets every year. Our mission is to deliver superior service and quality, specialized, investment real estate services with a straightforward and pain-free experience.

WHY WE DO IT
The services that we provide represent financial security and peace of mind for our clients - they have placed their trust in us, and we cherish and protect that trust. The highest compliment a customer can ask is, “Why was that so simple?”

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Our Vision
Our corporate motto, “Strive for Excellence” is more than just words. At U.S. Energy Development Corporation it is a way of life. Over the past 40 years U.S. Energy has pioneered a unique project development approach that focuses on the development of energy projects throughout onshore North America but only invests in the projects that our collective experience tells us will have a high potential for success for our partners in the long run.

U.S. Energy has a reputation for integrity, objectivity and professional excellence. We look forward with tremendous optimism that direct energy investments will continue to be an attractive option for investors looking for asset diversification, income potential and tax advantages.

Our Mission
To fulfill our mission of providing world-class direct energy investments, U.S. Energy has built its corporate culture on six specific core values. These core values not only dictate our day-to-day activity and decision making processes, but also ensure the entire company is aligned in our purpose to provide superior results for our partners through performance and communication.

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USG Realty Capital provides investors with a unique, mission-driven and socially responsible investing platform through opportunity zone funds, as well as a family of alternative real estate investment programs, including a 1031 exchange Delaware statutory trust platform.

Fund Strategy
Using the proprietary USG/OZI risk mitigation strategy, the Investors Choice OZ Fund, is a first-of-its-kind Opportunity Zone fund that allows investors to choose between a number of project specific Opportunity Zone developments within the fund, to allow for as much project concentration or diversification as they desire.

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Versity Invest, LLC is a real estate investment company located in Orange County, California.

Founded in 2018, the company specializes in student housing and multi-family projects across the US. With a portfolio valued at nearly $1.5 Billion across 22 states, Versity has over 1,800 investors and was ranked the 129th fastest-growing company in the U.S.

The name Versity is indicative of our wholistic approach to real estate investments and denotes the experience and professionalism of our company, while underlying our traditionally excellent customer service.

With 36 projects under management, Versity has raised several hundred million dollars in equity investments en route to becoming one of the largest syndicators of real estate in the country.

SES Club Directory

Synergistic Exchange Solutions (SES) provides the 1031 Exchange market advisor with solutions to grow and expand their practice. SES is a membership and territory driven platform. Its Founders have over 60+ years of experience in this market and have been responsible for $3 Billion + in Securitized Offerings.
Through the combination of Artificial Intelligence (AI) and Organic Intelligence (OI), SES locates Investment Property Owners (IPOs) that have listed properties for sale in defined geographic areas and within specific real estate markets. Each IPO is vetted to exacting criteria based on the member advisors market.
The exclusive ownership of IPO data within a defined geographic market provides unparalleled access to Investment Property Owners for our member advisors.