Modern campus with landscaped path
Services

Equity & JV

Joint-venture and preferred equity partner introductions for acquisitions, recapitalizations, and development stacks.

Focus

We align sponsorship, structure, and capital partner expectations before outreach.

JV and preferred equityRecapitalizations and development stacksInstitutional and sophisticated private partners

We apply advanced AI across research, underwriting support, and process QA - with senior principals accountable for recommendations. Learn more.

Structures

Choosing the Right Equity Structure

Joint Venture

A sponsor and capital partner invest alongside each other with agreed governance, returns, and promote structure.

AcquisitionDevelopmentProgrammatic

Preferred Equity

Capital that sits between senior debt and common equity with a priority return, often used to reduce sponsor equity needs.

Gap capitalRecapitalizationFlexible

Recapitalization

Bringing in new capital to buy out partners, fund capital needs, or restructure ownership while retaining operational control.

Partner buyoutsCapexRestructuring

Development Equity

Capital for ground-up and major repositioning projects, evaluated on sponsor, basis, entitlements, and exit.

Ground-upEntitled sitesPhased
Modern campus with landscaped walkway
Aligned structure, aligned partners
Our Approach

Align structure before outreach

The best equity partnerships begin with a clear view of sponsorship, structure, and partner expectations. We help sponsors define what they need - then introduce capital partners whose appetite, check size, and approach fit.

  • Sponsor and business-plan positioning
  • Promote, preferred return, and governance framing
  • Targeted introductions to institutional and private partners
  • Support through term negotiation and documentation
Partner View

What Capital Partners Evaluate

Sponsor & Track Record

Experience, alignment, and execution capability in the asset type and market.

Basis & Downside

Entry basis, capital plan, and how the deal performs when assumptions are missed.

Alignment & Structure

Promote, co-invest, governance, and exit rights that keep interests aligned.

Business Plan

A credible, well-supported plan with realistic leasing, cost, and timeline assumptions.

Questions

Frequently Asked Questions

How much sponsor co-invest is typical?
It varies widely by partner type, deal profile, and sponsor track record. We help sponsors understand what the relevant partners expect before outreach.
Do you work with first-time or emerging sponsors?
We can help sponsors of different experience levels frame their story and identify partners who are open to their profile.
Can you help with a recapitalization?
Yes - including partner buyouts, capital needs, and restructuring of existing ownership.

Start a Conversation with a Senior Principal

We respond directly - typically within one business day.

Contact Us (520) 600-7004