Investing in Senior Housing Post COVID-19

July 23, 2020
1:00 PM - 2:00 PM ET

COVID – 19 has impacted each and every aspect of the global and local economy. There is no age demographic that has been harder hit by this Pandemic than the elderly. Even after taking all the negative press from COVID-19 into consideration, Senior Living fundamentals still remain unchanged and there is a silver lining in the silver tsunami taking place. Lloyd Jones will share their best ideas on how to invest in this macro trend while avoiding the common pitfalls and earning the best risk adjusted returns.

Please join Chris Finlay, Chairman/CEO of Lloyd Jones and Tod Petty, EVP/COO of Lloyd Jones Senior Living to gain their expert insight into a once in a lifetime opportunity to invest into this macro demographic trend in a highly coveted geography.

  • Current conditions and future market potential: skilled nursing, assisted living, memory care, independent living and age restricted
  • Is now the time to invest in senior housing?
  • Urgency to pivot from current product line

Event Recording

Investing in Senior Housing Post COVID-19, Lloyd Jones Senior Living



  • Chris Finlay

    Chairman & CEO

    Chris Finlay began investing in real estate early in his career as a commercial airline pilot with Eastern Airlines. Casual investing soon evolved into a major commercial real estate business, and in 1983 Chris resigned from Eastern to concentrate exclusively on the Finlay Company. During the ensuing years, Chris grew the company into one of the largest real estate firms in New England with offices throughout the region.

  • Tod Petty

    EVP & COO

    As the leader of Lloyd Jones Senior Living, Tod Petty draws upon his development and operations skills honed over a 30-year career within the senior housing industry. His experience encompasses all levels of senior housing from independent living through assisted living, memory care, and skilled nursing.

    Early in his career he founded Augusta Respiratory Care, which he subsequently sold to Lincare Holdings. From there, he joined various health-related organizations serving in executive-level positions in business development and operations.

    Ultimately, he became president and COO of Thrive Senior Living, a high-growth operator of assisted living and memory care communities. Over a nine-year period, he led the company through an era of extensive development with the addition of 29 new senior communities.

    Most recently, he served as president and CEO of Mainstay Senior Living which offers innovative housing solutions from independent living through skilled nursing. Altogether, he has managed over 50 senior housing communities of varying levels of care.

    At Lloyd Jones Senior Living, Tod is responsible for the operations of the Lloyd Jones portfolio of senior living communities – existing and to-be-developed – as well as business development of the firm’s third-party management services.

    Tod holds a degree in business administration with an emphasis on management from Charleston Southern University. He is a certified director of assisted living, and a Senior Living Certification Commission member.



FLAIA is an open access platform of alternative investments for institutions, wealth advisors, family offices, RIAs, and accredited investors. General Partners gain access to a vertically integrated digital & traditional fintech marketplace. Investors gain access to special opportunities, educational webcasts and digital events. All of our digital events, educational content and alternative investment opportunities are available in one place under a single sign on.


Apple Inc. is an American multinational technology company headquartered in Cupertino, California, that designs, develops, and sells consumer electronics, computer software, and online services...


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ApexOne Investment Partners

ApexOne Investment Partners, LLC, a Texas limited liability company, is headquartered in Houston, Texas, with offices in Chicago, Illinois, Boca Raton, Florida, and Phoenix, Arizona, and, together with its affiliates, has substantial experience in real estate acquisition, syndication, financing, development, and disposition, as well as real estate transaction management. James A. Hearn, Ernest Johnson, Tim Burns, William Saul, and David Steele are the principals of ApexOne (the “Principals”).

Following on the success of ApexOne Growth & Income Fund I, LP, a Delaware limited partnership (“Fund I”), ApexOne Growth & Income Fund II, LP, a Delaware limited partnership (“Fund II”), and ApexOne Multifamily Fund III, LP, a Delaware limited partnership (“Fund III”), ApexOne has formed ApexOne Multifamily Special Situation Fund IV, LP, a Delaware limited partnership (the “Partnership”), to make investments in direct and indirect equity interests in multifamily residential properties, including those requiring capital infusion, repositioning, post-development leasing or which may be subject to a distressed sale, as well as indebtedness secured by such multifamily residential properties.

ApexOne Investment Partners has acquired 46 properties and invested over $1.5B in workforce and student housing communities over the last seven years. ApexOne prides itself on providing excellent living environments to its residents, high returns, and transparent communications to its investors while reducing the environmental impact of their properties. Their fund level returns on fully cycled properties have averaged over 28% and Over 94% of ApexOne’s investors have repeatedly invested in all three of their Funds.

Balfour Beatty Communities

Balfour Beatty Communities is a diversified real estate services company delivering acquisition, management and renovation services in the multifamily, student and military housing sectors. A leader in the industry for more than 20 years, our residential portfolio currently consists of more than 50,000 units and $6 billion in real estate assets under management. Since our inception we have developed or renovated more than 31,000 units with a total value approaching $4 billion. Our reputation is built on the hallmarks our clients, partners and residents have come to rely on: deep industry expertise, industry-leading practices, consistent results and an unwavering commitment to exceptional customer service.


Founded in 2013, GroundFloor is a wealthtech platform that allows everyone to build wealth through real estate. GroundFloor was the first company qualified by the U.S. Securities & Exchange Commission to offer direct real estate debt investments via Regulation A for non-accredited and accredited investors alike. Today, it remains the only product offering everyone the ability to build fully customizable real estate debt portfolios for short-term, high-yield returns. The company is headquartered in Atlanta and has raised $26 million in equity capital from a variety of sources, including venture capital and online public equity offerings. As of its most recent round of financing, the company is 25 percent customer-owned.

Linkvest Capital

Linkvest Capital LLC is a US-based co-investment platform for family offices, institutions and private investors. As a vertically integrated real estate firm, Linkvest Capital includes financing, acquisition and development entities. LV Lending, the private financing affiliate, focuses on real estate business and investment mortgage loans on residential and commercial properties. The company has a current portfolio of $240 million and has serviced more than 500 transactions for over $450 million in Florida and Georgia. Linkvest Properties, focuses on commercial acquisitions in the southeast United States region and operates a portfolio of over $35 million. LV Development, co-invests with real estate developers on multifamily and mixed-use projects in Florida, and has invested in 7 multifamily projects with over 1,600 apartments to be delivered between 2020 and 2024.

Safe Harbor Equiity

Safe Harbor Equity is an opportunistic private equity firm that strategically acquires, originates, manages and repositions performing and nonperforming asset-backed real estate mortgages up to $20 million.

With a proven track record of success navigating the complexities of the distressed debt space, Safe Harbor Equity seeks to preserve investor capital while targeting IRR’s of 20% or higher by leveraging highly sophisticated, bleeding-edge analytical techniques, coupled with decades of collective experience, to provide its investors superior returns that are uncorrelated with market volatility.

Leveraging its extensive contacts in the secondary markets for residential and commercial real estate loans; the investment banking and private equity communities, and the commercial and residential real estate sectors in general, Safe Harbor Equity leverages its extensive network to source deals and seize upon unique opportunities wherever they may arise.

PIA Residential

PIA Residential is a private equity real estate firm with a proven track record, buying and managing residential properties in the Southeast Unites States. The partnership currently owns and operates over 1,200 multifamily units across the southeast. During the last decade, PIA invested heavily in the single-family and medium-sized multifamily market; and through successful management and repositioning, PIA reaped the benefits of tremendous value appreciation. PIA's seasoned team of professionals brings over 180 years of combined experience in selecting, evaluating, structuring, financing, improving, managing, and selling multifamily assets. With an institutional mindset and entrepreneurial spirit, conservative underwriting, and defensive acquisition strategies, PIA strives to produce above-average, risk-adjusted market returns for our Family Office and HNW individual investors.


Preqin is the home of alternative assets, providing indispensable data, solutions and insights to support alternative asset professionals at every stage of the investment cycle. Since 2003, we have been the most trusted source of information on alternative assets, spanning private equity, venture capital, hedge funds, real estate, infrastructure, private debt, natural resources and secondaries. Our products and services are relied upon by more than 110,000 industry participants in over 90 countries, for a range of activities including fundraising, investor relations, asset allocation, fund manager selection and business development. Preqin is an independent business with over 500 staff based in New York, London, Chicago, Singapore, San Francisco, Sydney, Tokyo, Hong Kong, Guangzhou, Bangalore and Manila.

Adar Advisors

The company Adar Advisors is a family office in Singapore with focus on senior secured private debt in Western Europe and Asia. Its partners include financial experts, tax specialists, luxury real estate companies, wide range of European and Asian private banks.

Zenith Storage

MERCADYNE AUTOMATED PROPERTIES, LLC (M.A.P.) and our investors acquire land, design and develop luxury, enclosed storage facilities for recreational vehicles, marine, and exotic cars. We apply automation and cutting-edge hardware and software technologies, high security, digital marketing, active management and financial controls to mitigate human management, drive economic occupancy rates, increase net operating income, stabilize cash flows for multi-decade recurring revenue and creating equity value. We generate a significant increase in the underlying asset value of each facility from the combination of development and compelling land acquisition price. The capital appreciation from the development of our projects is a material component of the overall investment return which occurs antecedent and is accretive to, the return generated from the multi-year cash flow produced, which begins upon completion of development. 


Berkadia was formed in 2009 as a joint venture between Berkshire Hathaway and Leucadia National Corporation (now Jefferies Financial Group). With over $25 Billion in annual investment origination Berkadia is a leader in the commercial real estate industry, offering a robust suite of services to their multifamily and commercial property clients. Powered by deep relationships and industry-changing technology, Berkadia’s people sell, finance, and service commercial real estate, providing support for the entire life cycle of their clients’ assets. Berkadia’s unique ownership structure allows them to put their clients’ interests first and create a marketplace that delivers a superior experience. Berkadia is the largest non-bank commercial loan servicer in the US and a perennial top originator of GSE (Fannie Mae, Freddie Mac, HUD) and life insurance company loans.

Alexander Alternative Capital GP

Alexander Alternative Capital GP, LLC is a macro economic hedge fund that starts with top down macro economic analysis looking at G10 countries and their respective macro economics opportunities and threats. Then we go a step deeper and look at asset prices, interest rates, trade flows, geo political issues and macro enonomic trends. After the analysis is complete, we use a bottom up fundamental research to identify the absolutely highest probablity events with optiized expresssion and clearly defined triggers. Our risk management process is holistic and built into ever piece of portfolio construction. We beleive that risk management is done properly when risk tolerance is matched with portfolio volatility. We carefully analyze our position size and expected risk reward of every underlying position.

First Lien Capital LP

First Lien Capital LP is a newly formed partnership that will focus on opportunities in distressed real estate, both residential and commercial. The strategy is focused primarily on United States residential real estate assets via diversified allocations in first lien non-performing and sub- performing mortgage notes purchased at a discount (NPLs).

The Founding Principals have a multi-decade track record focused on investments in seasoned residential mortgage whole loans as well as the redevelopment or repositioning of single family residential, retail, and multi-family assets.

Our NPL purchase strategy was created to address current and forthcoming dislocations in the residential whole loan and structured products market. With looming market corrections on the horizon, First Lien Capital is well-positioned to capitalize on opportunities in both the secondary mortgage market and distressed real estate centers throughout the United States.

The mission is to provide solutions to both financial institutions and borrowers currently under stress. Make a positive contribution to the resolution of troubled loans and the eventual re-emergence of a stronger, healthier mortgage and real estate market. For financial institutions, FLC provides liquidity with a transparent investment approach that includes best-in-class pricing and models as well as highly proficient experience in servicing oversight that will produce exceptional asset performance. For borrowers, we bring industry-leading expertise to help those facing financial challenges with opportunities to restructure their mortgages in a way that makes economic sense, a true win-win.

S&P Global Market Intelligence

At S&P Global Market Intelligence, we know that not all information is important—some of it is vital. Accurate, deep and insightful. We integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk. Investment professionals, government agencies, corporations and universities globally can gain the intelligence essential to making business and financial decisions with conviction. S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence.

Sotheby's International Realty

Founded in 1976 to provide independent brokerages with a powerful marketing and referral program for luxury listings, the Sotheby's International Realty network was designed to connect the finest independent real estate companies to the most prestigious clientele in the world. Sotheby's International Realty Affiliates LLC is a subsidiary of Realogy Holdings Corp. (NYSE: RLGY), a global leader in real estate franchising and provider of real estate brokerage, relocation and settlement services. In February 2004, Realogy entered into a long-term strategic alliance with Sotheby's, the operator of the auction house. The agreement provided for the licensing of the Sotheby's International Realty name and the development of a full franchise system. Affiliations in the system are granted only to brokerages and individuals meeting strict qualifications. Sotheby's International Realty Affiliates LLC supports its affiliates with a host of operational, marketing, recruiting, educational and business development resources. Franchise affiliates also benefit from an association with the venerable Sotheby's auction house, established in 1744.

Boomerang Capital

Boomerang Finance, LLC (the “Fund”) has an investment objective of providing income with limited variability in returns. This is accomplished by providing short-term, business-purpose loans secured by real estate in a first lien position with the additional protections of a personal guarantee from borrowers and cross collateralization. All loans are self-originated, and risk managed through careful underwriting, thoughtful portfolio construction and consistent servicing. The majority of borrowers are return clients. Exposure is broad-based, and the Fund is structured as a REIT.

Brickell Analytics

Brickell Analytics LLC is a global-macro research service based on contrarian analysis. Founded in 2011, Brickell Analytics implements two approaches to forecasting markets. Firstly, the service is comprised of technical commentary that uses the handwriting technique on charts to generate price targets on all markets (equities, bonds, commodities, and foreign exchange). The proprietary tools used to forecast are a combination of Elliott waves, sentiment, and Fibonacci retracements and extensions (see theories & indicators); then, specific price targets are generated. The second approach is quantitative in nature. Brickell forecasts the daily direction of the S&P 500 and oil by generating daily signals produced by two models with a 10-year track record. Brickell Analytics’ research is used by hedge fund managers, investors, family offices, mutual funds, registered reps, and registered investment advisers.


Masterworks is building a platform to securitize fine art by filing paintings with the SEC. For the first time ever, investors can purchase and trade shares in multi-million dollar works of art by artists like Picasso, Monet, and Warhol.


BankUnited, N.A., a wholly-owned subsidiary of BankUnited, Inc., is one of the largest independent depository institutions headquartered in Florida, providing a broad range of consumer and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions. BankUnited operates convenient banking centers throughout Florida and New York, along with 24-hour digital access. As of December 31, 2020, BankUnited N.A. has $35 billion in total assets.

JDM Capital Hospitality Management

JDM Capital Hospitality Management Group provides operating and financial support for the day to day management and asset oversight of Hospitality assets. We are actively seeking Redevelopment, Re-Purposing and Acquisitions to be repositioned as a *participating mezzanine, *preferred equity, *GP, and *co-GP partner with a focus on operational control positions.

Encore Enterprises

Founded in 1999, Encore is a vertically integrated, actively managed real estate investment and operating company focusing on value-added and opportunistic strategies throughout the United States. Operational excellence, combined with a commitment to disciplined investing, allows the company to capitalize on trends across all market segments, maximizing risk-adjusted returns for investors.

Since inception, Encore has completed more than $2.7 billion in real estate transactions with $1.3 billion in assets under management. Encore develops, acquires, and manages commercial real estate opportunities across the multifamily, hospitality, mixed-use retail, and office sectors, and has successfully operated fast-casual restaurants across the U.S.

Highmore Capital

Headquartered in New York, with offices in London and Los Angeles, Highmore is a diversified global alternative asset management firm. Highmore was founded by a world class team with a long-shared history at firms such as Man Group, FrontPoint Partners, Bank of America Merrill Lynch, Citigroup, and Oppenheimer & Co., where the team built investment businesses, developed differentiated alternative investment strategies, managed funds, and oversaw assets in excess of USD $25 billion. 

TCG Capital

TCG is an asset management and specialty advisory firm established in 2003. The founding family of TCG has a background in the chemicals and electronics industries dating back to 1918 in Shanghai, 1950 in Hong Kong and 1970 in Taipei. TCG’s investment mandate from inception has been to identify investments with superior risk adjusted returns that are also liquid and uncorrelated to major asset classes. The firm’s Celera division was formed in 2012 to consolidate the markets, technology, and business infrastructure of TCG.

TCG focuses on unique and often capacity constrained volatility, equity, and income strategies. The volatility strategies are in energy/commodity options market making and equity/index volatility dispersion arbitrage. The equity strategies utilize short/medium term signals that are expressed on an intraday or market/factor neutral manner. The income strategies are involved in financing securities, digital, and physical trading activities. TCG and Celera is managed by a team of 20 professionals located globally in major financial centers.

Sunstone Properties Trust

Sunstone is a fully integrated real estate operator, developer and fund sponsor in business since 2012. After 30 years in the commercial real estate business, the founders of Sunstone chose workforce multifamily housing as a sector because of its solid performance throughout varying economic cycles. Sunstone performs its own architectural design work, construction, asset management and fund management to achieve maximum efficiency, cost containment and investor returns. Its acquisition team sources transactions with proprietary software and a network of local brokers. Capital markets works with investors and lenders to optimize Sunstone's access to debt and equity. Risk is managed through a comprehensive due diligence and underwriting process with investment committee oversight. Hands-on portfolio management is effected from acquisition through disposition. Sunstone's markets include Texas, Florida, California, Arizona and Nevada.


AcreTrader was created with a simple mission: provide investors direct access to the highly attractive asset class of farmland. Farmland is a high-return, low volatility asset class, with historical returns beating most major asset classes and other forms of real estate. Unfortunately, buying and maintaining farmland directly is extremely difficult. The few investment options that are available charge extremely high fees, provide almost no liquidity, and offer little or no choice over portfolio composition. In short, there has not been an easy, affordable way for most investors to participate. Until now. Through a proprietary online investment platform that uses some aspects of crowdfunding, AcreTrader offers transparency, security, and liquidity to people wanting to invest in farmland. Additionally, AcreTrader removes the headaches traditionally associated with land ownership by handling all aspects of administration and property management, from insurance and accounting to working with local farmers and improving soil sustainability. Now investors can access this highly attractive asset class and earn passive income, starting in just minutes online.


International trade is the engine of global progress. Yet, importers and exporters, besides the challenges of operating internationally, face many avoidable hurdles that get in the way.

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GSH Group

The GSH Group is a privately held real estate investment firm specializing in the acquisition and management of multifamily residential properties in multiple markets that support economic stability, growth, and strong educational systems. Our growth-oriented strategy is a disciplined approach for acquiring and managing properties that fit our specific criteria. We carefully curate a portfolio of high cash-flowing opportunities for our investors. These properties are improved through simple and cost-efficient adjustments that are more predictable in scope and require less time to complete. GSH and its ESG-related Meadows brand focus on enhancing their communities with a concierge approach to improving their residents' lives while providing investors ethical and transparent communications with the opportunity to achieve superior returns on investments.

Federal Reserve Bank of Atlanta

The Federal Reserve Bank of Atlanta is one of 12 regional Reserve Banks that, along with the Board of Governors, make up the Federal Reserve System. The Atlanta Fed covers the Sixth Federal Reserve District, which includes Alabama, Florida, and Georgia, and parts of Louisiana, Mississippi, and Tennessee. As part of the Federal Reserve System, the Atlanta Fed helps conduct monetary policy, promote the stability of the financial system, regulate and supervise financial institutions, foster payment and settlement system safety and efficiency, and promote consumer protection and community development.

Perkin Industries

Perkin Industries (“PI”) is a diversified portfolio of cash-producing operating assets. All of their companies share some common characteristics - They are run by successful entrepreneurs. They have the opportunity to grow. They produce cash. They have over 3 years of operating history. PI has been in existence since 2012. 

CGI Merchant Group

CGI Merchant Group (CGI) is a global investment management firm with a focus on real estate and private equity. We work to create long-term value for our investors and shareholders and seek to improve the communities where we invest by utilizing our people, unique strategies, and investment platform.

Sheridan Asset Management

Sheridan is an alternative asset based lender and investor focused on investing in credit opportunities in specialty finance. Sheridan originates asset backed loans to, and purchases whole loans, leases and receivables from, specialty finance originators throughout the United States. Sheridan invests in consumer, commercial and esoteric opportunities within the specialty finance universe.

EN Capital

EN Capital is a capital real estate capital advisory firm placing debt and equity on all types of commercial real estate, all parts of the capital stack, nationwide.

PFM Asset Management

PFM Asset Management LLC provides investment advisory services. The Company offers portfolio and bond proceeds management, financial planning, quantitative strategies, and investment advisory services. PFM Asset Management serves clients throughout the United States.

First Affirmative Financial Network

First Affirmative is an independent, employee-owned investment advisor registered (RIA). First Affirmative provides investment advice consistent with the philosophies of sustainable, responsible, impact (SRI) investing. First Affirmative began conducting business in 1999 and believes (as it has from the beginning) that the ways in which people save, spend and invest can dramatically influence both the fabric and consciousness of society. Investors can make a meaningful difference by consciously directing investment capital toward enterprises that contribute to a clean, healthy environment, that treat people fairly and embrace equal opportunity, that produce safe and useful products, and support efforts to promote world peace. Clients who choose to invest with First Affirmative make a conscious choice to put their money to work for a dual purpose—to provide for a secure retirement, for example, while working for a better, more socially just and environmentally sustainable future for all.

YourStake provides personalized, transparent, and explainable ESG data and impact reporting for wealth managers and asset managers. We help investment professionals find ESG investments that match their clients' values, and tell stories around the impact their portfolios create (e.g. your portfolio is responsible for 100,000 fewer pieces of plastic in the ocean).


ASG Capital is a Registered Investment Advisor in the State of Florida. Special focus is placed on Preferred Securities, Junior/Senior Subordinated Debt, Hybrid Securities, Contingent Convertible Bonds of Investment Grade Issuers. ASG’s Team Objective is to achieve Risk Adjusted Income Returns that are higher than Static Bond Portfolios.

Lifeafar Capital

Lifeafar Capital is a boutique private equity and asset management firm focused on the acquisition and development of unique and bespoke luxury hospitality concepts for both multi-family and mixed-use real estate. We give individual accredited investors, family offices, and private funds the opportunity to partake in the ownership of real estate projects with a stable value proposition and a high potential for appreciation that have traditionally been reserved for large institutions.

Our principals and professionals are located in Miami, San Juan, Puerto Rico, and Medellín, Colombia. We collectively draw on an extensive and versatile foundation of experience in corporate finance, mergers and acquisitions, corporate law, investment advisory, and real estate development and operations to unlock value for our investors in opportunistic, value-add, or distressed asset deals.

Glide Capital

Glide partners with wealth advisors, family offices and institutional investors to build a customized portfolio, based on the specific objectives of their firm. Glide eliminates the significant financial and time commitment normally required to build a diversified portfolio by providing our clients with manager souring, due diligence, technology, research and a unique structure that allows firms to efficiently manage portfolios through their custodian. Glide has an experienced investment team which has reviewed over 600 private credit managers. Our goal is to provide the wealth managers with a best in class private credit offering which allows them to build better portfolios in an efficient manner. Glide Capital is SEC registered and has over $500 million in assets under management. Glide works with both US and international wealth management firms.

Direct Bullion

Direct Bullion is a leading US precious metals dealer, specializing in work with High Net Worth individuals (HNWi). Recognized as one of the world’s best precious metals companies in the HNWi sector by The Spear’s 500.

Although best-known for their work with HNW individuals, Direct Bullion offers all clients the same high levels of service, low margins & insured delivery on all orders – whether a customer is buying a single coin or filling a vault. Clients are able to buy online through our well-stocked e-commerce website or directly through one of their team of specialist brokers – & all under an industry leading “Price Match Promise.”

Established in the US in 2019, Direct Bullion is the trusted precious metals investments specialist- operating from a base in Miami, Florida & serving clients across the US & internationally. Concentrating on providing a “gold standard” concierge investment service for clients who are used to the very best of everything, Direct Bullion has quickly gained a reputation as the go-to brokerage for confidential, tailored precious metals packages at surprisingly low-premiums.

Included in Direct Bullion’s services is our Gold IRA program. This self-directed retirement account allows for investing in gold, silver & platinum in the physical form of bullion bars & coins. It is simple & fee-less to rollover a 401(k), 403(b), or Traditional IRA into a Gold IRA. The entire process is handled by a custodian, moving between accounts without any additional charges. This safe haven, ultimate asset for wealth protection, is consistent & will never be worth zero.

The goal of the Direct Bullion team is to empower your wealth. Whether we can offer more information, help start your journey in alternative investments, or continue your growth- we are here every step of the way. For more information visit our website, follow us on all social media platforms, & feel free to give us a call anytime 1.800.757.7050.

Group RMC

Group RMC is a real estate Co-Investment group based in New York, Montreal and Columbus that invests in and is the general partner in undervalued income-producing office properties in non-gateway U.S. markets. Group RMC currently oversees over 21M square feet in the US, principally in the Midwest, representing over USD $2.5 Billion in asset value.

Star Mountain Capital

Star Mountain is a specialized asset management firm focused exclusively on the U.S. lower middle-market by investing debt and equity directly into established operating companies, making strategic investments into fund managers and purchasing secondary fund positions. Star Mountain Capital, founded in 2010 by Brett Hickey, is a specialized asset management firm focused exclusively on the large and fragmented U.S. lower middle-market. Backed by some of the world’s most sophisticated institutional and high-net-worth investors, Star Mountain has developed a unique and proprietary platform to provide investors with highly diversified access to the attractive risk-reward opportunities available from established businesses that are not large enough to access the more efficient U.S. capital markets.


Balentine is an employee-owned wealth management firm headquartered in Atlanta, Georgia, with a second office in Raleigh, North Carolina, providing financial planning and investment management services for business owners and their families. For more than 30 years, the Balentine legacy has been one of innovation, service to clients, and giving back to the community. 

Cushman & Wakefield

Cushman & Wakefield (NYSE: CWK) is a leading global real estate services firm that delivers exceptional value for real estate occupiers and owners. Cushman & Wakefield is among the largest real estate services firms with approximately 53,000 employees in 400 offices and 60 countries. In 2019, the firm had revenue of $8.8 billion across core services of property, facilities and project management, leasing, capital markets, valuation and other services.

CoStar Group

We equip our clients with the information and tools they need to succeed in every aspect of their business, across all asset classes. As the largest commercial real estate information and analytics provider, we take pride in empowering industry professionals with the most compressive data to make decisions with confidence. That’s the power that comes with knowing.

Main Tester

Our company tests the FLAIA site for consistency and ease of use.

Neill Grading & Construction Co., Inc.

CRE & Multi-family Developers and General Contractors

Issuer Pixel

Issuer Pixel is a global company and industry-specific video and audio sharing platform connecting companies to the world. Our video/audio platform is built on a searchable database of industry taxonomies organized by industry, sector, group, product, service and company.

Our mission is to enable every company in the world to be found and communicate utilizing the power of video and audio for global exposure. To democratize the ability of companies, venture stage, small cap and micro-cap, foreign private issuers, companies of any size, at any stage, in any country, to gain awareness, establish sponsorship, forge partnerships, create supply chain relationships and access capital. We are harvesting unstructured data and harnessing the power of relevance and congruity to find or be found.

Our platform utilizes patent-pending technology which leverages the power of machine learning and AI. Issuer Pixel has chosen to use the Omnibus patent application approach with 6 patents planned at this time, and with our first Utility patent filed and pending. The remaining 5 patents are being prepared and will be strategically filed.

Engineered TaxServices, Inc.

Engineered TaxServices, Inc. (ETS) is a licensed engineering firm that focuses on federal, state, and local tax benefits. Engineered Tax Services was founded by CEO, Julio Gonzalez, to bring specialty tax engineering services to mainstream America. There are several federal tax incentives in which the IRS requires professional engineers and scientists to determine the tax benefits in the areas of real estate and manufacturing. Specific to real estate is the ability to depreciate real estate investments by components vs. the traditional expensing of real estate over a 39 or 27.5-year period. A forensic engineering study of a real estate property, in which the building is depreciated component by component, allows investors to expense up to 50% (and in some cases, more because of 100% bonus depreciation) of the purchase of their building up front.Decades ago, cost segregation was only available to real estate investors who worked with the Big 4 accounting firms who had dedicated engineering staffs. Mr. Gonzalez’s goal was to be a resource to the CPA community so that these services could be available to all real estate investors, big or small. Cost segregation continues to be one of the largest tax incentives for wealth preservation. There are very few investments that the United States Federal government allows investors to expense dollar for dollar. Real estate is the one investment from which you can deduct 100% of the purchase price against taxable income. Inherently, this allows for a 50% return on investment at a 50% federal and state tax bracket. Cost segregation allows the investor the ability to mitigate tax liabilities and preserve wealth by accelerating these deductions much quicker. Engineered Tax Services also uses its engineering, scientific and tax team to provide one of the most important federal and state tax credits available to United States businesses in the form of research and development tax credits (R&D). R&D Tax Credits are meant to incentivize manufacturing, innovation and technical design in the United States. These credits are essential to keep labor and promote job creation in the United States. Qualifying activities include developing new or improved products or manufacturing processes, tool and die development, technical design in the construction industry, software development, fracking and drilling technique development, and developing new or improved drugs or formulas, just to name a few. The R&D Tax Credit is a very important federal incentive meant to ensure that US companies remain competitive globally.

CBRE Group, Inc

CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2019 revenue). The company has more than 100,000 employees (excluding affiliates) and serves real estate investors and occupiers through more than 530 offices (excluding affiliates) worldwide. CBRE offers a broad range of integrated services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services.

Yellowstone Capital Partners (YCP)

YCP is a privately held, real estate investment firm with approximately $410M under management with deep expertise in the development and operation of residential properties throughout the Americas. YCP partners with small-to-medium sized residential developers, who are often overlooked by institutional capital providers. YCP is a signatory of the Principles of Responsible Investing and incorporates environmental, social, and governance throughout the investment process.

Millennium Trust

Millennium Trust Co is a $30B+ Qualified Custodian specializing in providing custody solutions for fund managers, RIAs, institutions, investment platforms, and marketplace lenders, whether they are in need of institutional custody services for funds or alternative asset expertise for their investors. We are based on Oak Brook, IL, currently have over 400 employees and are privately owned by Boston-based Investment Company, Abry Partners.


Leste is an investment platform founded in 2014 by senior executives with robust experience in financial markets, corporations, real estate companies and law firms.Leste has offices in Miami, London, Rio de Janeiro and São Paulo.

Weinberg Wheeler Hudgins Gunn & Dial, LLC

Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC is a full service law firm located throughout the Southeast and Nevada.

Allagash Partners

Allagash Partners offers institutional and HNW investors strategies focused on the wealth of opportunities within the US residential real estate market, stemming primarily from the longstanding, massive shortage in affordable working-class rental properties. These investments are currently being offered as both multi-property private equity real estate funds and as single property investments for compelling opportunities that do not fit within any current Fund’s mandate. The strategies are designed to be scalable and to consistently provide 15%+ net returns while also preserving investor’s capital. Allagash, through its subsidiary Allagash Opportunity Zone Partners which is in process of registering both with the SEC as an RIA and with the CDFI Fund at the Department of Treasury as a Community Development Entity, began active investment activities in 2019 with the Allagash Opportunity Zone CRE Fund I. The firm is now launching the Allagash Multifamily Opportunity Fund I, which seeks to opportunistically purchase, intelligently renovate, efficiently manage, and strategically sell underperforming working-class rental housing properties throughout the US. Allagash was founded by Tony Barkan who serves as Managing Principal and CEO and chairs the investment and operations committees. Allagash’s senior partners bring over 100 years of commercial real estate experience with particular expertise in working-class multifamily housing especially in secondary US markets, which Allagash believes can provide investment opportunities with outsized returns and moderate risk. Additionally, Allagash believes that projects which actively seek to provide a positive social impact should generate higher returns while presenting lower risk. As a result, Allagash seeks to work closely with communities into which it invests in order to understand their community development goals and methodologies for improving stability and resiliency.

Affiliated Development

Affiliated Development (“Affiliated”) is a regional real estate development and investment company headquartered in Fort Lauderdale, Florida with offices in West Palm Beach, Florida. The company was formed as a mission-based organization with the goal of building mixed-use multifamily developments to target unmet demand and underserved areas within the market. Affiliated works directly with communities to improve the quality and sustainability of housing stock for residents, resulting in the development of Class A luxury apartments at attainable rates. The greatest housing need in South Florida and many other metro areas is for quality workforce housing. Affiliated is addressing the demand by utilizing various public finance tools in order to bridge the gap and develop Class A housing at Class B rents. The Affiliated team has a track record of partnering with government agencies, community organizations and nonprofits, and has extensive experience in private and public finance, including TIF, TID, NID, LIHTC, tax exempt bond finance, HUD finance, CRA lending, agency finance, CMBA and local municipal finance. Affiliated’s pioneering efforts have reshaped communities and resulted in over $750M of investment nationwide.

Acqua QOZ Portland

QOZ Portland can provide Investors up to 101% Tax Savings in the First Year by Investing in Multifamily Real Estate in an Opportunity Zone Fund and pay No Tax When You Sell. Our combination of Tax Strategies allows investors to Grow Investments Tax Free for up to 27.5 Years.

Tioga Capital, LLC

Tioga Capital, LLC is a private investment firm based in Atlanta, GA that manages multiple partnerships across the real estate spectrum. Tioga takes a disciplined approach to opportunistically investing across the real estate capital structure, with a primary focus on the U.S. Sunbelt Region.

Personal Capital

Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well. Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment client, your dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that you can trust and understand. Your tailored plan dynamically evolves with your changing life, with an emphasis on holistic planning, risk management, and after-tax returns. Transform how you track and manage your financial life with Personal Capital.

The MacroStrategy Partnership

The Macrostrategy Partnership, initially set up as AML Macro Limited, was founded in 2011 and transformed into the MacroStrategy Partnership in 2012. We provide cutting-edge independent research on global macro and markets, unconstrained by internal, external or political considerations, assisting our clients to make investment decisions. Between the three partners, we have over 70 years of experience in investment banking and/or fund management both on the Buy and Sell Side. Our team has a wealth of experience including areas such as derivatives, commodities and equities. We provide global coverage servicing clients worldwide.

OneWall Partners

OneWall Partners™ is a vertically integrated real estate firm focused on transit and lifestyle-oriented workforce housing in the northeast US. We drive value for our investors and communities through in-depth research and analysis, sound acquisition strategy, innovative asset management and leverage in-house property management (OneWall Management™) to control 100% of our operations. We pioneered the acquisition of naturally-occurring affordable housing and our exceptional reputation and relationships lead to robust deal flow within our target markets. Our Nova Appian Preferred Income Fund I is designed to deliver diversified, superior risk-adjusted returns from our proven investment niche via low volatility, short duration investments in preferred equity.

Time Equities Inc.

Time Equities (“TEI”) has been in the real estate investment, development, investor management, and asset & property management business for more than 50 years. TEI currently holds over 300+ properties in its own diversified portfolio totaling approximately 33 million square feet of residential, industrial, office and retail property currently valued over $5 Billion. With properties in 35 US states, 5 Canadian provinces, Germany, Italy, Netherlands, and Anguilla, British Virgin Islands, the TEI portfolio benefits from a diversity of property types, sizes and markets.

Horton Point LLC

Horton Point is a family office-based alternative asset management firm. We structure customized investment solutions to fit specific investor objectives, and manage an online marketplace of external alternative funds. Our marketplace provides investors with a one-stop customized multi-manager solution with an added layer of operational oversight and transparency, without a double layer of fees. Other products include tax-advantaged and structured solutions, private lending, and special purpose vehicles for hard-to-access investments. We service qualified investors and their advisors.

The Mortgage Office

The Mortgage Office is the most powerful, flexible, and easy to use loan origination and loan servicing system on the planet. It’s designed for lenders of all sizes – from small regional shops, to large nationwide lenders. Customers include Lima One, RCN, Boomerang Capital and Owning, among others. It can handle all aspects of the loan process – from the borrower disclosures and statements, to investor reporting and ACH deposits, to Mortgage Pool Distributions and reporting. System highlights include online loan applications, text alerts, e-signatures, borrower/investor portal, online payments, and hundreds of other features. The Mortgage Office is truly Your Ultimate Lending Platform.

Off the Chain Capital

Off the Chain Capital is an investment manager in the digital asset and blockchain space that uses a deep discount, Benjamin Graham, Warren Buffett value style. The company invests without leverage, is long only, and has low turnover. This conservative style can provide downside protection without sacrificing upside growth.


Bridging the gap between the worlds of traditional finance and digital assets, BlockFi Global Digital Markets provides lending and borrowing of cryptocurrencies, stablecoins, and U.S. dollars, powered by our retail cryptocurrency balances. We can customize our lending products for each client’s specific business strategy, and are constantly evolving our services to address any future needs that might arise. BlockFi is backed by leading institutional investors and operates with a focus on compliance with the laws and regulations in the jurisdictions in which we provide services.

Grayscale Investments

Grayscale Investments is the world’s largest digital currency asset manager, with more than $25.3B in assets under management as of January 26, 2021. Through its family of investment products, Grayscale provides access and exposure to the digital currency asset class in the form of a traditional security without the challenges of buying, storing, and safekeeping digital currencies directly. With a proven track record and unrivaled experience, Grayscale’s products operate within existing regulatory frameworks, creating secure and compliant exposure for investors. For more information, please visit and follow @Grayscale.

Startup-O Ventures

Startup-O is a Singapore-based online rating, investment & venture building platform. It deploys a proprietary process which combines the art of assessment by domain experts and science of algorithms to discover promising tech start-ups globally. Startups participate online from any location and expedite their chances to get discovered, amplified and funded in under 8 weeks. Our technology enabled system has now assessed over 2000 companies using a multi expert, multi stage, data driven assessment framework that allows us to identify the most resilient businesses across 47 countries, by indexing them to a stable predictive parameter set. This methodology, now battle tested through COVID, has made us leaders in identifying early revenue B2B startups (sub 1mm revenue), typically founded by experienced professionals, and solving targeted problems across traditional industries – which, have struggled to hire top technology resources and manage disruption risks from VC backed startups. Investors get a well-curated and diversified portfolio of 10-15 seed stage ventures with a data-driven and transparent approach to early-stage investing along with strong portfolio monitoring, mentoring and venture building support on the platform. Importantly, our revenue-assist framework that exploits network effects of our expert community not only helps startups with limited resources access international enterprise customers, but also gives us an insight into their competitive advantages and operational gaps as we co-pilot their market share capture journeys - allowing for timely managerial interventions. This also allows our fund strategies to make winning follow-on bets at the optimal time with high risk adjusted return expectations. Some of the key supporting partners are IP Bridge from Japan, and A*Star ETPL, Singapore apart from 26 other scouting and country partners.

Northvest Capital

Northvest Capital is a private investment fund that specializes in mid-market PE deals, series A venture capital investment and opportunistic investment in distressed deals. Our objective is to identify platforms – management teams, businesses, and sectors – where we can invest to build leading enterprises. We gravitate toward growing companies that have demonstrated market traction and require a partner to help them achieve clear industry leadership.

AIR Asset Management

AIR Asset Management is a rapidly growing hedge fund management firm based in downtown Chicago. AIRAM is the US-strategic partner of Carlisle Management, a $2.3B global investment firm solely dedicated to the life settlement space since inception in 2008 with senior management having a combined 80 years of experience in the asset class. We focus on providing investors attractive returns that are non-correlated to traditional asset classes through open-end hedge fund and private equity style closed-end vehicles. AIRAM is a strong believer in socially responsible investment strategies, and we promote these efforts through our voluntary membership in the Principles for Responsible Investment.


Brainvest is an independent multi-family office with locations in Switzerland, Brazil and the US.

Croatan Investments

Croatan Investments is a private equity real estate manager focused on multifamily investments. We have a passion for uncovering new opportunities with excellent intrinsic value. 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 achieve attractive risk-adjusted returns, and preserve the trust of our investors.

Our firm is comprised of real estate professionals who intimately understand our target markets, continually assess the dynamic multifamily landscape, and skillfully execute on each asset’s business plan. Our proven success is a reflection of our commitment to excellence, discipline, and expertise. Headquartered in Virginia Beach, VA, Croatan has team members operating in Austin, Dallas, Atlanta, New York City 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.

Sunstar Insurance Group LLC

Sunstar Insurance was founded in 2013 and has become the 35th largest Independent Agency in The United States based on Commercial Premium. With over 300 employees and over $500,000,000 in annual premiums Sunstar has the advantages of a large corporation but the feel and service of a local company. Our partnership with Globex International Group and our extensive work in the Lloyds and offshore carriers gives us a unique ability to help serve our clients needs not just in the US but anywhere in the world.

Kingsview Investment Management

We provide a complete suite of financial planning and asset management services to clients around the country. KIM is responsible for creating, investing, monitoring various investment strategies for use by advisors in and outside of KIM.

Pine Tree

Pine Tree understands the new retail paradigm. Uniquely positioned for the future, Pine Tree has evolved across its 25-year track record to build one of the industry’s most experienced retail real estate companies with a national, vertically-integrated, and risk-agnostic platform. A leader in the development, acquisition, leasing and management of retail properties throughout the United States, and with retail partners ranging from superstores to specialty shops and local chains, Pine Tree currently has $3 billion in assets under management.

Thayer Street Partners

Thayer Street is a private investment firm that provides flexible growth capital to companies in the lower middle market. Thayer Street offers corporate growth equity, structured finance, and alternative private investments to financial and business services companies that are primarily technology-enabled with highly recurring revenues that tend to be less correlated with the broader economy and capital markets (including real estate services, esoteric specialty finance, and insurance).

Eden Roc Capital

Eden Roc Capital, Inc. is an international private equity firm formed in 2009 with the purpose of making equity investments in both US and non- US markets using the Firm’s capital. Eden Roc Capital’s principal management team has significant transactional experience in a variety of industries including technology, real estate, financial services, industrials and distressed


Presidium is a Texas-based real estate developer, owner and operator with a 17-year operating history. We have an existing real estate portfolio totaling approximately $2 Billion AUM, and a ten year development pipeline exceeding 25 million SF. Our firm employs over 300 team members with offices in Austin, Dallas, Houston, Jacksonville and Portland.

Reven Captial, LLC

Reven Capital is a value real estate investment management firm focused on global real estate investments. We seek opportunistic investments in real estate, debt, real estate public securities, and special situations. We target investments in countries with established indices with volatility due to macroeconomics, cyclical trends, geopolitical situations, mismanaged companies and assets.

Friedlander & Misler

High Street Global Advisors (HSGA) is an investment banking and strategic advisory firm that believes targeted and measured focus drives business success. We provide informed and objective advice to organizations in the telecommunications and technology industries on strategic and financial matters that impact their ultimate success. We employ a consultative approach and measure outcomes by what we achieve with our clients.HSGA is based in Boston, and our team has experience delivering projects globally throughout North America, Latin America, Europe, the Middle East and Asia.

Oak Shore Capital

Oak Shore Capital is an investment management firm seeking absolute return strategies. Oak Shore acquires monthly portfolios of fresh charged-off consumer debt directly from originating lenders; and uses owner-run third-party collections agencies and a systematic approach to capture front loaded streams of cash flow.

Crosby Capital

Yonel Devico is a Founder of Crosby Capital, with primary responsibility for investment originations and underwriting, as well as oversight of Crosby Capital’s servicing, asset management, and foreclosure activities. Mr. Devico is also the Founder and Principal Manager of Crosby Capital USA, a mortgage investment company located in Miami, FL that has purchased more than 300 loans with a total UPB value of over US$100 million. Previously, Mr. Devico founded Broome Capital, a multi-family residential real estate investment platform that was acquired by a Canadian private equity fund. Prior to founding Broome Capital, Mr. Devico was working in the Sales and Trading department with Société Générale’s Equity Derivatives Group in Paris. Mr. Devico holds a Master of Science of Real Estate Development from Columbia University, a Master’s Degree in Business Management from Audencia Business School in Nantes, France and has attended the Real Estate Manageement Program at Harvard Program at Harvard Business School. He is fluent in French, Arabic, Spanish, English, Portuguese and Italian. He lives in Miami Beach, FL with his wife Anna, an attorney and their daughter.

Medalist Partners

Medalist Partners manages $2.4 billion in AUM across strategies in asset-based private credit, structured credit and CLOs. The business and track record were started inside Credit Suisse’s Specialty Finance and Structured Credit groups prior to spinning out to a partner owned-firm in 2018. The 27 person team has offices in New York and Atlanta, and is led by partners Greg Richter, Brian Herr and Michael Ardisson.

In asset finance, Medalist originates, funds, and/or purchases asset-based loans and leases spanning commercial real estate, residential real estate and other specialty assets such as commercial equipment, aircraft, auto, consumer and receivables factoring, among others. The team focuses primarily on senior secured private credit exposure to assets which are high cash flow, amortizing and income generating.

In structured credit, Medalist takes a diversified approach to the ABS opportunity set primarily through securities backed by loans and leases across residential real estate, commercial real estate, student loans, aircraft, commercial equipment and other sectors.


BBVA USA Bancshares, Inc. is a Sunbelt-based bank holding company whose principal subsidiary, BBVA, operates 649 branches, including 336 in Texas, 89 in Alabama, 63 in Arizona, 61 in California, 45 in Florida, 37 in Colorado and 18 in New Mexico. BBVA ranks among the top 25 largest U.S. commercial banks based on deposit market share and ranks among the largest banks in Alabama (2nd), Texas (4th) and Arizona (6th).

Palm Beach Investment Research Group

PBIRG is a membership based not-for-profit corporation in Florida; comprising a group of high-net-worth individuals that are active investors, investment professionals, and family office members and executives. Members share and benefit from the group’s collective investing intelligence and from monthly presentations by targeted investment professionals. Members are diverse but many are entrepreneurs who have transitioned to being full time investors; and who wish to participate on a monthly basis in a peer-to-peer learning experience that is independent from major institutional investment advisors. Most group events take place in Palm Beach, one of the wealthiest and most exclusive locales in the world. Group events provide a safe, collegial and stimulating environment for members to discuss and share actionable investment ideas, as well as other issues relating to significant wealth. Members, by virtue of their financial resources, can be overwhelmed by investment advisors and offerings of all kinds. The ability to discuss opportunities in an unbiased and trusted environment of peers that are not selling products/services is therefore one of the major benefits of membership.


KKR is a leading global investment firm that manages multiple alternative asset classes, including private equity, credit and real assets, with strategic partners that manage hedge funds. KKR aims to generate attractive investment returns for its fund investors by following a patient and disciplined investment approach, employing world-class people, and driving growth and value creation with KKR portfolio companies. KKR invests its own capital alongside the capital it manages for fund investors and provides financing solutions and investment opportunities through its capital markets business. References to KKR’s investments may include the activities of its sponsored funds. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR’s website at and on Twitter @KKR_Co.

Woodforest National Bank

Woodforest National Bank is a privately held bank headquartered in The Woodlands, Texas. The Bank has more than 750 branches in 17 different states. Woodforest National Bank is Walmart's largest retail partner. The Commercial Bank represents about half of the Bank's business. As of April the Bank enjoyed total assets of $8.4 billion. It runs its commercial banking efforts through its offices in Los Angeles, Houston, Dallas, Tampa, Fort Lauderdale and Charlotte.

JB Capital

JB Capital is a direct private lender providing responsive, creative capital solutions to privately held, middle market companies and small corporate borrowers.

We make non-control credit investments in select companies with strong business models with compelling value propositions led by experienced management teams. Not every company fits exactly what a traditional bank or private equity firm can offer, and for those companies there is JB Capital

Sound Mark Partners LLC

Sound Mark Partners LLC (Sound Mark or the Firm) is a women-owned and led private credit firm focused on commercial real estate. The Firm was established in 2013 as a team lift-out from CBRE Group, the largest commercial real estate services company globally. Led by Jenna Gerstenlauer, former Chief Investment Officer of CBRE and a 25-year commercial real estate veteran, the Sound Mark team has been investing together for over 10 years. Sound Mark focuses on making directly originated subordinate loans (mezzanine and preferred equity) to local owner-operators of commercial real estate. The Firm targets small deal sizes ($5M - $40M) in high-growth primary and secondary US locations, and emphasizes areas designated as Innovation, Eds and Meds districts. Based in Greenwich, CT, the Firm has deployed $400M across the flagship Sound Mark Horizons Fund (the Fund) and separate account vehicles.

Key Bridge Fund

Key Bridge Fund, located in Beverly Hills, California is a private commercial real estate lender and its sole business is to originate short-term bridge loans typically ranging from six to twenty-four months with a maximum of 60% Loan To Value “LTV” ratio secured by the equity in the multifamily residential and commercial real estate in first-lien position in select strong markets of the United States, with a primary focus in California. Key Bridge Fund is managed and operated by a team of seasoned professional in Commercial Real Estate. With many decades of proven track records in CRE from risk management, mortgage lending, acquisition, developments, market study and preserving the integrity upon which it was founded, we are well-positioned to make sound decision on each and every transaction with a main focus to safeguard the investments of our members/partners while providing capital solutions to borrowers on a timely fashion. The Management of Key Bridge have been through the recessions of the 80s, 90s, and 2000s. With our seasoned, exceptional in-house valuation team and common-sense underwriting guideline, we can fund faster than traditional banks with competitive rates and fees in the private capital market.

Bellwether Enterprise

Bellwether Enterprise is one of the fastest-growing commercial & multifamily mortgage banking companies in the country. We are large in scope, yet focused in approach. With 30 offices across the country, we offer an unwavering commitment to regional expertise. Most of our loan producers have 25 plus years of experience and were born and raised in the areas they do business. Local expertise, a wide variety of lenders, competitive products and unmatched customer service, Bellwether Enterprise is one source for all your commercial mortgage banking needs.

The Confidas Group

The Confidas Group (TCG) is a multi-family office established in New York City in 1996, whose primary objective is to foster the sustainable growth of trans-generational wealth. TCG provides an all-encompassing client-aligned service by offering investment management and corporate finance advice to family groups in Latin America and Europe.

TCG acts as its clients’ proprietary professional financial advisor, with a team of specialists who have each held senior positions in the asset management, research, brokerage, private and investment banking groups of top-tier Wall Street and global firms.

Cardone Real Estate

Cardone Capital owns 7722 apartments. Company has 1.88B AUM Purchases large properties in southeast - focuses on Multi-family and has crowdfunded $360M using social media.

XP Investments

XP Investments US, LLC d/b/a XP Investments, a FINRA member, is affiliated with XP Investimentos, servicing institutional clients from around the world with their equities, fixed income and derivatives business needs in international markets. XP Investments also has a Private Wealth Management team servicing private clients from around the world with their needs in international markets. XP Investments’ Private Wealth Management team in Miami strives at planning and structuring each client’s investment portfolio in a personalized, open architecture model. We strive at working closely with our clients, taking into consideration not only their return objectives and risk tolerance, but also their life cycle, current situation and needs for adjustments. XP Investments’ Institutional Desks in New York and Miami service two types of flows: Non Latin American institutions trading Brazilian and Latin American markets (North-South); and Brazilian and Latin American institutions trading international markets (South-North). XP Investments offers institutional investors in the U.S.: - The capability to trade Brazilian local markets through XP Investimentos. - The capability to trade other Latam markets including Mexico, Chile, Colombia, and Peru. - Corporate-access meetings with both public and non-public Brazilian, companies, industry consultants, and regulators. - Customized market commentary from the largest trader of Brazilian equities and options on the Bovespa. XP offers to institutional investors in Latam an extensive expertise in international markets, in addition to knowledge of current demands and interests from Latin American institutions on equities, fixed income, futures and derivatives.

Kirkland Capital Group

Kirkland Capital Group, LLC is a nationwide direct lender, offering bridge loans for multifamily and other commercial real estate assets. Through their Commercial Real Estate funds, Kirkland Capital provides investors with consistent returns and lower risk. Headquartered in Kirkland, Washington, the company is committed to excellence in service, quality, and make-sense portfolio lending solutions as a Digital Lender.

Kirkland Capital Group is an investment fund manager combining 75+ years of investment management, real estate, and technology to Build and Fortify Your Wealth. The Kirkland Income Fund is a principal preservation focused high-yield fixed income fund with a targeted 10% return to investors. The fund delivered over 10% returns for 2021, and continues strong performance in 2022. Investors feel happy that not only are they capturing strong returns, they are doing good, as the Fund’s micro-commercial real estate loans are used to rehabilitate middle-income affordable housing and neighborhoods, making a positive social and environmental impact. Kirkland Capital Group also offers the opportunity to invest along with us in the equity side of real estate, via multifamily properties. Investors generate stable passive income, tax advantages, diversification, and capital appreciation opportunities.

Angulus Capital Management, LLC

Capital is a commodity. Adding value to capital with certainty of execution requires a talented, seasoned, professional team. The Angulus Capital Management team is focused on providing value for our qualified real estate borrowers which leads to strong results for our investors.

Angulus Lending Opportunities Fund, LP is a direct lending real estate fund that primarily originates secured first position, residential bridge loans with interest rates in the 8% to 12% range. Borrowers consist of professional developers with proven track records.

The fund seeks to boost profits and mitigate interest rate and liquidity risks through the strategic sale of loans to secondary market buyers. These loans are typically sold at par value while the fund retains a 1% to 2% annualized lender spread for the remaining term of the loan without additional exposure. Capital is continuously recycled into new loans. Total return is a function of the interest earned from loans on balance sheet plus a multiple of residual interest coupons retained from previously sold loans. Investors are offered an 8% annualized preferred return plus an 80% share on net profits above the preferred return. Quarterly distributions and liquidity are available to investors after an initial lockup period.

The Angulus Capital Management, LLC team extracts value from established residential developer relationships. This is accomplished by fostering value added relationships and exceeding client expectations.

Deutsche Bank

Deutsche Bank AG is a multinational investment bank and financial services company headquartered in Frankfurt, Germany, and dual-listed in New York Stock Exchange and Frankfurt Stock Exchange. The bank's network spans 58 countries with a large presence in Europe, the Americas and Asia.

Clarion Asset Management

Clarion is a specialized asset manager with a focus on global fixed income. The firm was born from with over 20 years of management´s experience with fixed income, leveraged on a lifetime developing global relationships in the emerging world. We have launched the Clarion Global Emerging Markets Bond Fund in congruence with our origins, networks and expertise to capitalize on opportunities in the international debt markets.

Prime Alpha

PrimeAlpha strives to make connections between fund managers and investors easier, smarter, and more efficient. Understanding the importance of both digitization and personal connections, PrimeAlpha’s trusted platform has built a private ecosystem of quality alternative investment opportunities and active investors.