Real Estate Private Wealth East Retreat

Cortland is a vertically integrated, multifamily real estate investment, development, and management company focused on delivering resident-centric, hospitality-driven apartment living experiences. Headquartered in Atlanta, Cortland manages and is invested in, directly or indirectly, nearly 250 apartment communities comprised of nearly 80,000 homes in the US with regional offices in Charlotte, Dallas, Denver, Houston, Orlando, and Phoenix. Cortland has significant experience in acquiring,
developing, renovating, owning, and operating multifamily communities, leveraging the services of its construction, design, and property, asset, and investment management affiliates. Internationally, Cortland maintains a management and development platform in the UK.

Yardi is dedicated to the
design, development, and support of real estate investment management and
property management software. We offer full business solutions for every real
estate market, including multifamily, single family, affordable, public, senior
and military housing as well as office, industrial, and retail market segments.
Yardi has the highest commitment to quality, innovation, responsiveness, and
customer focus. With over 40 offices and 6,500 employees worldwide, Yardi is
positioned to help you effectively manage your portfolio more efficiently and
competitively.

ACRE is a vertically integrated real estate investment firm focused exclusively on U.S. multifamily housing through both equity and credit strategies. Since 2011, ACRE has deployed over $7.0 billion across 190+ investments and 45,000 units. The firm manages $4.7 billion in assets across value-add, development, workforce housing, and build-to-rent equity strategies, as well as structured multifamily credit. ACRE operates from offices in New York, Miami, Atlanta, and Singapore, serving leading global institutional investors and family offices.

Boardwalk Development Group (BDG) is a commercial real estate firm focused on development, acquisition, and operations of self-storage facilities in the South-east. The firm has delivered an average 39% IRR and an average 3.0x Multiple on Invested Capital (MOIC) across $200M in assets over 17 years. BDG has closed on over $500 million in Self Storage and Boat & RV acquisition and development projects representing approximately 2 million square feet.

Castellan Holdings LLC, founded in 2009 by John Salib and Paul Salib, is a real estate investment manager and sponsor initially established to capitalize on post-financial crisis market opportunities.

The firm operates across three primary investment platforms:

Bridge Lending – Launched in 2017, this platform provides flexible debt solutions and has originated over 230 loans totaling approximately $1.5 billion in value (as of 2025) through our income-focused fund, Castellan Real Estate Income Fund II LP (CREIF II). We also participate in co-investment opportunities.

Affordable Housing Development – Started in 2017 to combine fiscal returns with social impact, this platform has raised approximately $40 million in investor capital and manages ~$725 million in AUM from institutional investors. We have completed, or are nearing completion, on more than 20 developments.

Real Estate Equity – Focused on acquiring undervalued and mismanaged properties, this platform has delivered strong performance, with an average net IRR of 18.4% and a 1.9x net equity multiple across 50 realized sales).

As of 2025, Castellan has closed over $3 billion in real estate transactions and currently manages more than $1 billion in assets. Headquartered in New York, NY, we also maintain strategic offices in San Jose and San Diego, California, to better serve clients across key markets.

Disrupt Equity is a vertically integrated, multifamily real estate investment, development, and management company. With over 7,000 units and $1B in assets throughout the Sunbelt Region, Disrupt Equity has delivered an average of over 30% IRR since its inception.
We combine our tech and finance backgrounds with deep market expertise and operational experience to source underpriced and poorly managed deals, and execute project plans effectively, efficiently, and profitably.

Equity Resource Investments, LLC (“ERI”), formed in
2002, is a data-driven, middle-market real estate private equity firm with
approximately $1.2B of regulatory AUM. The firm is based in
Cambridge, MA and led by an experienced team with average tenure of 16+
years. ERI is value-oriented with a focus on margin of safety and
invests across the U.S. in affordable housing, workforce housing and value-add
industrial. The firm also makes certain Special Situation and Opportunistic investments.

Founded in 2005, Goldenrod Companies integrates an experienced real estate team to oversee multifamily, commercial, and mixed-use acquisitions and developments in specified target markets. Through its subsidiary, Goldenrod Capital Advisors (GCA), the company has over $2 billion in AUM and $6 billion in projects. Our expertise in Public-Private Partnerships (P3), provides collaboration with public entities for stakeholder-focused developments within warehouses, sports arenas, and mixed-use. Our approach streamlines project management, reduces costs, and maximizes returns.

Lion Real Estate Group is focused on value-add and opportunistic investments in multifamily properties across the Sunbelt. We specialize in under-the-radar acquisitions and operate with a vertically integrated model — managing everything from construction and leasing to asset performance.

$2.8 billion in transactions and 15,000+ units acquired, we combine deep market insight with operational control. Every asset is managed by our in-house teams, allowing us to move quickly, operate efficiently, and remain accountable to our investors.

Loci Capital is a leading middle market private real estate investment firm based in Florida and focused on investments throughout the Southeastern United States. Loci’s senior leadership is experienced in the development, redevelopment, repositioning, and conversion of assets across all real estate sectors. Since its inception in 2019, the firm has invested more than US $300 million of equity in over $1.1 billion of real estate on behalf of its investors throughout its target markets, including in the multifamily, hospitality, office, vacation rental, student housing and medical office sectors. For additional information, visit locicapital.com.

Meritex, founded in 1916, is a real estate investment and management company with over 109 years of experience in industrial real estate. Our investment strategy is focused exclusively on infill multi-tenant industrial properties in markets that fit our rigorous investment requirements. With our current industrial portfolio spanning 120 assets totaling 13.2 million square feet and valued at ~$1.7 billion, we’ve been an active buyer and seller in select markets across the U.S.

Newport Capital Partners is a leading vertically integrated real estate investment management firm that specializes in the acquisition, value-add execution and management of neighborhood retail shopping centers. Newport is a Registered Investment Adviser, and a certified Service-Disabled Veteran Owned Business.

Newport has sponsored various investment vehicles over multiple market cycles including commingled funds, separate accounts, and takeover mandates on behalf of institutional investors, financial institutions, and family offices.

Newport Fund IV is currently in the capital formation and investment stage. NewportFund IV is targeting and investing in neighborhood retail properties in densely populated markets throughout the United States, with value-add attributes.

Oak Real Estate Partners is an institutional small balance sheet private credit bridge lender that invests in high-quality, senior-position loans on positive income-producing commercial real estate assets. The team has a proven track record of delivering topquartile returns that enhance diversification with low correlation to broader financial markets.

Ownify is a venture-backed technology company re-imagining homeownership for first-time homebuyers. Our fractional ownership platform partners savvy investors with qualified homebuyers to buy their home "brick by brick". By combining a unique co-ownership structure with AI-driven credit & income underwriting and continuous home valuations, Ownify’s platform is building a highly desirable portfolio of single family homes. Our portfolio averages 720 FICO & 32% PTI, 0% late pays & vacancy, 60% below avg repair & maintenance costs, and 300bps above market investor yield. 

Peninsula invests in GP equity positions alongside leading developers and operators in student and senior housing across the United States. GP equity investments provide more attractive returns than those received by limited partners in real estate funds with similar strategies (in excess of 300-400 basis points net of fees and expenses in equity investments).
Peninsula, across its different verticals, manages institutional, family office and high net worth individual capital since 2007 and has raised 7 funds and 12 other investment vehicles.

With approximately 900 lawyers across 18 offices, Seyfarth Shaw LLP provides advisory, litigation, and transactional legal services to clients worldwide. Our high-caliber legal representation and advanced delivery capabilities allow us to take on our clients’ unique challenges and opportunities―no matter the scale or complexity. Whether navigating complex litigation, negotiating transformational deals, or advising on cross-border projects, our attorneys achieve exceptional legal outcomes.

Founded in 2015, Stormfield Capital is an institutional private credit manager located in Southport, CT. Stormfield focuses on lower middle-market real estate bridge lending. We specialize in originating and acquiring short term senior loans secured by commercial and residential investment properties with an emphasis on a conservative portfolio management philosophy - no leverage, only first lien mortgages, short duration, and low-to-value ratios.

The Bainbridge Companies is a premiere vertically integrated multifamily sponsor and investment platform. With nearly 30 years’ history and over $8B in ground up development and acquisitions, including through joint ventures, single accounts, and commingled funds, the Bainbridge Companies is renown as a boots-on-the-ground local sharp shooter in US east coast markets and is one of the largest privately owned development firms proficient in both ground up development and acquisitions of existing multifamily assets.

Värde is a global credit specialist with approximately $17 billion in assets under management.* Our three decades of experience investing across both private and public credit markets has solidified our position as a leading global credit firm. Whether we are providing flexible capital solutions or capitalizing on inefficiencies in secondary markets, we bring discipline, rigor and creativity as we seek to deliver for our investors throughout ever-changing markets.

We value our investors, our investing partners, our employees, our heritage.

Yellowstone Property Group is a vertically integrated, value-focused real estate investment firm specializing in multifamily assets in overlooked U.S. markets. We apply timeless investment principles such as intrinsic value, margin of safety, and disciplined underwriting to build durable cash flow and long-term capital appreciation. Our strategy targets the convergence of automation, industrial reshoring, and housing demand in inland growth markets. Yellowstone offers a clear alternative to consensus driven capital, grounded in fundamentals and built to perform through the cycle.

At Avila Real Estate Capital ("AREC"), we invest in both debt and equity residential real
estate projects including: multifamily, for sale, land, and BTR/SFR. Our geographic focus is
California, Arizona, Texas and the Pacific Northwest. We have in-house expertise in land
acquisition, entitlement, development, construction, lease-up, and operations.

Founded in 1969, Bailard is an independent, values-driven asset and wealth management
firm serving individuals, families, and institutions alike. Its strong in-house track record
spans domestic and international equities, fixed income, private real estate, and sustainable, responsible, and impact investing. Majority employee-owned and woman-led, the firm
manages $6.4 billion in assets (as of 12/31/2024) and is both a Certified B Corporation
and a UN Principles of Responsible Investing signatory.

Continental Properties is a large national developer, owner, and operator of suburban apartment communities across the Sunbelt, Midwest and Mountain West. Since its inception in 1979, Continental has developed 137 communities, encompassing over 37,000 apartment homes across 20 states, and has a long track record of producing attractive tax-advantaged returns for investors.

Falcone Group is a vertically integrated real estate investment and development firm based in South Florida. With a national track record spanning more than 30,000 multifamily units, 15 million square feet of commercial assets, and 30,000 single-family homes, the firm has well-established expertise across major U.S. markets. Our platform covers the full real estate lifecycle — from land acquisition and entitlement to development, construction, and asset management — enabling disciplined deployment of capital across multifamily, mixed-use, retail, hospitality, and residential sectors. Guided by an experienced leadership team and a commitment to institutional rigor, Falcone Group is focused on delivering superior risk-adjusted returns across market cycles. Learn more at FalconeGroup.info

Kayne Anderson, founded in 1984, is a leading alternative investment management firm focused on real estate, credit, infrastructure, and energy. With a team defined by an entrepreneurial and resilient culture, Kayne Anderson’s investment philosophy is to pursue cash flow-oriented niche strategies where knowledge and sourcing advantages enable us to deliver above average, risk-adjusted investment returns. Kayne manages $38 billion in assets and employs 350 professionals.

Leon Capital Group is a holding company that operates assets in the financial services, healthcare, real estate, and technology industries. Leon is not a private equity fund; we operate as a family office overseeing $10 billion of private capital. Over the last 14 years, the family office has generated a 34.56% IRR and 11.36x MOIC for our own capital. We only come to market with our highest conviction investment themes and seek to provide opportunities for RIA’s and other family offices to invest alongside our firm. In fact, each strategy we launch has a significant amount of our family office capital invested.

Midwest Equity is a Midwest-based, privately held real estate investment firm specializing in high-quality, triple-net leased, stabilized commercial properties located in he Midwest and Southeast. With a diversified portfolio across twelve states valued at over $1.2 billion, the firm focuses on strong cash flow and asset appreciation. Utilizing rigorous data-driven analysis, Midwest Equity is fully integrated, self-administered, and self-managed, aiming to build high return, tax efficient generational wealth for investors.

Sentinel Net Lease is a commercial real estate investment firm specializing in singletenant, net lease properties across suburban office, retail, and industrial sectors. The firm focuses on high-quality, stabilized assets with long-term, creditworthy tenants.
Through rigorous underwriting and strategic acquisitions, Sentinel Net Lease partners with a wide variety of investors to provide passive income opportunities and aims to deliver consistent returns and long-term value.

Universe Holdings is a privately held real estate investment firm specializing in offmarket, core plus, and value-add opportunities. Leveraging proprietary market analytics and readily available equity, the company delivers optimized returns and creates high-value opportunities across economic cycles. Its flexible structure allows swift acquisition sourcing and agile execution of strategic plans. Now entering its fourth decade, Universe Holdings remains an active investor, focused on maximizing returns and value creation through disciplined, data-driven investment strategies.