Capital Advisory

CAPITAL ADVISORY

Accord, through its broker/dealer affiliates, provides real estate M&A advisory and capital raising services to an array of industry participants. The firm delivers critical insights across a variety of real estate sectors, strategies, geographies and risk profiles.

Our Approach

Our principals are actively involved in every stage of the advisory process, while maintaining a constant dialogue with clients and potential investors

ACCORD PRINCIPAL DIRECT INTERACTION WITH CLIENTS

Comprehensive Review &

Assessment

Preparation of Offering

Materials

Prioritization of Target

Audience

Creative
and Active
Marketing

Closing

ACCORD PRINCIPAL ONGOING CONTACT WITH INVESTOR / CONSULTANT COMMUNITY

Featured Transactions:

High Street Real Estate Fund VI

Offering of limited partnership interests

Smaller US multi-tenant and single-tenant industrial warehouse/distribution centers in primary markets

Approximately 80% of investors are re-ups from the US, UK and Europe

Fully subscribed at hard cap

$500,000,000

March 2020

Private Placement/Sole Placement Agent

Simpson Housing: Spartan Portfolio

Joint venture formation

Core-plus, income-producing US Class A multifamily portfolio

Partial interest sale to PFA Pension, with Simpson Housing / Domain Capital Advisors remaining as manager

$1,048,000,000

March 2020

Sell-side M&A/Exclusive Financial Advisor

Sares-Regis Multifamily Value-Add Fund III

Offering of limited partnership interests

Western US value-add multifamily investments

Approximately 2/3rds of investors are re-ups from the US and Asia

New investors include endowments and quasi-governmental entities

$328,000,000
October 2019

Private Placement/Sole Placement Agent

Avanath Capital Management: Elevate Portfolio

Portfolio sale

Core-plus portfolio of US affordable housing communities

Majority interest sale to UBS Global Asset Management, with Avanath remaining as asset manager

$248,000,000

March 2019

Sell-side M&A/Exclusive Financial Advisor

Swift Real

Estate Partners

Portfolio sale

Core-plus, income-producing California office portfolio

Sale to Partners Group, with Swift Real Estate Partners remaining as asset manager

Undisclosed

August 2018

Sell-side M&A/Exclusive Financial Advisor

Avanath Affordable Housing III

Offering of limited partnership interests

US rent-regulated multifamily housing with high current income

Fully subscribed over initial target

$338,000,000

December 2017

Private Placement/

Exclusive European Placement Agent

Pradera:

Bronze Portfolio

Portfolio sale

Value-add portfolio of Spain and Italy shopping centers

Sale to MCAP (subsidiary of Marathon Asset Mangagement), with Pradera remaining as asset manager

Undisclosed

December 2017

Sell-side M&A/Exclusive Financial Advisor

Cabot Properties: Cablo Portfolio

Portfolio sale

Well-diversified core-plus, income-producing portfolio of UK bulk distribution warehouses

Sale to LondonMetric Property

£116,600,000

August 2017

Sell-side M&A/Exclusive Financial Advisor

High Street Real Estate Fund V

Offering of limited partnership interests

Smaller US multi-tenant and single-tenant industrial warehouse/distribution centers in primary markets

Fully subscribed at hard cap

$353,000,000

May 2017

Private Placement/Sole Placement Agent

Morrison Street Debt Opportunities Fund

Offering of limited partnership interests

Small-balance real estate mezzanine debt fund

Fully subscribed at target

$200,000,000

April 2017

Private Placement/Sole Placement Agent

Spear Street Capital: Invictus Portfolio

Joint venture formation

Core-plus, income-producing US office portfolio

Partial interest sale to PFA Pension, with Spear Street Capital remaining as asset manager

Undisclosed

March 2017

Sell-side M&A/Exclusive Financial Advisor

Sares-Regis Multifamily Value-Add Fund II

Offering of limited partnership interests

Western US value-add multifamily investments

Oversubscribed relative to original target

$304,000,000
August 2016

Private Placement/Sole Placement Agent

Spear Street Capital:

Whetstone Portfolio

Joint venture formation

Core-plus, income-producing US office portfolio

Partial interest sale to Partners Group, with Spear Street Capital remaining as asset manager

Undisclosed

July 2016

Sell-side M&A/Exclusive Financial Advisor

STAM Europe: Printemps Portfolio

Portfolio recapitalization

High-quality, income-producing office and industrial properties in France

Sale to Northwood with STAM Europe remaining as asset manager

€164,000,000

September 2015

Sell-side M&A/Exclusive Financial Advisor

Sirius Fund I Grocery

Offering of limited partnership interests

Acquisition of grocery stores in Finland leased to major grocery retailers

First-time fund with commitments from major US and European institutions

Oversubscribed relative to original target

€100,000,000

August 2015

Private Placement/Sole Placement Agent

IHP Capital

Partners Fund VII

Offering of limited partnership interests

Focus on single family housing in leading US markets

Will invest in a JV alongside CalSTRS

$100,000,000

January 2015

Private Placement/Lead Placement Agent

Highcross

Strategic Advisers: Project Warwick

Sale of two fund vehicles and vertically integrated management company to Northwood Investors

Combined 7.1 million sq. ft. of office and industrial assets in regional UK markets

Reinvestment option for existing LPs fully subscribed

£635,000,000

December 2014

Sell-side M&A/Exclusive Financial Advisor

Thayer Hotel Investors VI

Offering of limited partnership interests

Focus on investors wanting to be on leading edge of US lodging

Emphasis on more entrepreneurial capital sources (e.g., family offices, fund-of-funds)

Partially seeded

$312,000,000

May 2014

Private Placement/Lead Placement Agent