As industry advisors and partners, we maintain senior-level relationships with the top private equity real estate firms, real estate-focused family offices and hedge funds, allowing us to bring unrivaled access and information to our client partners.

 

Our Services

PTB provides advisory services to real estate sponsors & developers related to:

Equity Capital Raising

  • Joint ventures with private equity real estate funds and family offices

  • LP equity from private equity real estate funds, family offices, secondaries investors, pension funds, sovereign wealth funds, platform investors and hedge funds

  • Preferred equity

  • Co-GP equity

  • Equity for a GP fund

  • EB-5 equity

Debt Capital Raising

  • Construction and permanent financing from private debt funds

  • Advisory for working and operating capital needs including:  pursuit costs, land acquisition, GP-coinvest

  • PACE financing

Capital structure and M&A advisory services

  • Advisory on company sales, majority recaps

  • Structuring asset management arm of real estate operators

  • Recapping existing assets into a first fund structure

  •  Sale of existing LP positions

  • Extensions of existing LP commitments with outside capital

  • Restructuring existing capital structures

Real estate fund manager capital structure and M&A advisory services

  • Advisory on company sales, bringing in a minority investor

  • Fund extensions, restructuring

  •  Sale of existing LP positions to secondary investors

  • Extensions of existing LP commitments with outside capital

  • Restructuring existing capital structures

  • Unwinding existing funds

To optimize results, our principals advise on the strategy, handle direct outreach and manage the end-to-end process with every client.

 

Our Competitive Advantages

PTB’s boutique model and focus provide the following advantages to our clients:

  • Singular Focus - By focusing primarily on institutional real estate transactions, we are able to maximize distribution and creativity for every deal.

  • Institutional Network - We bring a personal network of 300+ institutional investors across global, mid-market and niche private equity real estate groups, as well as hedge funds, RIAs and family offices.

  • Operator Mentality - As principals we’ve led global real estate private equity funds investing across all real estate asset classes, development and operating real estate companies and have founded OpCo-PropCos and real estate technology companies.

  • Senior-Level Execution - Senior leadership leads the strategy, handles direct outreach and manages the end-to-end process with every client.