U.S. Real Estate

Overview

We seek income and capital appreciation through a diverse portfolio of real estate investments.

HMC and its affiliates have owned, developed and managed multifamily, office, industrial, retail and hotel properties throughout the west, mid-atlantic, southeastern and southwestern United States. HMC has a history of identifying real estate investment opportunities through its network of long-term, strategic relationships.

Our approach is hands-on, targeting properties that we believe are undervalued, and where value can be created through focused operational and financial management. We seek smaller, more entrepreneurial transactions, typically between $20 million and $80 million, that are too large for individual investors but too small for the larger funds.

Investment Team

Jon-Paul Momsen
Vice President & Senior Managing Director

Mr. Momsen joined HMC in 2008 as a Managing Director to open the San Francisco, California office. Mr. Momsen has been the Fund Manager for HMC’s U.S. Real Estate strategy since Fund IV, responsible for directing all aspects of the fund’s activities. Prior to joining HMC, he worked at Deutsche Bank, where he served as Director and Head of the West Coast for the RREEF Real Estate Opportunity Fund Group. Before that, Mr. Momsen was with Deutsche Bank as a Vice President in the Real Estate Private Equity Group in New York. Prior to Deutsche Bank, Mr. Momsen was with Bankers Trust Company in the Real Estate Investment Banking Group.

Mr. Momsen graduated Magna Cum Laude and Phi Beta Kappa with a Bachelor of Science in Finance from the Wharton School of Business and a Bachelor of Arts in Political Science from the University of Pennsylvania. Mr. Momsen also graduated Beta Gamma Sigma with a Master of Business Administration degree from Columbia Business School.

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Todd Jordan
Managing Director

Mr. Jordan joined HMC in 2003 as an Associate rising to Director of Investments in 2007 and Managing Director in 2012 in the Birmingham, Alabama office. Mr. Jordan directs HMC’s U.S. Real Estate acquisitions for the Southeast and Mid-Atlantic U.S. regions and is a member of HMC’s U.S. Real Estate Investment Committee. He has directed the transaction management, underwriting analysis and due diligence on over 6.1 million square feet of office space, 4,900 multifamily units, 2.5 million square feet of industrial real estate and 1.2 million square feet of retail space for HMC’s U.S. Real Estate strategies. These transactions represent over $1.4 billion in value. Prior to joining HMC, he worked for PricewaterhouseCoopers LLP, advising real estate clients ranging from public REITs to private investment funds.

Mr. Jordan is a Certified Public Accountant – Inactive. He graduated Magna Cum Laude and Beta Gamma Sigma with a Bachelor of Science in Accounting and a Master of Tax Accounting degree from the University of Alabama. He also holds a Master of Business Administration degree from the University of Georgia.

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Adam Krug
Managing Director

Mr. Krug joined HMC in 2015 as a Managing Director in the Dallas, Texas office. Mr. Krug is responsible for U.S. Real Estate investment activities in the Central U.S. region. Prior to joining HMC, he founded Krug Interests, LP, a real estate investment advisory firm providing transactional sourcing, diligence, and structuring services to private equity and institutional investor clients. Before starting his own firm, Mr. Krug served as Senior Managing Director of Hayman Woods, a residential focused investment and development firm. Prior to Hayman Woods, Mr. Krug was a cofounder of Scala Real Estate Partners and also served as Vice President of Investments for Hillwood Capital, a Perot Company. He has directed the acquisition, development or management of over 5,900 apartment units, 1 million square feet of both retail and office, 900,000 square feet of industrial, 500,000 square feet of mixed-use, 1,300 acres of commercial land and 8,300 residential lots in 12 master-planned communities.

Mr. Krug holds a Bachelor of Business Administration and Bachelor of Arts with honors from the University of Texas and a Master of Business Administration from the Wharton School of Business from the University of Pennsylvania.

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Jonathan Shopay
Managing Director

Mr. Shopay joined HMC in 2018 as a Director of Asset Management rising to Managing Director in the Dallas, Texas office. He is responsible for HMC’s U.S. Real Estate assets in the Central U.S. region. His focus is on the implementation of asset specific business plans, financings, dispositions and monitoring asset performance for a portfolio of office, multifamily, retail and mixed use assets. Additionally, Mr. Shopay oversees numerous joint venture projects and works with partners on behalf of the firm. Prior to joining HMC, Mr. Shopay worked for Transwestern Investment Group serving as the Director of Asset Management over the West Coast properties on behalf of various client initiatives. The portfolio consisted of 4.3 million square feet of office, industrial and multifamily assets across 10 MSA’s. He also worked for Equity Office, a wholly owned subsidiary of Blackstone, overseeing the strategy, operations and leasing for a 3.3 million square foot portfolio of office properties across multiple markets throughout the U.S. His experience includes over 10 years in various aspects of commercial real estate including asset management, banking and corporate finance.

Mr. Shopay holds a Bachelor of Science degree from Texas Christian University in Business Finance/Real Estate. He graduated Beta Gamma Sigma with a Masters of Business Administration from Pepperdine University’s Graziadio School of Business and Management.

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Hal Brigham
Director

Mr. Brigham joined HMC in 2010 as an Analyst rising to a Director in the San Francisco, California office. He is responsible for U.S. Real Estate acquisitions across the Western U.S. region. He joined HMC to assist with acquisitions, dispositions, and asset management across the Southeast and Central U.S. regions.

Mr. Brigham holds a Bachelor of Arts degree from Duke University and a Master of Management Studies degree from the Fuqua School of Business.

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Tom Tewksbury
Director of Asset Management

Mr. Tewksbury joined HMC in 2015 as a Director of Asset Management in the San Francisco, California office. He is responsible for U.S. Real Estate assets in the Western U.S. region. He focuses on the implementation of asset specific business plans, financings, dispositions and monitoring asset performance of the strategy’s real estate investments. Mr. Tewksbury currently manages and oversees a real estate portfolio of office, multifamily, and R&D assets. Prior to joining HMC, Mr. Tewksbury held a variety of positions at SKS Partners, a San Francisco based developer and operator. In his most recent role as Director, he was in charge of the negotiation and structure of individual project capitalizations both equity and debt. Mr. Tewksbury managed equity and debt relationships on an ongoing basis through capital calls, loan draws, asset management updates and general reporting requirements. In addition, he oversaw acquisition underwriting and dispositions totaling over $1.1 billion and analysis of over 200+ potential projects.

Mr. Tewksbury holds a Bachelor of Arts degree in Economics from Ohio Wesleyan University and a Master of Business Administration degree from the Haas School at the University of California, Berkeley. He is also a licensed California Real Estate Broker.

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Brandon Cohen, CFA
Director of Asset Management

Mr. Cohen joined HMC in 2012 as an Asset Manager rising to Director of Asset Management in the Birmingham, Alabama office. He is responsible for U.S. Real Estate investments across the Eastern U.S. region. He focuses on the execution of asset specific business plans, financings, dispositions and the monitoring of asset performance for a portfolio of office, multifamily, and retail assets. Mr. Cohen is currently or has overseen the business plan execution for over 3.7 million square feet of office space, 2,700 multifamily units and 760,000 square feet of retail space for HMC’s U.S. Real Estate strategies. Prior to joining HMC, Mr. Cohen worked for Grandbridge Real Estate Capital and was responsible for all phases of loan production including underwriting and packaging new loans as well as following committed loans through the closing process.

Mr. Cohen is a CFA charterholder and holds a Bachelor of Business Administration degree in Finance as well as a Master of Business Administration in Real Estate and Finance from the University of Alabama.

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Taylor Pearce
Director

Mr. Pearce joined HMC in 2016 as an Associate rising to Director in the Dallas, Texas office. Mr. Pearce focuses on HMC’s U.S. Real Estate acquisitions, financings, and dispositions for the Central U.S. region. Prior to joining HMC, Mr. Pearce worked as a Senior Financial Analyst for the Debt and Structured Finance division of CBRE. While at CBRE, he structured various capital arrangements, including permanent debt, bridge debt, subordinate debt, construction financing, and joint venture equity for all major property types. Mr. Pearce has been involved in the closing and placement of more than $1.3 billion in loan proceeds.

Mr. Pearce holds a Bachelor of Science degree in Communication from the University of Texas and a Master of Business Administration in Real Estate and Finance from Southern Methodist University. Additionally, he is a member of the TREC Associate Leadership Council.

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Wade Armstrong
Director

Mr. Armstrong joined HMC in 2016 as an Associate rising to Director in the Birmingham, Alabama office. Mr. Armstrong focuses on HMC’s U.S. Real Estate acquisitions, financings, and dispositions for the Southeast and Mid-Atlantic U.S. regions. Prior to joining HMC, Mr. Armstrong worked as a multifamily broker for Rock Apartment Advisors where the team closed over $500 million in transactions. Before joining Rock Apartment Advisors, he worked as a development analyst at Surgical Care Affiliates. Prior to Surgical Care Affiliates, Mr. Armstrong was a commercial real estate appraiser with Cushman and Wakefield.

Mr. Armstrong holds a Bachelor of Science in Finance from Auburn University and a Master of Business Administration in Strategy from the University of Alabama. Additionally, he is a member of the Urban Land Institute.

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Brandon Keaveny
Director

Mr. Keaveny joined HMC in 2018 as an Analyst rising to Director in the Dallas, Texas office. Mr. Keaveny focuses on U.S. Real Estate acquisitions, dispositions, and asset management across the Central U.S. region. Prior to joining HMC, he worked for Citi as an analyst in the Corporate & Investment Banking division in Houston, Texas. Before joining Citi, Mr. Keaveny was an analyst at Verdad Advisers, a private investment firm, where he underwrote investment opportunities across a variety of industries.

Mr. Keaveny holds a Bachelor of Business Administration degree in Finance from The University of Texas at Austin and was a member of the Canfield Business Honors Program.

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Melody Lewis
Asset Manager

Melody Lewis

Ms. Lewis joined HMC in 1997 as an Asset Manager in the Birmingham, Alabama office. Ms. Lewis focuses on U.S. Real Estate portfolio asset management. Prior to joining HMC, she worked in the residential mortgage and funds management industries.

Ms. Lewis holds a Bachelor of Science degree from the University of Louisville. She is a member of the Harbert Employees Reaching Out (HERO) Foundation Fundraising Committee.

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Graham Cujé
Associate

Mr. Cujé joined HMC in 2019 as an Analyst rising to Associate in the San Francisco, California office. Mr. Cujé focuses on U.S. Real Estate acquisitions, dispositions, and asset management across the Western U.S. region. Prior to joining HMC, he worked for Equity Office, a wholly owned subsidiary of Blackstone, as an analyst on the Corporate Finance team, performing asset management and dispositions of Class A office properties across the U.S. Before joining Equity Office, Mr. Cujé was a Broker Associate at Colliers International in Denver, Colorado, focusing on industrial assets.

Mr. Cujé holds a Bachelor of Science degree in Finance with a Certificate in Real Estate from The University of Colorado, Boulder.

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Michael Waldrum
Associate

Mr. Waldrum joined HMC in 2019 as an Analyst rising to Associate in the Birmingham, Alabama office. Mr. Waldrum focuses on HMC’s U.S. Real Estate acquisitions, dispositions, and asset management across the Southeast and Mid-Atlantic U.S. regions. Prior to joining HMC, he was an assurance associate at PricewaterhouseCoopers LLP serving primarily Private Investment Management and Insurance companies.

Mr. Waldrum is a Certified Public Accountant – Inactive and holds a Bachelor of Business Administration degree in Accounting from Auburn University.

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Sarah Mooney
Analyst

Ms. Mooney joined HMC in 2021 as an Analyst in the Dallas, Texas office. Ms. Mooney focuses on HMC’s U.S. Real Estate acquisitions, dispositions, and asset management across the Central U.S. region. Prior to joining HMC, she worked for Westmount Realty Capital on their Industrial Acquisitions team in Dallas, Texas.

Ms. Mooney holds a Bachelor of Business Administration degree in Finance from Southern Methodist University and was a member of the SMU Real Estate Club.

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Robbie Tillman
Analyst

Mr. Tillman joined HMC in 2023 as an Analyst in the Dallas, Texas office. Mr. Tillman focuses on HMC’s U.S. Real Estate acquisitions, dispositions, and asset management across the Central U.S. region. Prior to joining HMC, he worked for Wood Partners on their Development team in Chapel Hill, North Carolina.

Mr. Tillman holds a Bachelor of Arts degree in Communication Studies and a Real Estate Minor from the University of North Carolina at Chapel Hill, where he was a member of Honors Carolina and the Real Estate Diversity Initiative.

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Investment Criteria

Our investment process centers on “value enhancement” strategies. We target real estate investments that we believe possess cash flow potential and may benefit from the implementation of a rigorous, value-added asset management plan. This plan may involve capital improvements, expense reduction, proactive leasing, capital restructuring or asset repositioning.

We seek to invest in quality, mid-size ($20 million to $80 million), Class A and B office, multifamily, retail and industrial properties.

Our geographic focus is primary markets in the West, Mid-Atlantic, Southeast and Southwest regions of the United States, which possess diversified economies, meaningful population growth and strong employment growth.

Portfolio

Current Portfolio

Harbert United States Real Estate Fund VIII, LP

SIGNATURE RIDGE
SIGNATURE RIDGE
Signature Ridge is a 612-unit, Class A multifamily property in the Medical Center district of San Antonio, Texas. The Signature Ridge investment provides the opportunity to implement an interior renovation and achieve operational expense savings.
CHP MIDWEST LIGHT INDUSTRIAL PORTFOLIO
CHP MIDWEST LIGHT INDUSTRIAL PORTFOLIO
CHP Midwest Light Industrial Portfolio is a 11-property, 594,439 SF industrial portfolio located in Chicago, Illinois and Minneapolis, Minnesota. The portfolio has a mark to market and lease-up opportunity following a capital repositioning. The fund will continue to aggregate complimentary Midwest light industrial assets to add to the portfolio.

Harbert United States Real Estate Fund VII, LP

POPLAR CREEK & PRAIRIE STONE CROSSING
POPLAR CREEK & PRAIRIE STONE CROSSING
Poplar Creek & Prairie Stone Crossing is a 316,575 SF retail power center in the Schaumburg submarket of Chicago, Illinois. Poplar Creek & Prairie Stone Crossing is a lease-up and tenant renewal opportunity.
2100 RESTON
2100 RESTON
2100 Reston is a 168,299 SF, Class B office property in the Reston submarket of Northern Virginia/Washington, D.C. 2100 Reston is a repositioning, capital improvement, and lease-up opportunity.
REDMOND TOWN CENTER
REDMOND TOWN CENTER
Redmond Town Center is a 693,647 SF retail and office mixed-use asset in the Redmond submarket of Seattle, Washington. Redmond Town Center is a repositioning, capital improvement, and lease-up opportunity.
YORK STREET YARDS
YORK STREET YARDS
York Street Yards is a 482,700 SF industrial property in the Clayton neighborhood of Denver, Colorado. York Street Yards is a redevelopment and lease-up opportunity.
GATEWAY PORTFOLIO
GATEWAY PORTFOLIO
Gateway Portfolio is a three-phased, 831 unit, Class A multifamily property in the Plano submarket of Dallas-Fort Worth, Texas. The Gateway Portfolio is a light interior, exterior, and amenity renovation opportunity.
MASON EHRMAN
MASON EHRMAN
Mason Ehrman is a two-building, 97,006 SF creative office asset in Portland, Oregon’s CBD. Mason Ehrman is a lease-up opportunity.
3333 CASITAS
3333 CASITAS
3333 Casitas is a 84,210 SF infill industrial asset in the Atwater Village area of Los Angeles, California. 3333 Casitas is a redevelopment and lease-up opportunity.
RIVERPLACE
RIVERPLACE
Riverplace is a 250,688 SF, four building office campus in the Northeast submarket of Minneapolis, Minnesota. Riverplace is a repositioning, capital improvement, and lease-up opportunity.
WILLIAMS CROSSING I & II
WILLIAMS CROSSING I & II
Williams Crossing I & II is a 272,042 SF, two-building, Class B office property in the Merrifield submarket of Northern Virginia/Washington, D.C. Williams Crossing I & II is a repositioning, capital improvement, and lease-up opportunity.
CHP CHICAGO LIGHT INDUSTRIAL PORTFOLIO
CHP CHICAGO LIGHT INDUSTRIAL PORTFOLIO
CHP Chicago Light Industrial Portfolio is a 19-property, 1,427,048 SF industrial portfolio in Chicago, Illinois. The portfolio is a portfolio aggregation, capital improvement, and lease-up opportunity.
PARKSIDE AT CRAIG RANCH
PARKSIDE AT CRAIG RANCH
Parkside at Craig Ranch is a five-phased, 1,824-unit, Class A multifamily property in the Allen/McKinney submarket of Dallas-Fort Worth, Texas. Parkside at Craig Ranch is a mark to market and light interior, exterior, and amenity renovation opportunity.
MCDOWELL ATLANTA WORKFORCE HOUSING PORTFOLIO
MCDOWELL ATLANTA WORKFORCE HOUSING PORTFOLIO
McDowell Atlanta Workforce Housing Portfolio is a 358 unit, two-property, Class B multifamily portfolio in Atlanta, Georgia. The portfolio is a mark to market and an interior, exterior, and amenity renovation opportunity.
THE HABITAT AT FORT COLLINS
THE HABITAT AT FORT COLLINS
The Habitat at Fort Collins is a 300 unit, Class B multifamily property in Fort Collins, Colorado. The Habitat at Fort Collins is an interior, exterior, and amenity renovation opportunity.
THE SWITCHYARD PORTFOLIO
THE SWITCHYARD PORTFOLIO
The Switchyard Portfolio is a 148,010 SF, two-building creative office campus in the Arts District area of downtown Los Angeles, California. The Switchyard Portfolio is a lease-up opportunity.
STAPLEY MEDICAL CENTER
STAPLEY MEDICAL CENTER
Stapley Medical Center is a 180,110 SF, two-building office property in the Superstition Corridor submarket of Phoenix, Arizona. Stapley Medical Center is a medical office conversion opportunity.
SKYVIEW 3322 APARTMENTS
SKYVIEW 3322 APARTMENTS
Skyview 3322 Apartments is a 192 unit, Class B multifamily property in the Kent submarket of Seattle, Washington. Skyview 3322 Apartments is an operational improvement and an interior, exterior, and amenity renovation opportunity.

Harbert United States Real Estate Fund VI, LP

HIGHLANDS RANCH I & II
HIGHLANDS RANCH I & II
Highlands Ranch I & II is a 152,603 SF, Class B+ office campus in the Highlands Ranch submarket of Denver, Colorado. Highlands Ranch is a lease-up and tenant renewal opportunity.
WESTPORT VILLAGE - SOLD
WESTPORT VILLAGE - SOLD
Westport Village is a 168,781 SF, Class A retail specialty center in the Hurstbourne/Lyndon submarket of Louisville, Kentucky. Westport Village is a lease-up and tenant renewal opportunity.
PLAZA AT SOLANA - SOLD
PLAZA AT SOLANA - SOLD
Plaza at Solana is a 359,873 SF, three-building, Class A office/retail property in the Westlake submarket of Dallas-Fort Worth, Texas. Plaza at Solana is a capital improvement and tenant renewal opportunity.
NESBIT PALISADES - SOLD
NESBIT PALISADES - SOLD
Nesbit Palisades is a 437 unit, Class B multifamily property in the Roswell/Alpharetta submarket of Atlanta, Georgia. Nesbit Palisades is an interior, exterior, and amenity renovation opportunity.
WATERFRONT APARTMENTS - SOLD
WATERFRONT APARTMENTS - SOLD
Waterfront Apartments is a 608 unit, Class B multifamily property in the Lakewood submarket of Denver, Colorado. Waterfront is an interior, exterior, and amenity renovation opportunity.
RED RUN APARTMENTS - SOLD
RED RUN APARTMENTS - SOLD
Red Run Apartments is a 520 unit, Class B multifamily property in the Owings Mills submarket of Baltimore, Maryland. Red Run is an interior, exterior, and amenity renovation opportunity.
LEWISVILLE TOWNE CROSSING - SOLD
LEWISVILLE TOWNE CROSSING - SOLD
Lewisville Towne Crossing is a 232,492 SF, Class A retail power center in the Lewisville submarket of Dallas-Fort Worth, Texas. Lewisville Towne Crossing is a tenant renewal opportunity.
SPRINGHOUSE APARTMENTS - SOLD
SPRINGHOUSE APARTMENTS - SOLD
Springhouse Apartments is a 432 unit, Class B multifamily property in the Newport News submarket of Virginia Beach-Norfolk, Virginia. Springhouse is an interior, exterior, and amenity renovation opportunity.
3 HUTTON CENTRE
3 HUTTON CENTRE
3 Hutton Centre is a 198,161 SF, Class A office tower in the Airport Area submarket of Orange County, California. 3 Hutton Centre is a lease-up and tenant renewal opportunity.
THE GROVE
THE GROVE
The Grove is a 259,267 SF, four-building office portfolio in the University submarket of Charlotte, North Carolina. The Grove is a rebranding, capital improvement and lease-up opportunity.
RIDGELINE TECH CENTER - SOLD
RIDGELINE TECH CENTER - SOLD
Ridgeline Tech Center is a 137,316 SF, Class B office property in the Highlands Ranch submarket of Denver, Colorado. Ridgeline Tech Center is a lease-up opportunity.
HIGHLAND RIDGE I & II - SOLD
HIGHLAND RIDGE I & II - SOLD
Highland Ridge I & II is a 341,096 SF, two-building, Class A office property in the Airport North submarket of Nashville, Tennessee. Highland Ridge is a lease-up and modest capital improvement opportunity.
AZUL - SOLD
AZUL - SOLD
Azul is a 246 unit, Class B+ multifamily property in the Far Northwest submarket of San Antonio, Texas. Azul is an interior, exterior, and amenity renovation opportunity.
ALCOVE - SOLD
ALCOVE - SOLD
Alcove is a 270 unit, Class B multifamily property in the Arlington submarket of Dallas-Fort Worth, Texas. Alcove is an interior, exterior, and amenity renovation opportunity.
FRONTERA CROSSING - SOLD
FRONTERA CROSSING - SOLD
Frontera Crossing is a 163,803 SF, Class B+ office building in the Round Rock submarket of Austin, Texas. Frontera Crossing is a tenant renewal and modest capital improvement opportunity.
HIGH STREET - SOLD
HIGH STREET - SOLD
High Street is a 628,466 SF, nine-building, Class A mixed-use property in the North Scottsdale submarket of Phoenix, Arizona with office, retail, and multifamily components. High Street is a lease-up, tenant renewal, and modest capital improvement opportunity.
WORLDGATE METRO PLAZA
WORLDGATE METRO PLAZA
Worldgate Metro Plaza is a 325,072 SF, four-building, Class A office campus in the Herndon submarket of Northern Virginia/Washington, D.C. Worldgate Metro Plaza is a repositioning, capital improvement, and lease-up opportunity.
THE PALMER - SOLD
THE PALMER - SOLD
The Palmer is a 502 unit, Class B+ multifamily property in the Cherokee County submarket of Atlanta, Georgia. The Palmer is an interior, exterior, and amenity renovation opportunity.
PARKWAY CENTER
PARKWAY CENTER
Parkway Center is a 459,989 SF, two-building, Class A office property in the Cumberland/Galleria submarket of Atlanta, Georgia. Parkway Center is a tenant renewal and capital improvement opportunity.
ONE & TWO CORPORATE CENTRE
ONE & TWO CORPORATE CENTRE
One & Two Corporate Centre is a 347,129 SF, two-building, Class A office property in the Concord submarket of the San Francisco Bay Area. One & Two Corporate Centre is a tenant renewal and capital improvement opportunity.
CASCADE AT TOWN CENTER
CASCADE AT TOWN CENTER
Cascade at Town Center is a 186 unit, Class A- multifamily property in the Eden Prairie submarket of Minneapolis, Minnesota. Cascade at Town Center is a repositioning and interior and amenity renovation opportunity.
MOSAIC FREMONT
MOSAIC FREMONT
Mosaic Fremont is a 122 unit, Class B multifamily property in the Fremont submarket of the San Francisco Bay Area. Mosaic Fremont is a full repositioning opportunity.
THE STREETS OF BRENTWOOD
THE STREETS OF BRENTWOOD
The Streets of Brentwood is a 358,615 SF, Class A retail lifestyle center in the Brentwood submarket of the San Francisco Bay Area. The Streets of Brentwood is a tenant renewal and rebranding opportunity.
5 CENTRAL
5 CENTRAL
5 Central is a 140 unit, Class A multifamily property in the Maple Grove submarket of Minneapolis, Minnesota. 5 Central is a modest interior and amenity renovation opportunity.
CYPRESS VILLAGE
CYPRESS VILLAGE
Cypress Village is an 88 unit, Class B multifamily property in the North County submarket of Orange County, California. Cypress Village is a full repositioning opportunity.
HOUSTON LIGHT INDUSTRIAL PORTFOLIO - SOLD
HOUSTON LIGHT INDUSTRIAL PORTFOLIO - SOLD
Houston Light Industrial Portfolio is a 388,752 SF, five-property, light industrial portfolio in Houston, Texas. The portfolio is a tenant renewal opportunity.
LOOKOUT AT 6400
LOOKOUT AT 6400
Lookout at 6400 is a 410,197 SF, two-building, Class B office portfolio in the Falls Church submarket of Northern Virginia/Washington D.C. Lookout at 6400 is a repositioning, capital improvement, lease-up, and tenant renewal opportunity.
GA 400 OFFICE COLLECTION
GA 400 OFFICE COLLECTION
The GA 400 Office Collection is a 379,421 SF, three-building, Class A office portfolio in the Alpharetta submarket of Atlanta, GA. The portfolio is a capital improvement, lease-up and tenant renewal opportunity.
THE BOULEVARD - SOLD
THE BOULEVARD - SOLD
The Boulevard is a 296 unit, Class B multifamily property located in the eastern suburbs of Las Vegas, Nevada. The Boulevard is a value-add repositioning opportunity.
MARINA WALK
MARINA WALK
Marina Walk is a 245 unit, Class A+ multifamily development to be built in the Skyway Marina District of the Tampa/St. Petersburg, Florida market. The JV is developing a mid-rise property with structured parking and unobstructed water views.
PROMENADE AT SACRAMENTO GATEWAY
PROMENADE AT SACRAMENTO GATEWAY
Promenade at Sacramento Gateway is a 347,591 SF, Class A retail power and lifestyle center in the Natomas submarket of the Sacramento, California market. The JV is implementing a targeted capital improvement plan while redeveloping a portion of the property and overhauling management and leasing strategies to stabilize the rent roll.
WHITESTONE PORTFOLIO - SOLD
WHITESTONE PORTFOLIO - SOLD
The Whitestone Portfolio is a 381,278 SF, three-property, light industrial portfolio in the Houston, Texas market. The business plan is to stabilize the portfolio through leasing and re-leasing while executing a light capital maintenance program.

Harbert United States Real Estate Fund V, LP

DIABLO TECHNOLOGY PARK - SOLD
DIABLO TECHNOLOGY PARK - SOLD
A Class B+ suburban office campus in Phoenix, Arizona.
STERLING POINTE I & II - SOLD
STERLING POINTE I & II - SOLD
A two-building, 351,345 SF Class A office park in the Central Perimeter submarket of Atlanta, Georgia.
OBERLIN BUSINESS PARK - SOLD
OBERLIN BUSINESS PARK - SOLD
A 105,003 SF Class B office campus in San Diego, California.
DFW 5 PORTFOLIO - SOLD
DFW 5 PORTFOLIO - SOLD
A portfolio of Class B/B+ garden-style apartment communities located in Dallas-Fort Worth, Texas.
RESERVE AT PROVIDENCE - SOLD
RESERVE AT PROVIDENCE - SOLD
Two Class B apartment communities that total 574 units located adjacent to one another along Providence Road in Charlotte, North Carolina.
LONE PEAK CENTER
LONE PEAK CENTER
An eight building, 447,328 SF Class B office campus in Salt Lake City, Utah.
SOUTHPARK MEADOWS PHASE III
SOUTHPARK MEADOWS PHASE III
A 257,973 SF, super-regional power center in Austin, Texas.
CORTESIAN APARTMENTS - SOLD
CORTESIAN APARTMENTS - SOLD
A 332-unit Class B multifamily asset in Scottsdale, Arizona.
FOUNTAINHEAD CORPORATE PARK - SOLD
FOUNTAINHEAD CORPORATE PARK - SOLD
A five-building, 476,172 SF Class A- office portfolio in Phoenix, Arizona.
HARBERT-MCDOWELL MULTIFAMILY PORTFOLIO - SOLD
HARBERT-MCDOWELL MULTIFAMILY PORTFOLIO - SOLD
A portfolio of two Class B apartment communities totaling 554 units in Las Vegas, Nevada and 312 units in Pittsburg, California.
DENVER HIGHLANDS I & II - SOLD
DENVER HIGHLANDS I & II - SOLD
A two-building, 365,434 SF Class B+ office campus in Denver, Colorado.
FOREST HILLS AT VININGS APARTMENTS - SOLD
FOREST HILLS AT VININGS APARTMENTS - SOLD
A Class B multifamily apartment community located in the desirable Vinings submarket of Atlanta, Georgia.
CONYERS CROSSROADS
CONYERS CROSSROADS
A 465,993 SF regional power center in the Atlanta suburban community of Conyers, Georgia.
SOUTH TEXAS 6 PORTFOLIO – SOLD
SOUTH TEXAS 6 PORTFOLIO – SOLD
A portfolio of Class B/B- garden-style apartment communities in Houston, San Antonio and Corpus Christi, Texas.
THE PARAMOUNT - SOLD
THE PARAMOUNT - SOLD
A partially renovated Class B garden-style community located in the Energy Corridor of Houston, Texas.
9801 WESTHEIMER
9801 WESTHEIMER
A 211,125 SF Class A-/B+ office space built in 1981 in the Westchase submarket of Houston, Texas.
730 MIDTOWN – SOLD
730 MIDTOWN – SOLD
An 11-story, 213,041 SF Class B+ office asset in the Midtown submarket of Atlanta, Georgia.
ARBORS OFFICE PORTFOLIO – SOLD
ARBORS OFFICE PORTFOLIO – SOLD
The Arbors Portfolio is a four building, 256,510 SF, Class B+ office portfolio located in the North Raleigh submarket of Raleigh, North Carolina and built between 1984 and 1998.
CONIFER CREEK APARTMENTS – SOLD
CONIFER CREEK APARTMENTS – SOLD
Conifer Creek is a 480-unit, Class B multifamily property built in 1987 and located in the Arapahoe County submarket in Denver, Colorado.
WATERMARK AT EAST COBB – SOLD
WATERMARK AT EAST COBB – SOLD
Watermark at East Cobb is a 510-unit Class B multifamily community located in the East Cobb suburb of Atlanta, Georgia.
989 MARKET STREET – SOLD
989 MARKET STREET – SOLD
989 Market Street is a 111,497 SF Class A creative office property located in the South of Market (“SOMA”) submarket in San Francisco, California at the epicenter of one of the strongest office markets in the U.S.
ROCKLEDGE FAIRWAYS APARTMENTS - SOLD
ROCKLEDGE FAIRWAYS APARTMENTS - SOLD
Rockledge Fairways Apartments is a Class B+ multifamily community located in the Southeast submarket of Phoenix, Arizona.
VISCONTI & THE GLEN - SOLD
VISCONTI & THE GLEN - SOLD
Visconti & The Glen is a 626 unit, Class B multifamily property in the downtown Scottsdale area of Phoenix, Arizona.
HOLLY HALL - SOLD
HOLLY HALL - SOLD
Holly Hall is a 569 unit, Class B multifamily property in the Texas Medical Center submarket of Houston, Texas.
SKY HARBOR GATEWAY
SKY HARBOR GATEWAY
Sky Harbor Gateway is a 216,341 SF, Class B office property in the Airport Area submarket of Phoenix, Arizona.
GOVERNORS OFFICE PORTFOLIO
GOVERNORS OFFICE PORTFOLIO
Governors Office Portfolio is a 731,759 SF, five-building, Class A office portfolio in the Mason suburb of Cincinnati, Ohio.
WILLOW CREEK
WILLOW CREEK
Willow Creek is a 114,355 SF, Class B office property in the Scripps Ranch submarket of San Diego, California.

Harbert United States Real Estate Fund IV, LP

PROJECT SKYLINE – SOLD
PROJECT SKYLINE – SOLD
Project Skyline is approximately 1 million SF of Class A office portfolio consisting of five buildings in the CBD of Cincinnati, Ohio and Nashville, Tennessee.
1800 BERING – SOLD
1800 BERING – SOLD
1800 Bering is a 177,800 SF Class B office property located in the San Felipe / Voss submarket of Houston, Texas.
LA TERRAZA CORPORATE PLAZA – SOLD
LA TERRAZA CORPORATE PLAZA – SOLD
LaTerraza Corporate Plaza is a 78,367 SF Class A office property located in the San Diego suburb of Escondido, California.
690 EAST ARQUES AVENUE – SOLD
690 EAST ARQUES AVENUE – SOLD
690 East Arques Avenue is a 65,055 SF Class A R&D / Office property located in Silicon Valley’s Class A submarket of Sunnyvale, California.
645 ALMANOR AVENUE – SOLD
645 ALMANOR AVENUE – SOLD
645 Almanor Avenue is a 130,000 SF R&D/flex property in Silicon Valley’s Class A submarket of Sunnyvale, California.
LOCKHILL SELMA – SOLD
LOCKHILL SELMA – SOLD
Lockhill Selma is a 116,545 SF Class A suburban office property in the Northwest submarket of San Antonio, Texas.
5757 WOODWAY – SOLD
5757 WOODWAY – SOLD
5757 Woodway is a 162,188 SF Class B suburban office property located in the San Felipe / Voss submarket of Houston, Texas.
9990 RICHMOND – SOLD
9990 RICHMOND – SOLD
9990 Richmond is a 186,964 SF Class B suburban office property located in the Westchase submarket of Houston, Texas.
SANTA ROSA APARTMENTS – SOLD
SANTA ROSA APARTMENTS – SOLD
Santa Rosa Apartments is a 112-unit Class A multifamily community located in the Ahwatukee submarket of Phoenix, Arizona.
SAN VENTURA APARTMENTS – SOLD
SAN VENTURA APARTMENTS – SOLD
San Ventura Apartments is a 272-unit Class A multifamily community located the Chandler submarket in Phoenix, Arizona.
SIENNA AT VISTA LAKES APARTMENTS – SOLD
SIENNA AT VISTA LAKES APARTMENTS – SOLD
Sienna at Vista Lakes Apartments is a 640-unit Class B multifamily community located in Fort Myers, Florida.
WEST CREEK RANCH APARTMENTS – SOLD
WEST CREEK RANCH APARTMENTS – SOLD
West Creek Ranch Apartments is a 240-unit Class B multifamily community located in Dallas, Texas.
POINTE AT SOUTH MOUNTAIN APARTMENTS – SOLD
POINTE AT SOUTH MOUNTAIN APARTMENTS – SOLD
Pointe at South Mountain Apartments is a 364-unit Class B multifamily community located in the Ahwatukee submarket of Phoenix, Arizona.
GREENWOOD POINT APARTMENTS – SOLD
GREENWOOD POINT APARTMENTS – SOLD
Greenwood Point Apartments is a 312-unit Class B multifamily community located in the Arapahoe County submarket of Denver, Colorado.
ALTA SPRINGS APARTMENTS – SOLD
ALTA SPRINGS APARTMENTS – SOLD
Alta Springs Apartments is a 359-unit Class B suburban multifamily community located in Denver, Colorado.
ROCKLEDGE BEAR VALLEY APARTMENTS – SOLD
ROCKLEDGE BEAR VALLEY APARTMENTS – SOLD
Rockledge Bear Valley Apartments is a 230-unit Class B multifamily community located in the Denver County submarket of Denver, Colorado.
PARK 83 APARTMENTS – SOLD
PARK 83 APARTMENTS – SOLD
Park 83 Apartments is a 664-unit Class B multifamily community located in the Roswell submarket of Atlanta, Georgia.
SCOTTSDALE GATEWAY APARTMENTS – SOLD
SCOTTSDALE GATEWAY APARTMENTS – SOLD
Scottsdale Gateway Apartments is a 611-unit Class B multifamily community located near the Scottsdale submarket of Phoenix, Arizona.
WOODSTREAM VILLAGE & DAYTON CROSSING APARTMENTS – SOLD
WOODSTREAM VILLAGE & DAYTON CROSSING APARTMENTS – SOLD
Woodstream Village and Dayton Crossing Apartments is a two-property multifamily portfolio comprised of the 320-unit Class B community Woodstream Village and the 324-unit Class B community of Dayton Crossing. The properties are located in the Class A Denver County submarket of Denver, Colorado.
OXBRIDGE SQUARE - SOLD
OXBRIDGE SQUARE - SOLD
Oxbridge Square is a 127,369 SF Class B retail center located in the Southwest submarket of Richmond, Virginia.
WPC SELF-STORAGE VENTURE – SOLD
WPC SELF-STORAGE VENTURE – SOLD
WPC Self-Storage Venture is a joint venture with W.P. Carey to acquire self-storage facilities throughout the United States. The original portfolio comprised of 13 assets; five new facilities in Chicago were added in 2010. Additionally, assets in Bentonville, Arkansas and Tallahassee, Florida, were acquired, bringing the total portfolio size to 20 properties.

Harbert Real Estate Fund III, LLC

WEST LOOP OFFICE PORTFOLIO – SOLD
WEST LOOP OFFICE PORTFOLIO – SOLD
West Loop Office Portfolio is comprised of two Class A and Class B office properties located in Houston, Texas; 221,913 SF 1001 West Loop Plaza and 281,590 SF One West Loop Plaza.
ONE BANK AMERICA PLAZA – SOLD
ONE BANK AMERICA PLAZA – SOLD
One Bank America Plaza is a 366,842 SF Class A office property located in the CBD of Raleigh, North Carolina.
QUORUM OFFICE PORTFOLIO – SOLD
QUORUM OFFICE PORTFOLIO – SOLD
Quorum is a 455,889 SF Class B suburban office property located in North Dallas, Texas.
THREE NORTHBOROUGH – SOLD
THREE NORTHBOROUGH – SOLD
Three Northborough is a 157,304 SF Class B office property located in North Houston, Texas.
SUNTRUST OFFICE PORTFOLIO - SOLD
SUNTRUST OFFICE PORTFOLIO - SOLD
SunTrust Office Portfolio is 1,140,000 SF comprised of 25 properties located in Alabama, Florida, Georgia, Maryland, North Carolina, Tennessee and Virginia.
INTERSTATE BUSINESS PARK – SOLD
INTERSTATE BUSINESS PARK – SOLD
Interstate Business Park is a 118,031 SF Class B office / flex property located in East Tampa, Florida.
CHALK ROCK CANYON APARTMENTS – SOLD
CHALK ROCK CANYON APARTMENTS – SOLD
Chalk Rock Canyon Apartments is a 264-unit luxury Class A multifamily community development located in Austin, Texas.
DRY CREEK RANCH APARTMENTS – SOLD
DRY CREEK RANCH APARTMENTS – SOLD
Dry Creek Ranch Apartments is a 288-unit luxury Class A multifamily community located in Fort Worth, Texas.
BELLATERRA AT DEERBROOK APARTMENTS – SOLD
BELLATERRA AT DEERBROOK APARTMENTS – SOLD
BellaTerra at Deerbrook Apartments is a 360-unit Class A multifamily community located in Northeast Houston, Texas.
CIGAR FACTORY – SOLD
CIGAR FACTORY – SOLD
Cigar Factory is a 78 residential unit, 6 office unit and 37,077 SF retail mixed-use historical redevelopment property located in Charleston, South Carolina.
GWINNETT CORPORATE CENTER – SOLD
GWINNETT CORPORATE CENTER – SOLD
Gwinnett Corporate Center is a 1,181,022 SF Class B light industrial / flex property located in Atlanta, Georgia.
EAST POINTE BUSINESS CENTER – SOLD
EAST POINTE BUSINESS CENTER – SOLD
East Pointe Business Center is a 287,482 SF Class B light industrial / flex property located in Memphis, Tennessee.
ELLINGTON TRADE CENTER – SOLD
ELLINGTON TRADE CENTER – SOLD
Ellington Trade Center is a 503,140 SF Class A ground-up industrial development located in Houston, Texas.
NORTHPOINTE BUSINESS PARK – SOLD
NORTHPOINTE BUSINESS PARK – SOLD
Northpointe Busines Park is a 448,550 SF Class A ground-up industrial development located in Austin, Texas.
SHADOW ANCHOR RETAIL PORTFOLIO – SOLD
SHADOW ANCHOR RETAIL PORTFOLIO – SOLD
Shadow Anchor Retail Portfolio is a 59,992 SF shadow-anchor retail venture comprised of four ground-up developments in the Southeast and Midwest United States.
CHACE LAKE RETAIL CENTER – SOLD
CHACE LAKE RETAIL CENTER – SOLD
Chace Lake Retail Center is a 13,400 SF strip retail center property in the Riverchase neighborhood of Birmingham, Alabama

Harbert Real Estate Fund II, LLC

WATERMARK AT WESTSHORE – SOLD
WATERMARK AT WESTSHORE – SOLD
Watermark at Westshore is a 390,000 SF suburban office located in Tampa, Florida.
VILLAS AT MEADOW LAKES – SOLD
VILLAS AT MEADOW LAKES – SOLD
Villas at Meadow Lakes is a 189 unit multifamily apartment located in Ft. Lauderdale, Florida.
VILLAS AT LAKEVIEW – SOLD
VILLAS AT LAKEVIEW – SOLD
Villas at Lakeview is a 176 unit multifamily apartment located in Ft. Lauderdale, Florida.
INDIAN HOLLOW – SOLD
INDIAN HOLLOW – SOLD
Indian Hollow is a 336 unit multifamily apartment located in San Antonio, Texas.
MERIDIAN CRESCENT – SOLD
MERIDIAN CRESCENT – SOLD
Meridian Crescent is a 29 unit condominium development located in Washington, D.C.
WEST TOWN COLONY – SOLD
WEST TOWN COLONY – SOLD
West Town Colony is a 316 unit Class B multifamily located in Orlando, Florida.
MORGAN FALLS OFFICE PARK – SOLD
MORGAN FALLS OFFICE PARK – SOLD
Morgan Falls Office Park is a 257,000 SF class B office park located in Atlanta, Georgia.
INTERSTATE NORTHWEST BUSINESS PARK – SOLD
INTERSTATE NORTHWEST BUSINESS PARK – SOLD
Interstate Northwest Business Park is a 286,000 SF Class B office/flex located in Atlanta, Georgia.
VISTA CENTRE SHOPPES – SOLD
VISTA CENTRE SHOPPES – SOLD
Vista Centre Shoppes is a 94,400 SF Class B specialty retail center located in Orlando, Florida.
WEST VOLUSIA SHOPPING CENTER – SOLD
WEST VOLUSIA SHOPPING CENTER – SOLD
West Volusia Shopping Center is a 268,000 SF Class B sub-regional shopping center located in Deland, Florida.

Harbinger Real Estate Partners I, LP

YORKTOWN 50 – SOLD
YORKTOWN 50 – SOLD
Yorktown 50 is a 95,656 SF Class B medical office located in Fairfax, Virginia.
PENDERMILL I OFFICE BUILDING – SOLD
PENDERMILL I OFFICE BUILDING – SOLD
Pendermill I is a 67,000 SF Class B suburban office located in Fairfax, Virginia.
9130 JOLLYVILLE ROAD – SOLD
9130 JOLLYVILLE ROAD – SOLD
9130 Jollyville Road is a 61,949 SF Class B+ office located in Austin, Texas.
CENTRE II OFFICE BUILDING – SOLD
CENTRE II OFFICE BUILDING – SOLD
Centre II is a 54,248 SF Class B suburban office located in Austin, Texas.
NORTHLAKE CENTER – SOLD
NORTHLAKE CENTER – SOLD
Northlake Center is a 174,747 SF Class A office located in Atlanta, Georgia.
GOLDEN TRIANGLE OFFICE PARK – SOLD
GOLDEN TRIANGLE OFFICE PARK – SOLD
Golden Triangle Office Park is a 238,677 SF Class A office in Greenbelt, Maryland.
CLUB TOWER APARTMENTS – SOLD
CLUB TOWER APARTMENTS – SOLD
Club Tower Apartments is a 434 unit Class A high-rise multi-family located in Atlanta, Georgia.
WILLIAMSBURG SENIOR LIVING COMPLEX – SOLD
WILLIAMSBURG SENIOR LIVING COMPLEX – SOLD
Williamsburg Senior Living Complex is a 416 unit Class B multifamily located in Atlanta, Georgia.
GEORGIAN HILLS APARTMENT COMPLEX – SOLD
GEORGIAN HILLS APARTMENT COMPLEX – SOLD
Georgian Hills Apartment Complex is a 250 unit Class B multifamily located in Atlanta, Georgia.
MEADOWGLEN VILLAGE APARTMENT COMMUNITY – SOLD
MEADOWGLEN VILLAGE APARTMENT COMMUNITY – SOLD
Meadowglen Village Apartment Community is a 646 unit multifamily located in Atlanta, Georgia.
77 CORPORATE PARK – SOLD
77 CORPORATE PARK – SOLD
77 Corporate Park is a 328,748 SF light industrial complex located in Charlotte, North Carolina.
AVALON RIDGE – SOLD
AVALON RIDGE – SOLD
Avalon Ridge is a 118,800 SF office/flex in Atlanta, Georgia.
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HARBERT UNITED STATES REAL ESTATE
BIRMINGHAM OFFICE

2100 Third Avenue North, Suite 600
Birmingham, AL 35203
Contact:
Todd Jordan
Managing Director
tjordan@harbert.net
205.987.5646

SAN FRANCISCO OFFICE

575 Market Street, Suite 2925
San Francisco, CA 94105
Contact:
Jon-Paul Momsen
Senior Managing Director
jpmomsen@harbert.net
415.442.8380

DALLAS OFFICE

100 Crescent Court
Suite 450
Dallas, TX 75201
Contact:
Adam Krug
Managing Director
akrug@harbert.net
214.756.6592