Meet the sponsors.
At Cornerstone, we have cultivated profound partnerships with sponsors who align with our philosophy of placing utmost importance on the investment objectives of every investor, while possessing the proficiency to enhance your investment portfolio.
Capital Square 1031 is a national real estate investment and management company. The firm sponsors institutional-quality real estate exchange programs that qualify for tax deferral under Section 1031 of the Internal Revenue Code. Capital Square uses the Delaware Statutory Trust (DST) structure to make quality real estate available to a larger number of investors. According to Capital Square’s website, they provide a range of services, including due diligence, acquisition, loan sourcing, property management/asset management, and disposition, for a growing number of high-net-worth investors, private equity firms, family offices, and institutional investors. As of March 17, 2022, the firm has completed more than $4.2B in transaction volume. Cornerstone Real Estate Investment Services has no affiliation or relationship with Capital Square.
In October 2020, NB Private Capital’s name was changed to Versity Investments, LLC. According to its website, NB Private Capital, LLC (“NBPC”) is a student housing investment company located in Orange County, California. NBPC’s predecessor, Nelson Brothers Professional Real Estate (“NB”) was originally founded in 2007 with the goal of providing brick-and-mortar investment opportunities that can potentially offer a unique balance of stable performance, monthly income, tax efficiency, appreciation, and diversification—all from one investment. Through 2017, NB grew to over $850 million in managed real estate with over 1,300 investors and was ranked the #129th fastest-growing private companies in the US. 2018 saw the need for restructuring with Brian Nelson starting his own syndication firm, NBPC. While the name has changed, the goals remain the same. NBPC will continue to invest in student housing facilities throughout the country that are core pedestrian or properties designed for a market-specific population, in which the goal will be a long-term stable cash flow over a five-year holding period. The firm’s investments will be primarily geared to income-seeking investors who enjoy the simplicity of 1031 exchanges in a DST structure. Cornerstone Real Estate Investment Services is not affiliated with Versity.
According to Moody’s website, Moody National Companies was established in 1996 and is a full-service commercial real estate firm. Since the beginning, Moody National has remained focused on identifying and developing investment opportunities that offer long-term asset preservation as well as stable and predictable cash flows. Headquartered in Houston, Texas, their team of dedicated real estate professionals apply financial expertise to offer clients comprehensive solutions for all real estate needs. Moody National Companies has $1.7 billion of assets under management. Cornerstone Real Estate Investment Services is not affiliated with Moody.
According to Carter’s website, key personnel of the sponsor have over 225 years of combined experience in the commercial real estate industry. This proven, diverse team of world-class, real estate experts, entrepreneurs and fund managers have completed $86 billion of total commercial real estate acquisitions, financing, development, and capital raising. Members of the sponsor’s leadership team have extensive backgrounds in forming and operating investment and real estate investment companies in the multifamily, office, industrial, retail, healthcare, and specialty sectors. Cornerstone Real Estate Investment Services is not affiliated with Carter.
Beacon Real Estate Group is a commercial real estate firm that specializes in the acquisition and management of multifamily, office and retail properties primarily in the Southeastern quadrant of the United States. The firm and its affiliates were founded in 1967 and have more than fifty years of continuous experience. They currently control over 10mm square feet of U.S. commercial real estate. Cornerstone Real Estate Investment Services has no affiliation or relationship with Beacon Real Estate LLC.
According to the website, Bluerock Value Exchange (BVEX), a subsidiary of Bluerock Real Estate, is a national sponsor of syndicated 1031-exchange offerings for over 18+ years with a focus on Premier Exchange Properties™ that seek to deliver stable cash flows and potential for value creation. Bluerock has structured 1031 exchanges on over $1.8 billion in total property value and over 10 million square feet of property. With capacity across nearly all real estate sectors and the ability to customize transactions for individual investors, BVEX is available to create programs to accommodate a wide range of tax requirements. Cornerstone Real Estate Investment Services is not affiliated with Bluerock.
CAI was founded in 2011 and headquartered in Las Vegas. According to CAI’s website, CAI is focused on providing secure, attractive investment returns through the strategic acquisition and asset management of distressed real estate based assets in strengthening U.S. Markets of stability and growth. In addition, it finances, develops and manages properties across key markets in the United States. The Sponsor and CAI are part of a family of companies with approximately 20 employees that manage the entire real estate development process. Cornerstone Real Estate Investment Services has no affiliation or relationship with CAI Investments.
Cantor is a premier global financial services firm. Founded in 1945, their diversified organization spans the globe with more than 12,500 employees in more than 150 offices. Cantor is among the largest real estate brokerage and financing companies in the world, a leading inter-dealer broker and a renowned investment bank. Over the past decade, Cantor has invested more than $2 billion in its commercial real estate business infrastructure. It’s comprehensive real estate expertise and capabilities are the result of a powerful alignment of vertically integrated affiliates providing unique insight into every phase of a real estate transaction. Cantor’s expansive real estate platform offers broad access to critical market data and research, enhanced ability for diligence and underwriting, and superior deal flow. With their global resources, capital markets knowledge, strategic investments and deep real estate infrastructure, they deliver institutional-quality alternative investments to investors. Cornerstone Real Estate Investment Services has no affiliation or relationship with Cantor Fitzgerald.
According to COREs website, CORE Realty Holdings, LLC, and its affiliates own and professionally manage over 10.6 million square feet of commercial and multi-family real estate located throughout the United States for its owners and private investors. The company and its affiliates have over 70 employees with real estate expertise in all phases of finance, development, acquisitions, asset and property management, and dispositions. We are not only major property owners of our own portfolio, but also realty advisors for investors seeking to maximize their cash-on-cash returns using experienced managers with a proven track record. CORE not only describes the quality of properties we buy, but also our business model. We acquire and manage well-located commercial properties in urban CORE markets and provide Co-Ownership of Real Estate (CORE) replacement properties for our 1031 exchange investors using the ever-popular model of Tenant-In-Common (TIC) ownership format. Cornerstone Real Estate Investment Services is not affiliated with CORE.
The Sponsor is a private equity real estate investment firm formed on March 3, 2016 and is headquartered in Virginia Beach, Virginia. According to Croatan’s website, they focus primarily on acquiring cash flowing Class-B value-add real estate. They are an active investor of multifamily rental housing in markets with high job and population growth. They focus on Class A, B, and C physical assets located in Class A locations in major and secondary markets. Investments are structured as equity, preferred equity, mezzanine debt or special situation debt. They also provide hands-on oversight to implement business plans and maximize returns for their investments over the investments respective hold periods. In addition, they facilitate and manage every phase and aspect of property renovations. This is achieved through concept, design, planning, project budgeting, management, quality control, and final delivery. Cornerstone Real Estate Investment Services has no affiliation or relationship with Croatan Investments.
ExchangeRight and its affiliates’ vertically integrated platform features more than $5.6 billion in assets under management that are diversified across over 1,200 properties and 22 million square feet throughout 47 states. ExchangeRight pursues its passion to empower people to be secure, free, and generous by providing REIT, fund, and 1031 DST portfolios that target secure capital, stable income, and strategic exits. The company strategically syndicates net-leased portfolios of assets backed primarily by investment-grade corporations that successfully operate in the necessity-based retail and healthcare industries, as well as diversified value-add portfolios of inline and outparcel retail properties shadow-anchored by strong-performing grocery tenants. Past performance is not indicative of future results. Please visit www.exchangeright.com for more information. Cornerstone Real Estate Investment Services has no affiliation or relationship with Exchange Right.
Four Springs Capital Trust (FSCT) is an internally managed real estate investment trust focused on acquiring, owning, and managing a diversified portfolio of income-producing industrial, medical, retail and office commercial real estate properties throughout the United States that are subject to long-term triple or double net leases with investment grade and other credit worthy tenants.
Four Springs TEN31 Xchange (FSXchange) is a real estate firm that provides customized tax deferred exchange solutions for real estate investors. FSXchange is a subsidiary of Four Springs Capital Trust (FSCT), a REIT that focuses on acquiring and managing a diversified portfolio of single-tenant commercial properties, including industrial/warehouse, medical/office, and retail that have long-term double or triple net leases with credit worthy tenants.
Griffin Capital Company, LLC (“Griffin Capital”) is a leading alternative investment asset manager. Founded in 1995, Griffin Capital has owned, managed, sponsored or co-sponsored approximately $17.8 billion in assets. The privately held firm is led by a seasoned team of senior executives with more than two decades of investment and real estate experience and who collectively have executed transactions valued at over $21 billion. Griffin Capital’s alternative investment solutions include three groups of complementary products: non-listed real estate investment trusts (REITs), interval funds in the company’s Institutional Access fund family and Delaware Statutory Trusts (DSTs). The firm’s investment strategies include diversified core real estate and global corporate credit securities, as well as direct real estate ownership in sector-specific portfolios focused on net leased essential office and industrial assets, clinical healthcare properties and multifamily real estate assets. These solutions include: Griffin Capital Essential Asset® REIT, Griffin Institutional Access® Credit Fund, Griffin Institutional Access® Real Estate Fund, Griffin Institutional Property Exchange DSTs. Griffin Capital Securities, LLC, Member FINRA/SIPC, is the dealer manager for non-traded programs sponsored by Griffin Capital Company, LLC and the exclusive wholesale marketing agent for the Company’s interval funds. Cornerstone Real Estate Investment Services has no affiliation or relationship with Griffin Capital.
According to its website, IDEAL Capital Group (“IDEAL”) is a private real estate investment firm focused exclusively on multifamily acquisitions. Evolved from a closely-held family company initiated over four decades ago, IDEAL and its affiliated companies have an extensive track record having developed and acquired over $1.9 billion of real estate representing over 15,000 units, presently operating over 160 partnerships on behalf of institutional investors and private equity clients alike. Cornerstone Real Estate Investment Services is not affiliated with IDEAL.
Per Inland’s website, with more than 50 years of expertise, The Inland Real Estate Group of Companies, Inc., is an industry leader and one of the nation’s largest commercial real estate and finance organizations. As a business incubator, they specialize in creating, developing and supporting Inland member companies that provide real estate-related investment funds, including limited partnerships, institutional funds and alternative public and private securities, and real estate services for both third parties and Inland member companies. The companies that are members of The Inland Real Estate Group of Companies, Inc., which is headquartered in Oak Brook, Illinois, cumulatively employ more than 1,000 people nationwide. Inland member companies have owned and managed 100’s of millions of square feet of commercial property in 49 states and have a national footprint of more than 686 properties, representing $10.6 billion in assets under management. Inland member companies often share market knowledge and experience with one another in the areas of leasing, property management, land development, commercial real estate brokerage, acquisition, commercial lending and other areas of real estate, providing a one-stop shop for clients across the country. Their organization’s proven track record shows that they are committed to providing the best in quality and value to our clients and investors. Cornerstone Real Estate Investment Services has no affiliation with Inland.
JLL Income Property Trust is an institutionally managed, daily NAV REIT that gives investors access to a growing portfolio of commercial real estate investments selected by an institutional investment management team and sponsored by one of the world’s leading real estate services firms.
Livingston Street Capital, LLC was formed in September 2016 as a joint venture between Peter Scola and Shelbourne Capital, LLC, to source, sponsor, and distribute real estate investment opportunities through the retail broker dealer channel. Livingston’s investment programs will focus on real estate utilized to provide necessity-based services and strategic-use properties. According to Livingston’s website, Livingston is led by a management company team that has collectively transacted more than $20 billion of real estate transactions throughout their careers collectively spanning more than 75 years of experience in multiple aspects of real estate and capital markets. Cornerstone Real Estate Investment Services has no affiliation with Livingston Street Capital.
Net Lease Capital is a leading investment and advisory firm in the single tenant net lease arena. The majority of our team has been with the firm for over 10 years. According to Net Lease Capital’s website, they have closed over $14 billion in net lease transactions, and have earned recognition for their expertise in strategic net lease investment and capital gains tax solutions using net lease property. Net Lease Capital is a principal that has acquired over $5.7 billion of single-tenant, investment-grade property. Cornerstone Real Estate Investment Services has no affiliation or relationship with Net Lease Capital Advisors.
According to NexPoint’s website, NexPoint is a leading alternative investment advisor. NexPoint manages a suite of products that provide access to differentiated investment opportunities. The NexPoint product suite covers a range of vehicles, including listed REITs, real estate private placements, 1031 exchanges, closed-end funds, a business development company (BDC), and interval funds. NexPoint is part of a multibillion-dollar investment platform that serves both retail and institutional investors worldwide. While NexPoint’s focus areas include real estate and alternative credit strategies, its products draw on expertise and capabilities from across the platform, which spans a range of asset classes and investment strategies. NexPoint has conducted $15 billion in gross real estate transactions and has $12.1 billion in assets under management. Cornerstone Real Estate Investment Services is not affiliated with NexPoint.
Pacific Oak was formed in 2018, as a spin-off from KBS Holdings. Pacific Oak’s founders, Keith Hall and Peter McMillan, are Co-Founders of KBS Capital Advisors and KBS Capital Markets Group, which was formed in 2005 and raised over $7 billion of capital in 13 years. During that time, KBS transaction volume exceeded $15 billion of real estate equity and debt. Peter McMillan serves as Chairman of KBS Strategic Opportunity REITs I & II. Keith Hall is CEO of KBS Strategic Opportunity REITs I & II. In addition, Keith and Peter launched KBS Keppel REIT, a Singapore-based Real Estate Investment Trust that has been publicly traded since 2017. Pacific Oak Capital Advisors, KBS Capital Advisors, and their affiliates have sponsored public non-traded REITs and separate accounts for both retail and institutional investors. The current portfolio owned and managed by these entities totals $11.28 billion. Cornerstone Real Estate Investment Services is not affiliated with Pacific Oak Capital Advisors.
Per Passco’s website, since 1998, Passco Companies, LLC has operated throughout all market conditions and cycles. The company has acquired over $5.6 billion in multifamily and commercial real estate in the United States. Since its inception, Passco Companies has become a recognized provider of investment opportunities in real estate projects. Passco’s has $3.7 billion worth of assets under management that consists of over 14,000 multifamily units. Total real estate acquisitions exceed $7.2 billion. Passco Companies is directed by a team of dedicated senior real estate professionals whose experience in the business averages 34 years, and who, collectively, have acquired over $30 billion in investment real estate projects. Cornerstone Real Estate Investment Services has no affiliation with Passco.
Starboard Realty Advisors (“Starboard”), headquartered in Irvine, California, is a privately held real estate firm. According to Starboard’s website, the principals have more than 40 years of experience in acquiring, developing, leasing, repositioning, managing, financing and disposing of investment real estate. Starboard acquires multi-tenant retail shopping centers and invests with accredited investors, family offices, and institutional partners. Starboard’s mission is to acquire primarily multi-tenant retail shopping centers in which the current rents are below market and which can be acquired at or below replacement cost. Starboard also may capitalize the acquisition and development of select service hotels. Cornerstone Real Estate Investment Services has no affiliation or relationship with Starboard.
According to its website, Francis Greenburger formed Time Equities Inc. (TEI), a New York City–based real estate management and development company, on March 7, 1966. TEI sponsors real estate investment programs primarily focused on opportunistic, income-producing commercial properties, with the potential for appreciation. Asset classes are diverse and include retail, office, multi-family, mixed use, industrial buildings and parking garages across the United States and internationally. TEI and its affiliates, including Mr. Greenburger and Robert Kantor (together the Time Equities Group), have acquired and developed more than 250 properties over its operating history and through multiple real estate cycles.TEI currently holds in its own portfolio approximately 38.9 million square feet of residential, industrial, office and retail property, including about 5,500 multi-family apartment units, and 1.4 million square feet of various property types in stages of pre-development and development. Cornerstone Real Estate Investment Services is not affiliated with Time Equities.