Roseview works with owner-operators of real estate investment, development and management firms to help them:

 

• Identify their options for the capitalization or recapitalization of their assets and businesses,

• Select the course of action that best balances considerations of risk and expected return, and

• Execute the chosen strategy in the capital markets.

 

Our work covers a wide range of property types and transaction types, including:

 

• Restructuring existing debt obligations (loan workouts)

• Formation of programmatic equity joint ventures

• Formation of discretionary (“blind pool”) equity funds

 

Our minimum transaction size is $25 million, with $50-100 million typical.

 

Representative transactions include:

 

• $150 million in equity raised from public and private pension funds to capitalize a “blind-pool” fund for a Roseview client to invest in acquisitions of single-tenant, net-leased properties across the U.S. This was our client’s first ever discretionary fund.

• $150 million in equity raised in two transactions from an overseas institutional investor to fund the acquisition of one portfolio of senior housing properties and recapitalization of another.

• $300 million senior and mezzanine debt facility raised from a single lender – a publicly-traded specialty finance company – to fund the acquisition and development of master-planned residential communities.

 

* All transactions are executed through our registered broker-dealer subsidiary, Roseview Securities (Member: FINRA).