Sponsor Directory

Leitbox Storage Partners is a real estate investment firm specializing in self-storage development and acquisition, often integrating mixed-use and retail elements in primary and secondary markets. Employing a "Market Up" strategy, Leitbox customizes its approach—whether through prototype development, mixed-use projects, or retail conversions—using proprietary analytics to optimize site selection and occupancy. The company aims for efficient, cost-effective building outcomes and leverages its retail expertise via Merchants Retail Partners to identify value-add opportunities. Leitbox's unique integration of mixed-use components enhances financial performance and enables projects in high-demand areas.

Lightstone Value Plus specializes in value-added real estate investments, aiming to enhance asset value and boost investor returns.

LODA operates an automated online marketplace for buying and selling alternative and real estate investments. It functions like an exchange, trading assets such as non-traded REITs, BDCs, and private real estate investments, similar to corporate stocks.

Lodging Fund REIT, Inc. focuses on premium-branded select-service hotels in the U.S., aiming for investor income and growth via strategic acquisitions and management.

MacKenzie Capital Management is a seasoned real estate investment firm with a skilled team in real estate and securities. With over 25 years of experience, they excel in identifying undervalued investments and leveraging market opportunities. Their goal is to provide cash flow and future returns by exploiting price arbitrage. MacKenzie offers private and public funds for investors seeking diversified real estate portfolios. Contact info@mackenziecapital.com for more information.

Founded in 2009 by Ryan Hanks, Madison Capital Group is a private equity real estate firm focusing on multifamily and storage sectors. They pursue off-market opportunities, acquiring self-storage assets via Go Store It (102 properties in 17 states) and managing multifamily properties (22 in 9 states) through Madison Communities. In 2022, they launched BlueGate Boat & RV Storage and Madison 1031 Exchange. Visit their websites for more information.

Established in 1987, Man AHL is a quantitative investment leader under Man Group, focusing on systematic trading in futures and equities.

MCG specializes in alternative investments, focusing on real estate, providing structured opportunities for enhanced returns and risk management.

MCI Alternative Investment Sponsor offers diverse investment opportunities and strategic asset management for both individual and institutional investors.

MH Ventures specializes in real estate and venture capital investments, aiming to provide sustainable, long-term returns.

Mill Green specializes in real estate and private equity, aiming for sustainable, long-term investor returns.

Mobile Infrastructure Corp focuses on investments in cell towers and mobile infrastructure to support growing connectivity demands.

Moody specializes in alternative investments, focusing on real estate and niche markets, aiming to deliver diversified portfolio solutions and income.

Mountain V, a privately held exploration and production company founded in 1994 in Buckhannon, WV, focuses on oil and gas reserves in the Appalachian Basin. Co-founded by Steve and Mike Shaver, it operates in three states, managing over 2,000 wells and drilling around 600 in PA and WV. With 360+ miles of pipeline and 53 BCFE of proved reserves, Mountain V is known for reliability and invests its own funds in projects.

MPF offers tailored investment solutions in alternative assets, focusing on sustainable value for diverse investors.

MW Alternative Investment Sponsor provides tailored investment opportunities in real estate, private equity, and hedge funds.

NB Alternative Investment Sponsor provides tailored alternative investment solutions for both individual and institutional investors, focusing on unique strategies.

Necessity Alternative Investment Sponsor focuses on essential services and infrastructure investments, aiming for stable returns.

Northstar specializes in real estate funds, managing commercial, residential, and mixed-use properties.

Nuveen is a global investment firm providing a broad range of financial solutions and expertise in fixed income, equities, and alternatives, focused on long-term results.

Founded in 1995, Oaktree excels in global alternative investment management, specializing in credit strategies and offering diverse services.

Origin Investments is a real estate firm specializing in income-generating properties in fast-growing U.S. markets, focusing on multifamily and office spaces.

Pacific Oak connects capital with real estate opportunities, benefiting investors, partners, tenants, and communities. Founded in 2018 by Keith Hall and Peter McMillan, the firm manages over $2 billion in real estate. Pacific Oak Capital Advisors sponsors and manages investments, while Pacific Oak Capital Markets, a FINRA and SIPC member, offers alternative investment products to financial professionals.

Since 1998, Passco Companies, LLC, based in Irvine, CA, has been a leader in securitized real estate investments, managing $3.7 billion in assets across 50+ properties. With a team averaging 35 years of experience, Passco has acquired over $7 billion in assets and served 12,000+ investors. Recognized as a top workplace and fast-growing company, Passco supports charities nationwide, contributing over $250,000 in five years.

Preferred Capital Securities, a third-party managing broker-dealer, specializes in back-office services and distributing alternative investments to independent broker-dealers and registered investment advisors in the U.S. and Puerto Rico. Since 2011, it has raised over $3 billion in retail capital across eight offerings, providing about $1 billion in liquidity to investors.

Peachtree Group is an investment firm with a diverse portfolio in commercial real estate and other ventures. We've executed hundreds of investments, focusing on real estate acquisition, development, and lending. Currently, we manage over $2.5 billion in equity, supported by services to protect and grow our investments.

Pelham alternative investment sponsor offers tailored investment solutions focusing on unique opportunities outside traditional assets, emphasizing transparency and innovation.

Phillips Edison & Company focuses on grocery-anchored shopping centers, emphasizing community service and stable consumer traffic.

PIMCO is a premier global investment management firm specializing in fixed income, established in 1971, based in Newport Beach, CA.

Ping provides investment opportunities in real estate, private equity, and hedge funds, tailored to meet the needs of diverse investors.

Priority Alternative Investment Sponsor offers tailored investment solutions focusing on diverse alternatives for various investors.

Red Oak specializes in alternative investments, focusing on structured products that offer income and growth opportunities for diverse investors.

Resource REIT specializes in real estate investments, offering non-traded REITs aimed at providing income and growth opportunities to individual investors.

Ridgewood Energy specializes in financing oil and gas exploration and development in the Gulf of Mexico, aiming for superior investor returns.

RK Properties provides multifamily replacement properties for 1031 exchanges and capital opportunities for accredited investors. With over 45 years of experience since 1976, we excel in buying, operating, and selling properties across business cycles. Our success is driven by a value-add approach, buying power, and strong relationships. We've managed over $1.7 billion in assets, completing 145+ full-cycle programs.

Rydex specializes in alternative investment solutions, including mutual funds and ETFs with leveraged, inverse, and sector-specific strategies.

S2K distributes institutional investment programs to create investor value, attracting top institutional-product sponsors to retail. Supported by experienced senior leaders, S2K excels in institutional capital markets, retail financial-product development, and retail financial advice.

Satori Capital is a Dallas-based investment firm specializing in sustainable and responsible private equity and alternative investments.

Sealy & Company is a real estate investment firm specializing in industrial and commercial properties across key U.S. markets, focusing on strategic asset management and market research.

Sellars offers diverse investment opportunities, focusing on innovative solutions for portfolio diversification.

Sharpvue specializes in real estate and healthcare investments, providing innovative solutions aimed at delivering investor value.

Shopoff Realty Investments focuses on enhancing value in commercial properties and land through strategic repositioning and entitlement.

Silver Star Properties specializes in real estate investment, focusing on property acquisition, development, and management to deliver strong returns.

Founded in 2005, SkyBridge is an alternative investment firm specializing in hedge fund solutions and opportunistic investments.

Skyway Capital Markets, an independent FINRA member firm, specializes in wholesale distribution and evaluation of high-quality alternative investments for Independent Broker-Dealer and Registered Investment Advisor channels. We focus on non-correlated strategies with growth and income objectives, primarily through Reg. D (506)b offerings, leveraging our expertise and networks to deliver consistent, attractive returns.

Spring Hills Holdings specializes in alternative investments, focusing on real estate and strategic asset management to boost investor value and growth.

Springwood specializes in alternative investments, focusing on real estate and private equity to offer sustainable long-term returns.

Sprott Inc. specializes in precious metals and real assets, providing unique investment strategies such as physical trusts, managed equities, and mining ETFs.

Steadfast Management specializes in real estate and alternative asset investments, serving diverse investor needs.

Steelhead is an investment sponsor specializing in real estate and other sectors, offering strategies for income, growth, and capital preservation.

Global private markets firm Stepstone specializes in private equity, infrastructure, and real estate, providing customized investment solutions.

STL Resources specializes in real estate and alternative investments, providing tailored investment solutions.

At Storage Units Capital, we offer secure, well-maintained self-storage with friendly management, 7-day access, and temperature-controlled units in the southeastern USA. We also provide private self-storage real estate investments for financial professionals, exempt from registration under Regulation D, suitable for accredited investors seeking income, growth, or both.

StratCap is a global alternative investment management platform offering access to dynamic asset classes and experienced professionals for attractive risk-adjusted returns. Focused on digital economy investments, particularly digital infrastructure, sustainability, and technology sectors, StratCap aims to provide durable income and growth potential. Digital infrastructure, including cell towers and data centers, is resilient and considered the fourth utility due to its essential connectivity services. This sector benefits from inelastic demand, steady revenues, and growth opportunities driven by trends like 5G and AI.

SmartStop Self Storage REIT, Inc. is a self-managed REIT with about 500 professionals focused on expanding the SmartStop® brand. Through its subsidiary, SmartStop REIT Advisors, LLC, it sponsors other self-storage programs. As of January 4, 2024, SmartStop manages 194 properties in 22 states and Canada, totaling 137,000 units and 15.4 million square feet. More info is at investors.smartstopselfstorage.com.

Strategic Storage Trust IV, Inc., a public non-traded REIT, focuses on acquiring and managing self-storage facilities in North America.

Strategic Wireless Infrastructure Funds Management, LLC focuses on telecommunications infrastructure investment, including cell towers and fiber.

Strategos specializes in real estate and private equity, focusing on superior risk-adjusted returns.

Summit Alternative Investment Sponsor offers strategic investment opportunities in alternative assets, focusing on value creation and partnerships.

Targa focuses on real estate and private equity, aiming for superior risk-adjusted returns.

Tasty Brands is an investment sponsor targeting the food and beverage industry, focusing on growth through strategic acquisitions and management.

TCW Direct Lending specializes in direct lending to middle-market firms, offering tailored financing solutions for growth.

TEI manages a diverse real estate portfolio across multiple sectors, focusing on delivering strong investment returns through capital appreciation and income.

Templeton Alternative Investment Sponsor offers diverse alternative investment solutions with a focus on long-term growth and capital preservation.

Terra focuses on real estate investments across residential, commercial, and industrial sectors, leveraging market insights to enhance asset value.

TFG specializes in alternative investments, offering structured finance solutions across multiple asset classes to deliver security and growth.

The True Life Companies (TTLC) is a private real estate firm that creates affordable housing by converting under-utilized commercial, industrial, or retail properties into residential sites. With a team of experienced professionals, TTLC secures government approvals for these transformations. They focus on high-demand metro areas with housing shortages, owning over 40 properties in California, Texas, and Colorado.

TIAA-CREF is a premier financial services provider, specializing in retirement and investment services for academia and government, with a focus on mutual funds, annuities, and insurance.

Real estate firm Timberland Partners focuses on multifamily properties, enhancing value and ensuring excellent returns since 1992.

Founded in 1978, Tri-Land is a Chicago-based firm specializing in redeveloping underperforming grocery-anchored retail centers. Their strategy focuses on necessity-based assets in major Midwest, Mid-Atlantic, and Southeast markets. With a vertically-integrated platform, Tri-Land leverages its expertise and industry relationships to reposition outdated centers, completing over $700 million in projects.

TriLinc Global invests in SMEs in developing economies, providing growth-stage loans and trade finance to sectors like agriculture and manufacturing to foster economic development.

Triton Pacific, founded in 2001, is a private equity firm providing investment programs for institutional and high net worth investors. It invests in established small to mid-size companies across various sectors, including quick service restaurants, focusing on those with strong fundamentals.

The True Life Companies (TTLC) is a private real estate firm that creates affordable housing by converting under-utilized commercial, industrial, or retail properties into residential sites. With a team of experienced professionals, TTLC secures government approvals for these transformations. They focus on high-demand metro areas with housing shortages, owning over 40 properties in California, Texas, and Colorado.

Founded in 1980, U.S. Energy Development Corporation is a private E&P firm managing assets for itself and partners. Over 40 years, it has combined operational and financial innovation with a forward-looking approach, investing in, operating, and drilling around 4,000 wells across 13 states and Canada, deploying over $2 billion for its partners.

Ultimus Fund Solutions is a leading independent provider of fund administration, accounting, and investor services, supporting registered and private funds, managed accounts, and public plans. We offer customized solutions for pensions, endowments, and large institutions. Serving 450+ firms and over $400 billion in assets, we cater to various investment structures, including mutual funds, ETFs, and hedge funds. Visit our website or email us for more information.

UMB offers tailored services for institutional customers through a cohesive Institutional Banking unit. Our specialized teams create solutions to meet your business needs. Key services include Corporate Trust and Escrow Services, Institutional Custody Services, and Fund Services. We provide expert trust management, asset safeguarding, and fund administration. Learn more at UMB.com/CorporateTrust, UMB.com/InstitutionalCustody, and UMB.com/FundServices.

United Development Funding offers capital for residential real estate development, aiming to provide income and growth opportunities to investors.

Urban Catalyst Funds (UCF) offers advisors tax mitigation strategies to attract high net worth clients. The platform provides solutions for capital gains, 1031 exchanges, and IRA to Roth IRA conversions. UCF funds are structured as Reg D 506(c), enabling advisors to discuss these options with accredited investors without a pre-existing relationship.

USEDC specializes in diversified investments in real estate and more, focusing on strategic, balanced risk-reward solutions.

VII Peaks Co-Optivist Income BDC II, Inc. focuses on income investments, employing a co-optivist strategy to unlock value.

Founded in 2019, Vint is a fine wine and rare spirits asset manager offering investment-grade financial products. Vint provides tax-advantaged options for investors seeking exposure to fine wine and rare spirits. As an active manager, Vint uses data to capitalize on mispriced assets, aiming to enhance investment performance.

Virtus Investment Partners offers specialized investment management services for both individual and institutional clients.

Walton Global, founded in 1979, is a land manager and real estate investment firm managing $3.4 billion in assets. It offers alternative investment solutions focused on supplying U.S. home builders with land to meet high demand, aiming for capital preservation and growth with tax deferment. Despite market volatility, U.S. home demand remains high due to a shortage and new household formations. Walton has distributed over $2.3 billion to investors.

Water Street is a healthcare-focused alternative investment firm dedicated to building market-leading companies.

Waveland Resource Partners specializes in energy investments, focusing on oil and natural gas development and production.

Established in 1971, Western Asset is a premier global asset management firm specializing in fixed income strategies, serving a diverse institutional clientele.

Westland Distributing Partners specializes in diverse investment opportunities with a focus on transparency and risk management.

Wilshire is an investment sponsor offering innovative strategies for both institutional and individual investors, focusing on superior risk-adjusted returns.