AFL-CIO Building
Investment Trust
1717 K St. N.W., Suite 707, Washington, D.C. 20006; phone: (202) 331-8055; fax: (202) 331-8190
($ millions)
Tax-exempt real estate assets395
Equity159
Hybrid-debt107
Mortgages129
Fully discretionary accounts395
Commingled or pooled funds
Equity159
Hybrid-debt107
Mortgages129
Total real estate assets395
Equity159
Hybrid-debt107
Mortgages129
John Black is chief investment officer.
Michael M. Arnold is client contact.
AFL-CIO Housing
Investment Trust
1717 K St. N.W., Suite 707, Washington, D.C. 20006; phone: (202) 331-8055; fax: (202) 331-8190
($ millions)
Tax-exempt real estate assets1,262
Mortgages1,262
Fully discretionary accounts1,262
Existing properties20%
Developmental properties80%
ommingled or pooled funds
Mortgages1,262
Total real estate assets1,262
Mortgages1,262
William C. Tutt is chief investment officer.
Mike Arnold is client contact.
Aldrich Eastman Waltch
225 Franklin St., Boston, Mass. 02110; phone: (617) 261-9000; fax: (617) 261-9555
($ millions)
Tax-exempt real estate assets5,037
Equity2,882
REITs277
Hybrid-debt482
Mortgages1,396
Fully discretionary accounts3,950
Commercial MBS326
Existing properties95%
Developmental properties5%
Commingled or pooled funds
Equity1,323
REITs158
Hybrid-debt94
Direct, separate accounts
Equity1,451
REITs119
Hybrid-debt388
Mortgages1,347
Co-Investments
Equity108
Mortgages49
Total real estate assets5,234
Equity2,954
REITs338
Hybrid-debt482
Mortgages1,460
Marvin M. Franklin is chief investment officer.
Steven D. Corkin is client contact.
Allegis Realty Investors
242 Trumbull St., Hartford, Conn. 06103-1205; phone: (860) 275-3080; fax: (860) 275-4225
($ millions)
Tax-exempt real estate assets3,576
Equity3,549
Mortgages27
Fully discretionary accounts3,316
Existing properties99%
Developmental properties1%
Commingled or pooled funds
Equity2,954
Direct, separate accounts
Equity595
Mortgages27
Total real estate assets3,659
Equity3,632
Mortgages27
James W. O'Keefe is chief investment officer.
Thomas J. Anathan is client contact.
AMB Institutional Realty
Advisors Inc.
505 Montgomery St., San Francisco, Calif. 94111; phone: (415) 394-9000; fax: (415) 394-9001
($ millions)
Tax-exempt real estate assets2,009
Equity2,009
Fully discretionary accounts1,525
Existing properties100%
Commingled or pooled funds
Equity638
Direct, separate accounts
Equity1,371
Total real estate assets2,408
Equity2,408
Hamid R. Maghadam is chief investment officer.
Jean C. Hurley is client contact.
700 N. Brand, Suite 300, Glendale, Calif. 91203; phone: (818) 545-1152; fax: (818) 845-3762
($ millions)
Tax-exempt real estate assets718
Equity347
Hybrid debt32
Mortgages339
Fully discretionary accounts689
Existing properties100%
Total real estate assets718
Equity347
Hybrid debt32
Mortgages339
Stanley L. Iezman is chief investment officer and client contact.
Amresco Advisors Inc.
265 Franklin St., 18th Floor, Boston, Mass. 02110; phone: (617) 526-8800; fax: (617) 526-8810
($ millions)
Tax-exempt real estate assets426
Equity356
Mortgages70
Fully discretionary accounts213
Commingled or pooled funds
Equity133
Direct, separate accounts
Equity223
Mortgages70
Total real estate assets638
Equity568
Mortgages70
John Baczewski is client contact.
The Balcor Co.
2355 Waukegan Rd., Bannockburn, Ill. 60015; phone: (847) 317-4393; fax: (847) 317-4452
($ millions)
Tax-exempt real estate assets954
Equity912
Hybrid-debt42
Fully discretionary accounts954
Existing properties100%
Commingled or pooled funds
Equity912
Hybrid-debt42
Total real estate assets2,643
Equity2,601
Hybrid-debt42
Thomas E. Meador is chief investment officer.
John Powell is client contact.
Cabot Partners L.P.
2 Center Plaza, Boston, Mass. 02108; phone: (617) 723-0900; fax: (617) 722-8237
($ millions)
Tax-exempt real estate assets982
Equity982
Fully discretionary accounts367
Existing properties100%
Direct, separate accounts
Equity704
Co-investments
Equity279
Total real estate assets1,061
Equity1,061
Ferdinand Colloredo-Mansfeld is chief investment officer.
John F. Malloy and Peter F. Tague are client contacts.
W.P. Carey & Co. Inc.
50 Rockefeller Plaza, New York, N.Y. 10020; phone: (212) 492-1100; fax: (212) 977-3022
($ millions)
Tax-exempt real estate assets1,230
Equity831
REITs399
Fully discretionary accounts1,230
Commingled or pooled funds
Equity331
REITs399
Direct, separate accounts
Equity500
Total real estate assets1,895
Equity1,205
REITs690
Barclay G. Jones is chief investment officer.
Susan J. Barlow and Edward V. LaPuma are client contacts.
CIGNA Investment
Management Real Estate
South Building S-314, Hartford, Conn. 06152-2314; phone: (860) 726-4729; fax: (860) 726-6110
($ millions)
Tax-exempt real estate assets3,296
Equity2,661
Hybrid-debt435
Mortgages200
Fully discretionary accounts3,296
Existing properties93%
Developmental properties7%
Commingled or pooled funds
Equity2,591
Hybrid-debt435
Direct, separate accounts
Equity70
Co-investments
Mortgages200
Total real estate assets15,346
