PMRealty Advisors Inc.
800 Newport Center Drive, Suite 300, Newport Beach, Calif. 92660; phone: (714) 721-5000; fax: (714) 721-5089
($ millions)
Tax-exempt real estate assets1,031
Equity1,014
Mortgages17
Fully discretionary accounts939
Existing properties100%
Commingled or pooled funds
Equity262
Direct, separate accounts
Equity752
Mortgages17
Total real estate assets1,073
Equity1,056
Mortgages17
James G. McWalters is chief investment officer.
Laura R. Gaylord is client contact.
The Principal Financial
Group
711 High St., Des Moines, Iowa 50392-2010; phone: (515) 247-5111; fax: (515) 248-8090
($ millions)
Tax-exempt real estate assets2,129
Equity290
Mortgages1,839
Fully discretionary accounts495
Existing properties100%
Commingled or pooled funds
Equity290
Mortgages495
Direct, separate accounts
Mortgages1,344
Total real estate assets19,000
Equity4,800
Mortgages14,200
Ron Keller is chief investment officer.
Frank Schmitz and Dan Schulte are client contacts.
Prudential Private Asset
Management Group
-- Real Estate
8 Campus Drive, Parsippany, N.J. 07054; phone: (201) 734-1300; fax: (201) 683-1790
($ millions)
Tax-exempt real estate assets7,089
Equity6,092
Mortgages997
Fully discretionary accounts5,307
Existing properties98%
Developmental properties2%
Commingled or pooled funds
Equity4,442
Mortgages198
Direct, separate accounts
Equity1,604
Mortgages174
Co-investments
Equity46
Mortgages625
Total real estate assets7,215
Equity6,218
Mortgages997
Les Horsager is chief investment officer.
Kevin Myers is client contact.
The RREEF Funds
650 California St., Suite 1800, San Francisco, Calif. 94108; phone: (415) 781-3300; fax: (415) 986-6248
($ millions)
Tax-exempt real estate assets6,499
Equity6,100
REITs399
Fully discretionary accounts4,073
Existing properties95%
Developmental properties5%
Commingled or pooled funds
Equity2,302
REITs5
Direct, separate accounts
Equity3,467
REITs394
Co-investments
Equity331
Total real estate assets6,878
Equity6,479
REITs399
Donald A. King is chief investment officer.
Stephen M. Steppe is client contact.
Schroder Real Estate
Associates
437 Madison Ave., New York, N.Y. 10022; phone: (212) 940-3600; fax: (212) 644-2790
($ millions)
Tax-exempt real estate assets892
Equity892
Fully discretionary accounts571
Existing properties100%
Commingled or pooled funds
Equity570
Direct, separate accounts
Equity247
Co-investments
Equity75
Total real estate assets892
Equity892
Norman L. Peck is chief investment officer.
Glen R. Sergeon is client contact.
Sentinel Real Estate Corp.
666 Fifth Ave., New York, N.Y. 10103; phone: (212) 408-2900; fax: (212) 603-4960
($ millions)
Tax-exempt real estate assets2,247
Equity2,204
Mortgages43
Fully discretionary accounts1,558
Existing properties99%
Developmental properties1%
Commingled or pooled funds
Equity931
Mortgages34
Direct, separate accounts
Equity1,273
Mortgages9
Total real estate assets2,668
Equity2,619
Mortgages49
John Streicker is chief investment officer.
David Weiner is client contact.
UBS Resource Investments
International
24 Airport Road, West Lebanon, N.H. 03782; phone: (603) 298-7001; fax: (603) 298-7620
($ millions)
Tax-exempt real estate assets1,000
Equity1,000
Fully discretionary accounts1,000
Existing properties100%
Commingled or pooled funds
Equity1,000
Total real estate assets1,000
Equity1,000
Eric Oddleifson is chief investment officer.
Christopher J. Broom is client contact.
The Union Labor Life
Insurance Co.
111 Massachusetts Ave. N.W., Washington, D.C. 20001; phone: (202) 682-6693; fax: (202) 962-8430
($ millions)
Tax-exempt real estate assets752
Mortgages752
Fully discretionary accounts752
Existing properties100%
Commingled or pooled funds
Mortgages752
Total real estate assets752
Mortgages752
Michael R. Steed is chief investment officer.
Ray Linares is client contact.
Urdang & Associates Real
Estate Advisors Inc.
630 W. Germantown Pike, Suite 321, Plymouth Meeting, Pa. 19462; (610) 834-9500; (610) 834-9505
($ millions)
Tax-exempt real estate assets458
Equity243
REITs12
Hybrid-debt187
Mortgages16
Fully discretionary accounts458
Existing properties96%
Developmental properties4%
Direct, separate accounts
Equity151
REITs12
Hybrid-debt131
Mortgages16
Co-investments
Equity92
Hybrid-debt56
Total real estate assets463
Equity245
REITs12
Hybrid-debt190
Mortgages16
E. Scott Urdang is chief investment officer and client contact.
Westmark Realty Advisors
865 S. Figueroa St., Suite 3500, Los Angeles, Calif. 90017-2543; phone: (213) 683-4200; fax: (213) 683-4201
($ millions)
Tax-exempt real estate assets3,614
Equity3,020
Hybrid-debt349
Mortgages245
Fully discretionary accounts1,801
Existing properties95.9%
Developmental properties4.1%
Commingled or pooled funds
Equity1,113
Hybrid-debt284
Mortgages245
Direct, separate accounts
Equity1,589
Hybrid-debt65
Co-investments
Equity318
Total real estate assets3,614
Equity3,020
Hybrid-debt349
Mortgages245
Richard C. Clotfelter is chief investment officer.
Victor R. Moore is client contact.
The Yarmouth Group
10 E. 50th St., New York, N.Y. 10022; phone: (212) 355-4810; fax: (212) 593-5186
($ millions)
Tax-exempt real estate assets3,015
Equity3,015
Fully discretionary accounts2,491
Commingled or pooled funds
Equity1,500
Direct, separate accounts
Equity1,515
Total real estate assets5,635
Equity5,635
Christopher Budden is chief investment officer.
Andrew Wood is client contact.
