INVESCO Realty Advisors
5400 LBJ Freeway, Suite 700,
Dallas, TX 75240; phone: (972) 715-7400; fax: (972) 715-7474; www.invesco.com
($ millions)
Tax-exempt real estate assets 4,165
Equity 3,387
REITs 691
Mortgages 87
Fully discretionary assets 3,318
Tax-exempt equity assets: 3,387
Market value 2,719
Contributions committed but not received 668
Commingled or pooled funds
REITs 108
Direct, separate accounts
Equity 3,160
REITs 583
Mortgages 87
Co-investments
Equity 227
Property mix:
Existing 96.7%
Developmental 3.3%
Property type:
Industrial 21.4%
Multifamily housing 36.6%
Office/commercial 25.0%
Retail 17.0%
Geographic mix:
West 28.0%
Midwest 14.4%
East 15.1%
South 42.5%
Total real estate assets 4,546
Equity 3,505
REITs 954
Mortgages 87
Parent company: AMVESCAP PLC
Chief investment officer: Scott Dennis
Client contact: Max Swango
Kennedy Associates Real
Estate Counsel Inc.
1215 Fourth Ave., 2400 Financial Center; Seattle, WA 98161; phone: (206) 623-4739; fax: (206) 682-4769; www.kennedyusa.com
($ millions)
Tax-exempt real estate assets 3,151
Equity 2,982
Hybrid debt 32
Mortgages 137
Fully discretionary assets 2,424
Tax-exempt equity assets: 2,982
Market value 2,893
Contributions committed but not received 89
Commingled or pooled funds
Equity 2,172
Mortgages 44
Direct, separate accounts
Equity 810
Hybrid debt 32
Mortgages 93
Property mix:
Existing 59%
Developmental 41%
Property type:
Hotel/resort 1%
Industrial 32%
Multifamily housing 6%
Office/commercial 53%
Retail 8%
Geographic mix:
West 41%
Midwest 23%
East 18%
South 18%
Total real estate assets 3,151
Equity 2,982
Hybrid debt 32
Mortgages 137
Chief investment officer: Jim C. Snyder
Client contact: Ronald D. Roberts
Koll Bren Realty Advisors
4343 Von Karman Ave., Newport Beach, CA 92660; phone: (949) 833-1773; fax: (949) 252-0243
($ millions)
Tax-exempt real estate assets 1,755
Equity 1,658
Mortgages 21
Commercial mortgage-backeds 76
Fully discretionary assets 1,100
Tax-exempt equity assets: 1,658
Market value 1,658
Commingled or pooled funds
Equity 734
Mortgages 10
Direct, separate accounts
Equity 924
Mortgages 11
Commercial mortgage-backeds 76
Property mix:
Existing 96%
Developmental 4%
Property type:
Industrial 4.4%
Multifamily housing 0.8%
Office/commercial 82.2%
Retail 10.3%
Land 2.3%
Geographic mix:
West 30%
Midwest 22%
East 16%
South 32%
Total real estate assets 1,755
Equity 1,658
Mortgages 21
Commercial mortgage-backeds 76
Chief investment officers/client contacts: Charles J. Schreiber Jr. and David J. Zak
L&B Realty Advisors Inc.
8750 N. Central Expressway, Suite 800, Dallas, TX 75231; phone: (214) 989-0800; fax: (214) 989-0700; www.lbrealty.com
($ millions)
Tax-exempt real estate assets 2,703
Equity 2,639
Hybrid debt 46
Mortgages 18
Fully discretionary assets 1,428
Tax-exempt equity assets: 2,639
Market value 2,491
Contributions received but not invested 148
Commingled or pooled funds
Equity 923
Direct, separate accounts
Equity 1,072
Mortgages 18
Co-investments
Equity 644
Hybrid debt 46
Property mix:
Existing 100%
Property type:
Industrial 4.8%
Multifamily housing 16.7%
Office/commercial 34.3%
Retail 44.2%
Geographic mix:
West 16.7%
Midwest 4.9%
East 51.4%
South 27.0%
Total real estate assets 2,703
Equity 2,639
Hybrid debt 46
Mortgages 18
Parent company: United Asset Management
Chief investment officer: Daniel L. Plumlee
Client contact: Victoria W. Grissom
LaSalle Investment
Management Inc.
200 E. Randolph, Chicago, IL 60601; phone: (312) 782-5800; fax: (312) 782-4339; www.joneslanglasalle.com
($ millions)
Tax-exempt real estate assets 5,578
Equity 3,010
REITs 2,324
Mortgages 244
Fully discretionary assets 3,581
Tax-exempt equity assets: 3,010
Market value 3,010
Commingled or pooled funds
Equity 301
Direct, separate accounts
Equity 2,709
REITs 2,324
Mortgages 244
Property mix:
Existing 100%
Property type:
Hotel/resort 5%
Industrial 18%
Multifamily housing 3%
Office/commercial 45%
Retail 26%
Single-family housing 1%
Parking garage 2%
Geographic mix:
West 25%
Midwest 14%
East 34%
South 27%
Total real estate assets 19,392
Equity 15,330
REITs 3,413
Mortgages 649
Parent company: Jones Lang LaSalle Inc.
Client contact: Stephen A. Smith
