Investment Management Services
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Investment Management Services
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Delivering SolutionsTo Complex Real EstateC h a l l e n g e s
Serving Many Markets.Eagle Realty Gro u p ’s Inve s t m e n t
Management Division provides real estate
management services to institutional
i nve s t o r s ,c o r p o r a t i o n s ,d eve l o p e r s ,a n d
private inve s t o r s .
Our Services Encompass:• C reation and Management of New Equity
and Debt Po rt folios for Separate A c c o u n t s
• C o - I nvestment Funds
• Equity and Debt Po rt folio Ta ke ove r s
• Consulting and A d v i s o ry Serv i c e s
Specialized Disciplines.With a proven track re c o rd that spans
m o re than 15 years and all pro p e rty types in
mu l t i p l e, d i verse marke t s , our expert i s e
c overs a wide range of specialized
d i s c i p l i n e s .
• A c q u i s i t i o n s ,N ew Deve l o p m e n t s , Joint
Ve n t u re s
• Asset Management
• R e n ov a t i o n
• P roject and Acquisitions Financing
• D i s p o s i t i o n s
• M o rtgage Loan Origination and Serv i c i n g
• Financial Management
• Construction Management
We curre n t ly provide real estate
i nvestment management services to an
e x t e n s i ve port folio of office, re t a i l ,i n d u s t r i a l ,
hotel and ap a rtment pro p e rties with
activities concentrated primarily in the
M i d we s t , Southeast and Southwe s t .
CORPORATE OVERVIEW
Eagle Realty Group is a
full-service commercial real estate
services and investment firm based in
Cincinnati, Ohio. Established in 1972,
Eagle Realty Group offers a
comprehensive range of services
covering three core real estate areas.
Investment Management.
Offering real estate investment
management and asset management
services.
Residential Property Management.
Serving apartment and condominium
communities.
NAI Eagle.
Providing brokerage services and
commercial property management.
Eagle Realty Group isheadquartered in the historicGuilford Building,which is locatedin downtown Cincinnati.
Value of Debt and Equity Assets Under Management
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Meeting Your Objectives...Our Top Priority
Professional Experience.Eagle Realty Gro u p ’s Inve s t m e n t
Management Division consists of seasoned
p ro fessionals with extensive experience in
their re s p e c t i ve disciplines and an unwave r i n g
commitment to our corporate mission:
To achieve superior results
for all customers by providing
outstanding real e s t a t es e rv i c e s
t h a tf u l f i l lt h e i rs p e c i f i cn e e d s .
Innovative Solutions.In today ’s challenging real estate
e nv i ro n m e n t , we offer clients innov a t i ve
solutions to fulfill their investment objective s
and effectively manage risks. We are
dedicated to helping our clients identify
u n d e r s e rved market niches and capitalize on
emerging trends.By keeping abreast of
conditions in the marketplace through our
relationships with ow n e r s ,l e n d e r s ,d eve l o p e r s ,
brokers and corespondents, we are well-
positioned to penetrate markets and cap i t a l i z e
on exclusive opportunities for our clients.
A Higher Level of Service.We measure our success by our ability to
p rovide a higher level of service and re t u r n s
to a select number of clients. Our dedicated
p ro fessionals embrace the philosophy
“ w h a t ever it takes to get the job done.”
Our clients benefit from our Midwe s t
location through lower inherent ove r h e a d ,
competitive fee structures and central access
to major real estate marke t s . In addition to
our new acquisitions, d evelopments and
m o rtgage inve s t m e n t s , we have demonstrated
a long history of success in exceeding
clients’ expectations for take over port fo l i o s
of troubled real estate assets.
Geographic Markets Served by Eagle Realty Group
Through a mortgage loan co-investment program
developed by Eagle Realty Group, we have been
able to invest in highly desirable projects that
would have otherwise been closed to us. In
addition, Eagle Realty Group has been responsive
to our reporting and documentation needs, and
exceptionally proficient in administering the
program. As a result,we have experienced
favorable returns and minimum risk – an
unbeatable combination.
Lisa H. Fe r re l l i , Senior Vice Pre s i d e n t
Bank of America
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Financial Strength Opportunities Abound.
A financially - s e c u re organization, Eagle Realty
G roup is a member of the We s t e r n - S o u t h e r n
E n t e r p r i s e, a family of financial serv i c e s
c o m p a n i e s . B a c ked by our parent company –
which has more than a 110-year history of
e xe m p l a ry perfo r m a n c e, assets totaling over
$25 billion, and a top AAA rating by Standard
& Po o r ’s – we are affo rded exceptional
o p p o rtunities and networking re s o u rc e s .
Client SatisfactionOur Reputation Depends On It
Meeting Mutually- E s t a b l i s h e dO b j e c t i v e s .
O ver the ye a r s , we have assisted our select
clients in reaching their mu t u a l ly - e s t a b l i s h e d
o b j e c t i ve s .After all, it is not just their bottom
line on the line, it is our re p u t a t i o n , t o o.
Professional Af f i l i a t i o n sNetworking to Success.
Eagle Realty Group is a dedicated and active
p a rticipant in an arr ay of real estate
organizations which shape the industry, i n c l u d i n g :
• Association for Investment Management
R e s e a rch (AIMR)
• Association of REALTO R S® – National, Ohio
and Cincinnati
• Building Owners and Managers Association
( B O M A )
• C o m munity Owners Institute (CA I )
• Construction Owners Association (COA )
• International Council of Shopping Centers
( I C S C )
• Institute for International Research (IRR)
• Institute of Real Estate Management (IREM)
• International Facility Management Association
( I F M A )
• M o rtgage Bankers Association of America
( M BA )
• National Association of Corporate Real Estate
E xe c u t i ves (NAC O R E )
• National Association of Industrial and Office
P ro p e rties (NAIOP)
• National Association of Real Estate Investment
Trusts (NAREIT)
• National Council of Real Estate Fuduciaries
( N AC R E I F )
• N ew America International (NAI)
• Ohio Mortgage Bankers Association (OMBA )
• Urban Land Institute (ULI)
Our relationship with Eagle
Realty Group started over ten
years ago, prior to AMLI’s
acquisition of Trammell Crow
Residential Midwest. Eagle
Realty Group has provided
innovative joint-venture equity
for many of our multi-family
residential developments that
has enabled AMLI to achieve
earnings growth and asset
growth for our shareholders.
Given Eagle Realty Group’s
long-term view to investment
m a n a g e m e n t ,AMLI has enjoye d
a close strategic alignment of
investment interests and
philosophy with Eagle’s inv e s t o rs.
Allan J. S w e e t ,
P resident and
Chief Executive Officer
AMLI Residential
Eagle Realty Group engineered a long-term investment prog ram with our company that has enabled us to
respond in a timely manner to capture exceptional hotel development opportunities with competitive costs of
c a p i t a l . Toge t h e r, over the past fifteen ye a rs,we have implemented ten new hotel developments within fi v e
d i f fe rent investment markets which have appreciated substantially.
J . Erik Kamfjord ,P re s i d e n t ,W i n e ga rdner & Hammons, I n c.
421 East Fourth Street
Cincinnati, Ohio 45202
513-361-7700 • Fax: 513-361-770 1
E-mail: [email protected]
w w w. E a g l e R e a l t y G r o u p . c o m©2000 Eagle Realty Group LLCA Western-Southern Company 1821-0100