ABOUT

A premier private equity real estate firm with an established track record in the commercial real estate net-lease sector.

Who We Are

Recognized as a leader in the net-lease sector, ElmTree is a private equity real estate firm led by a dedicated and experienced team of investment professionals who have executed on over $18+ billion* of commercial real estate assets over their respective careers, primarily in the industrial and office sectors.

*Figure is as of 12/31/2020 and includes management transaction activity prior to ElmTree.

Our History

Slide 2013:
ElmTree develops investment strategy focused primarily on institutional quality, single tenant industrial, office and healthcare assets.
2011:
ElmTree founded in St. Louis, Missouri by James Koman.*
2003:
Inception of Equity Capital Management, predecessor fund family to ElmTree Funds
2012:
ElmTree opens its New York City office.
2011:
Complete asset disposition in Equity Capital Management to Realty Income
2015:
ElmTree opens its
Chicago, Illinois office.
Slide 2019:
ElmTree closes a recapitalization of an
approximately $900 million, 18-property
net-lease portfolio. The portfolio
consisted of over 6 million square feet
of industrial, office and healthcare
assets across 11 U.S. states.
2016:
ElmTree opens its Phoenix, Arizona office.
2020:
ElmTree opens its
Austin, Texas office.
2019:
ElmTree registers
with the SEC.
2017:
ElmTree opens its
Charlotte, North Carolina
office.
2017:
ElmTree closes a recapitalization of a
$950 million, 48-property net-lease portfolio.
The portfolio consisted of over 5.5 million
square feet of industrial, office and healthcare assets across 20 U.S. states.
2016:
ElmTree further refined its investment strategy to focus on build-to-suit properties leased to investment grade tenants in the industrial, office and healthcare sectors.

*ElmTree provides advisory services from its St. Louis, MO headquarters.

Our History

Slide 2016:
ElmTree opens its Phoenix, Arizona office.
2017:
ElmTree opens its Charlotte, North Carolina office.
2013:
ElmTree develops investment strategy focused primarily on institutional quality, single tenant industrial, office and healthcare assets.
2011:
Complete asset disposition in Equity Capital Management
to Realty Income
2003:
Inception of Equity Capital Management, predecessor fund family to ElmTree Funds
2017:
ElmTree closes a recapitalization of a $950 million, 48-property net-lease portfolio. The portfolio consisted of over 5.5 million square feet of industrial, office and healthcare assets across 20 U.S. states.
2012:
ElmTree opens its New York City office.
2016:
ElmTree further refined its investment strategy to focus on build-to-suit properties leased to investment grade tenants in the industrial, office and healthcare sectors.
2011:
Complete asset disposition in Equity Capital Management to Realty Income
2015:
ElmTree opens its Chicago, Illinois office.
2019:
ElmTree closes a recapitalization of an approximately $900 million, 18-property net-lease portfolio. The portfolio consisted of over 6 million square feet of industrial, office and healthcare assets across 11 U.S. states.
2020:
ElmTree opens its Austin, Texas office.
2019:
ElmTree registers with the SEC.
2011:
ElmTree founded in St. Louis, Missouri by James Koman.*

*ElmTree only provides advisory services from its St. Louis, MO headquarters.

Team

Our experienced professionals across the United States are ElmTree’s greatest asset.

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What We Do

We understand corporate America’s long-term approach by investing in their perpetual, mission critical assets.

ElmTree deploys a differentiated, disciplined investment process focused on build-to-suit and newly constructed assets. Our strategy is informed by years of experience in commercial real estate development, capital markets and internal asset management.

Our objective is to identify opportunities for investment in the commercial real estate net-lease sector for Fortune 500 companies with a focus on industrial and office properties. We also provide a full range of debt and equity solutions to our commercial real estate partners nationwide.

Properties*

ElmTree Funds property map

123

properties

36

States

Over 20 million

square feet of industrial product

Approximately 4 million

square feet of office and healthcare product

*As of July 1, 2021
Figure includes both realized and unrealized properties

LEARN MORE ABOUT OUR STRATEGY