ABOUT

Who We Are

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

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 $20+ billion* of commercial real estate assets over their respective careers, primarily in the industrial and office sectors.

*This figure includes management transaction activity prior to ElmTree as of March 14, 2022.

OUR
HISTORY

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OUR
HISTORY

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2003

Inception of Equity Capital Management, predecessor fund family to ElmTree Funds

2011

ElmTree founded in St. Louis, Missouri by James Koman*

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2011

Majority asset disposition in Equity Capital Management to Realty Income

2012

ElmTree opens its New York City office

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2013

ElmTree develops investment strategy focused primarily on institutional quality, single tenant industrial, office and healthcare assets

2015

ElmTree opens its Chicago, Illinois office

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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

2016

ElmTree opens its Phoenix, Arizona office

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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

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2019

ElmTree registers with the SEC

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

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2020

ElmTree opens its Austin, Texas office

2021

ElmTree closes two separately managed accounts to capitalize on growing demand for e-commerce assets with $1.2 billion in commitments

2021 ElmTree News
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2021 ElmTree News
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2021

ElmTree U.S. Net Lease Fund IV closes oversubscribed in October 2021 with $888 million in commitments

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

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*

*As of March 14, 2022. The statistics include realized properties, unrealized properties, and properties under contract, LOI, or agreement.

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PROPERTIES*

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STATES

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SQUARE FEET OF INDUSTRIAL PRODUCT

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SQUARE FEET OF OFFICE AND HEALTHCARE PRODUCT