Who We Are
A 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.
Inception of Equity Capital Management, predecessor fund family to ElmTree Funds
ElmTree founded in St. Louis, Missouri by James Koman*
Majority asset disposition in Equity Capital Management to Realty Income
ElmTree opens its New York City office
ElmTree develops investment strategy focused primarily on institutional quality, single tenant industrial, office and healthcare assets
ElmTree opens its Chicago, Illinois office
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 opens its Phoenix, Arizona office
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
ElmTree registers with the SEC
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
ElmTree opens its Austin, Texas office
ElmTree closes two separately managed accounts to capitalize on growing demand for e-commerce assets with $1.2 billion in commitments
ElmTree U.S. Net Lease Fund IV closes oversubscribed in October 2021 with $888 million in commitments
ElmTree opens its Newport Beach,
*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.
*As of March 14, 2022. The statistics include realized properties, unrealized properties, and properties under contract, LOI, or agreement.
SQUARE FEET OF INDUSTRIAL PRODUCT
SQUARE FEET OF OFFICE AND HEALTHCARE PRODUCT