ABOUT
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.
OUR
HISTORY
holder
OUR
HISTORY
2003
Inception of Equity Capital Management, predecessor fund family to ElmTree Funds
2011
ElmTree founded in St. Louis, Missouri by James Koman*
2011
Majority asset disposition in Equity Capital Management to Realty Income
2012
ElmTree opens its New York City office
2013
ElmTree develops investment strategy focused primarily on institutional quality, single tenant industrial, office and healthcare assets
2015
ElmTree opens its Chicago, Illinois 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
2016
ElmTree opens its Phoenix, Arizona office
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
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
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 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.
PROPERTIES*
STATES
SQUARE FEET OF INDUSTRIAL PRODUCT
SQUARE FEET OF OFFICE AND HEALTHCARE PRODUCT
