Investment Banking Transaction History

Our deals speak for themselves.

In the past few years, our award-winning deals have been recognized within the industry. Take a closer look at the breadth and depth of our experience by viewing details by industry, sector or transaction type.

June 2025 URIC Senior Secured Term Loan Sole Placement Agent $165,000,000

June 2025

About Urban Investment Research Corporation

Urban Investment Research Corporation (UIRC) is a full-service commercial real estate firm specializing in the asset and investment management of office, industrial, institutional, and government-leased properties.
June 2025 Franklin BSP Realty Trust Senior Unsecured Notes Sole Placement Agent $107,000,000

June 2025

About Franklin BSP Realty Trust

Franklin BSP Realty Trust, Inc. is a real estate investment trust (“REIT”) that originates, acquires and manages a diversified portfolio of commercial real estate debt secured by properties located in the United States.
May 2025 amh Senior Notes Bookrunning Manager $650,000,000

May 2025

About American Homes 4 Rent

American Homes 4 Rent is a leading large-scale integrated owner, operator, and developer of single-family rental homes.
January 2025 Sunrise Realty Trust Common Equity Offering Lead Bookrunning Manager $76,800,000

January 2025

About Sunrise Realty Trust

Sunrise Realty Trust, Inc. (Nasdaq: SUNS) is an institutional commercial real estate (“CRE”) lender providing flexible financing solutions to sponsors of CRE projects in the Southern United States.
December 2024 AMH homes Senior Notes Offering Bookrunning Manager $500,000,000

December 2024

About AMH homes

American Homes 4 Rent is a leading large-scale integrated owner, operator, and developer of single-family rental homes.
September 2024 Starwood Property Trust Senior Unsecured Notes Co-Manager $400,000,000

September 2024

About Starwood Property Trust

Starwood Property Trust, Inc., an affiliate of global private investment firm Starwood Capital Group, is a leading diversified finance company with a core focus on the real estate and infrastructure sectors. 
September 2024 Pebblebrook Hotel Trust $400,000,000 Senior Notes Offering Joint Bookrunning Manager

September 2024

About Pebblebrook Hotel Trust

Pebblebrook Hotel Trust is a publicly traded real estate investment trust (“REIT”) organized to opportunistically acquire and invest primarily in upper upscale, full-service hotels located in urban markets in major gateway cities.
May 2024 Easterly Government Properties $200m Senior Unsecured Notes Co-Agent

May 2024

About Easterly Government Properties

Easterly Government Properties, Inc. is based in Washington, D.C., and focuses primarily on the acquisition, development and management of Class A commercial properties that are leased to the U.S. Government. 
May 2024 NNN REIT $500m Senior Notes Offering Co-Manager

May 2024

About NNN REIT

NNN REIT invests primarily in high-quality retail properties subject generally to long-term, net leases. 
May 2024 Agree Realty $450m Senior Notes Offering Co-Manager

May 2024

About Agree Realty Corp

Agree Realty Corporation is a publicly traded REIT that specializes in "rethinking retail". Their focus lies in the acquisition and development of properties net leased to industry-leading, omni-channel retail tenants. 
May 2024 Park Hotels & Resorts $550m Senior Notes Offering Co-Manager

May 2024

About Park Hotels and Resorts

Park is one of the largest publicly traded lodging REIT with a diverse portfolio of market-leading hotels and resorts with significant underlying real estate value.
April 2024 CTO $36,468,340 Series A Preferred Equity Sole Bookrunning Manager

April 2024

About CTO Realty Growth

CTO Realty Growth is a 119-year-old NYSE-listed REIT that has been publicly-listed for over 50 years and has paid an annual dividend since 1976.