As industry advisors and partners, we maintain senior-level relationships with the top private equity real estate firms, real estate-focused family offices and hedge funds, allowing us to bring unrivaled access and information to our client partners.


 

Our Services

PTB provides advisory services to real estate sponsors & developers related to:

  • Joint Ventures - Structure joint ventures and other strategic partnerships (e.g., co-GPs, SMAs) with our network of 300+ institutional investors, including private equity real estate firms, hedge funds and family offices.

  • Gap Financing - Structure gap financing strategies that help sponsors & developers capitalize projects in challenging equity financing environments.

  • M&A - Provide M&A advisory services to real estate and proptech operating companies along with strategic advisory on roll-up and consolidation strategies

To optimize results, our principals advise on the strategy, handle direct outreach and manage the end-to-end process with every client.


 

Our Competitive Advantages

PTB’s boutique model and focus provide the following advantages to our clients:

  • Singular Focus - By focusing primarily on joint ventures for specialized real estate strategies and proptech, we are able to maximize distribution and creativity for every deal.

  • Institutional Network - We bring a personal network of 300+ institutional investors across global, mid-market and niche private equity real estate groups, as well as hedge funds, RIAs and family offices.

  • Operator Mentality - As principals we’ve led global real estate private equity funds investing across all real estate asset classes, development and operating real estate companies and have founded OpCo-PropCos and real estate technology companies.

  • Senior-Level Execution - Senior leadership leads the strategy, handles direct outreach and manages the end-to-end process with every client.