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Strategic Property Advisers, Inc.
 
 
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ABOUT STRATEGIC PROPERTY ADVISERS, INC. (“SPA”)

CLIENTS

SPA serves as an investment manager or investment consultant for various institutional clients (including 21 Taft-Hartley and Union related plans) representing aggregate portfolios in excess of $3 billion of assets.  SPA is ranked annually in Pensions & Investments among the 100 largest Real Estate Investment Advisers in the United States.  SPA offers a full range of investment management and consulting services as a QPAM – Qualified Professional Asset Manager.  Specifically, as a QPAM, SPA has received client allocations for real estate equity, fixed income, and mortgage backed fixed income investments for both separate account investments and investments in commingled funds.  In addition, SPA has received client allocations for infrastructure commingled funds and separate account index funds. 

SEC REGISTRATION AND E&O COVERAGE

Since 1987, SPA has been a Registered Investment Adviser with the SEC. SPA also qualifies as a QPAM. SPA carries $5 million of E&O coverage.

LITIGATION

Neither SPA nor its shareholders has ever been involved in any litigation, arbitration, mediation or other legal proceedings, government investigation or regulatory proceedings in relation to its real estate investment management services.

INFRASTRUCTURE FUNDS

In 2006 SPA’s President served on the six member steering committee of the National Construction Alliance (i.e., Operating Engineers, Laborers, and Carpenters) exploring and analyzing both the economic feasibility and job security aspects of Taft-Hartley Funds’ investing in private infrastructure funds then being offered to institutional investors.  SPA is now the largest QPAM/investment advisory firm serving as a fiduciary for Taft-Hartley Funds investments in private infrastructure funds.

INDEX FUNDS

In 2009, in response to a growing demand by Taft-Hartley Funds to convert actively managed accounts to a passive index strategy, SPA began to serve as an investment manager for Taft-Hartley Funds which sought to hold their core investment assets in separate account index funds.  As of December 31, 2010, SPA had over $2 billion under management invested in separate account index funds.  In light of Taft‑Hartley Funds’ growing disillusionment with active manager returns compared to index returns, SPA anticipates that the separate account segment of its business will expand significantly in coming years. 

COMMINGLED REAL ESTATE FUNDS

SPA’s President, Peter Aylward, currently serves on the advisory boards for the following five commingled real estate funds, in which SPA clients have invested:

  • U.S. REIF, a nationwide commingled real estate equity fund sponsored by Intercontinental Real Estate Corp. based in Boston, Massachusetts.
  • BSF TSC, LP, a real estate equity fund with targeted investments in the southern states, sponsored by Trade Street Capital based in Aventura, Florida.
  • Related UBC Opportunity Fund, a nationwide construction/distressed loan commingled fund sponsored by Related Companies based in New York, New York.
  • Gerding Edlen Green Cities, I, a commingled real estate fund concentrating on retrofitting and developing sustainable green real estate projects on the West Coast, sponsored by Gerding Edlen Development, Inc. based in Portland, Oregon.
  • ProLoan Builders Fund, Inc., a Midwestern mortgage and FHA lender based in St. Louis, Missouri.

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