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

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.