Consulting
Osage offers end-to-end consulting services for real estate focused alternative investment products, specializing in complex structures and transactions.
NAV REITs
- Early entrant into the NAV REIT space
- Osage principals helped lead the conversion of Dividend Capital Diversified Property Fund (“DPF”) from a fixed-price lifecycle REIT into one of the first perpetual life NAV REITs
- Osage principal Kirk Scott served as CFO of DPF for nearly a decade
- Osage specializes in NAV REIT structuring and operations, including legal documentation, fee structure, NAV policies and procedures, accounting, operations and distribution
In this panel discussion with Emily Barringer of SEI Altigo’s “The Alternative Source,” Osage Capital Group’s Troy Bloom explains what gating is in the context of NAV REITs and why gating, despite its negative connotation, can actually benefit long-term NAV REIT investors.
Asset Roll-Up Transactions
- Experienced in the nuances of complex asset roll-up transactions, including valuation/fairness opinions, investor and lender consents, tax planning (including tax protection agreements), and operational matters
- Recently completed a successful engagement for a 17-property, approximately $800 million tax-deferred roll-up transaction to seed a newly-formed NAV REIT
DSTs Programs
- Stand-alone DST programs and DST programs with UPREIT options
- Osage principals were part of the team that developed the original 1031 UPREIT program in 2003
- Launched Osage Exchange in 2022 as a separate business to focus entirely on structuring, launching and operating DST Programs on behalf of real estate sponsors
Real Estate Funds
- Asset class expertise (e.g., office, industrial, retail and multifamily)
- Risk/return profile expertise (e.g., core, core-plus, value-add and development)
- Capital source expertise (e.g., institutional, high net worth and retail) both domestically and internationally
- Fund structuring expertise, including fees/promotes, financial modeling and tax mitigation strategies
