* Sterling Fund Management provides active senior-level operational participation in Sterling Partners Equity Advisors accompanied with an operational infrastructure developed over 30 years. In 2015, David created Sterling Real Estate Partners to acquire market rate, value add multi-family properties. , Brian A. Opert, has more than 40 years' experience in virtually all aspects of commercial and multifamily investment real estate. Sterling responds promptly to inquiries and we invite interested principals, intermediaries and other professionals to contact us. Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. Sterling Real Estate Partners 2021 | Website by, Sterling Real Estate Partners Acquires Scottsdale Hotel For Apartment Conversion, Sterling Real Estate Partners Acquires Tucson Hotel to Convert to Apartments, Sterling Real Estate Partners Acquires Mark at 87 Apartments. We build trust-based relationships by being professional, respectful and honest in all of our interactions. On Wednesday evening, Tanya Manhenga turned down another kiss . We have earned the respect and trust of more than a dozen institutional capital partners as well as more than 150 high net worth families who have chosen to invest with us. Before starting his first investment platform, Pacific Real Estate Partners, in 2005, David was directly responsible for acquisitions and asset management for two privately held real estate investment firms in the San Francisco Bay Area and Western States. Sterling Partners Equity Advisors Portfolio Commentary . Sterling Group | Investment Management Invest With Us Founded in 1976 and headquartered in Mishawaka, Indiana, Sterling Group is a real estate investment services firm specializing in multi-family housing and self-storage properties. Sterling is focused on making majority investments in manufacturing, distribution and industrial services businesses and is interested in exploring partnerships of all sizes. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. Wendy is responsible for all corporate level financials, treasury management, and all accounting activity for each investment. 30+ years of . *For further disclaimers, please refer to theLegalsection of the website. Sterling Management Company is an affiliated property management company for Sterling Real Estate Partners. From 2017 to 2021 Clemmie was Group CEO of Ruffer Investment Company, the investment management firm, growing it to 25bn AUM. David has over 28 years of experience in the acquisition, value enhancement and disposition of institutional and private real estate. MBP Sterling Partners is at the forefront of innovative investment solutions for affluent individuals which help mitigate risk, reduce tax, and improve long term portfolio results Access to the proprietary MBP Sterling Partners Managed Portfolios. Sterling Partners Investment Group May 2017 - Present 5 years 9 months. Sterling has chosen Resonant Asset Management as a Model Consultant & Manager. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. This is Sterling Investment Partners' 1st transaction in the Retail sector. Its largest (disclosed) acquisition occurred in 2001 when it acquired Kenan Advantage Group for $176M. Sterling Investment Partners, a Connecticut-based private equity firm, has acquired a majority interest in HeartLand, the Kansas City-based commercial landscape and facilities services company with operations in Kansas City, Denver, Central Missouri, Lexington and Pittsburgh. Their most recent investment was on Sep 22, 2022, when CHAMPtitles raised $12.9M. Portfolio company executives shown in the team are compensated by their respective portfolio companies and not by Sterling Fund Management. With early success, the founders of the firm started raising institutional funds in 2000. This is Sterling Investment Partners' 10th transaction in the . Nick Roe serves as the Development Manager for Sterling Real Estate Partners. Sterling Group grows its Grand Rapids portfolio with self-storage facilities. Viper Energy Partners has a beta of 1.89, indicating that its share price is 89% more volatile than the S&P 500. A platform for managers of quantitative investment strategies. Providing a legacy of lasting growth for future generations. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. Company was relaunched in the United States as Sterling Capital Partners Inc. in 2010. Caleb has over 3 years of business development experience, pursuing multiple startup companies while in school. At vero eos et accusam et justo duo dolores.. 2011 Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. She has also been a co-owner of a property management company where she was responsible for all aspects of starting up the operations, IT and accounting for the company as well as managing all operations. Sterling Fund Management is an SEC-registered investment advisor and has invested in over 55 portfolio companies via eight institutional funds and a number of investment . In 2011, Lea Ann received the Arizona Multi-Housing Association award for Property Manager of the Year for the successful turnaround of a severely distressed community called The Brittany in Mesa, Arizona. Comparatively, Extraction Oil & Gas has a beta of 2.1 . Risk and Volatility. Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. Our values include honesty, integrity, empowerment, accountability, and dedicated focus and professionalism that creates trust among all stakeholders. David is responsible for all activities of the company. She plays an integral role in the acquisition due diligence process to review and analyze property financial statements including detailed review of balance sheets and general ledgers. 285 Riverside Avenue, Suite 300 Westport, CT 06880-4806 (203) 226-8711 Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. We invest in companies in various stages of growth and across many industries, taking majority, minority, preferred equity, and even debt positions. They continue to influence my approach when looking for shares to . In the last 3 years, Sterling Investment Partners has exited 3 companies. We are actively developing, constructing, acquiring, financing, leasing, managing, and selling. We can provide you with free consultation to analyze your case and define a precise course of action to recover your money. Sterling is privately-held, family-owned, and vertically integrated. We offer our partners something unique: With our entrepreneurial spirit, we bring excitement, big ideas, a roll-up-our-sleeves attitude, and the flexibility required to both navigate the trials and seize the opportunities. Sterling Investment Group is arguably the most successful residential and commercial investment group in San Diego demonstrating the most consistent results and attention to detail which has allowed us to deliver over 700 projects grossing hundreds of millions in sales over the past decade. SCB is one of Canada's largest independent benefit consulting firms that specializes in servicing high-growth small-to-medium size businesses and enterprise clients. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. Sterling Family Partners has built its business around a team of engaged family members and dedicated investment professionals that enables us to evaluate every decision with a balanced and objective approach. April 2019 Sterling Partners Equity Advisors Portfolio Commentary Kevin Silverman, CFA A few select operational businesses provide a platform for our other pursuits of interest. Nor will Sterling, its subsidiaries, associated entities, partners, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may . Learn More. We recently raised a large fully discretionary Fund and are actively marketing another limited partner fund to family offices, pension funds, wealth management firms, private equity and other institutional equity capital partners to help us selectively expand our acquisition and development pipeline. The breadth of interdisciplinary companies include our development, construction, property management, and investment services companies. 2023 The Sterling Group.All rights reserved. Lea Ann is also responsible for the review of all operating and financial results for third-party managed assets. "Creating the Sterling Story, by exceeding expectations one customer at a time. 2023 Sterling Investment Partners, We are a go-to middle market private equity firm in distribution and business services concentrating on recession resistant segments characterized by. They are based on the principles of continuous improvement. Identifying unique, inefficient, and dislocated opportunities in real estate and real estate-related assets and businesses. We view management teams as our true partners and accordingly strive to work with them in a highly collaborative manner in all of our interactions. The most experienced Private Investigative Agency and Law Firm specialized in international financial fraud investigations. Caleb grew up in the Chicago area and developed a passion for business at a young age. With more than 100 years of combined development experience, we use a . 2023 The Sterling Group.All rights reserved. Sterling Value Add Partners ("SVAP") held its final close in December of 2012 with committed capital of $138 million. Our vertically integrated companies include development, construction, property management, and investment management. 2001 Vintage Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. The Firm's most common exit type is secondary buyout (58%). Over the past 30 years, the firm has established a track record of . Sterling Partners Equity Advisors combines a highly experienced investment and management team with an institutional financial services infrastructure. We work as a tightly integrated team to seek to create significant value for our investors and management partners. Dallas, Texas 75225 | (214) 485-7240. ". This requires oversight of the property management teams, as well as, hiring and training the staff. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Tell Us About Your Case Contact us to tell us about your case. view partnership 2 Specified Air Solutions Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of company's scale. Beginning in 1970, Opert was employed by the City of Boston's low rent housing agency in various executive positions, and subsequently "loaned . Other professionals to contact us to tell us About your case and a! To inquiries and we invite interested principals, intermediaries and other professionals to contact us to tell us your... 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