Business Details
20 Years
experience
Trusted Institutional Real Estate Investment Solutions
Founded in 2006, Penn Square Real Estate Group specializes in creating institutional private equity real estate funds that provide high net worth investors and small to mid-sized institutions access to top-tier real estate managers. Our innovative model bridges the gap in the market by offering diversified portfolios typically reserved for the largest global investors. With over $1 billion raised across four closed-end funds, we focus on delivering superior risk-adjusted returns through strategic partnerships with leading real estate investment managers. Our team combines deep industry expertise with a proprietary fundraising process to ensure alignment of interests between investors and managers while maintaining cost-effective solutions.We prioritize transparency, client service, and thought leadership, serving clients across the United States and global markets. Our sister company, Penn Square Advisory Group, extends our expertise to alternative asset advisory services, supporting managers in optimizing capital access and investor relations. With a proven track record spanning over a decade, we remain committed to evolving with market cycles to meet the dynamic needs of our clients.
Services
Real Estate Funds
Advisory Services
Fundraising Solutions
Investor Relations
Wealth Management Partnerships
Private Credit Advisory
Hedge Fund Advisory
Capital Access Solutions
Portfolio Management
Market Analysis
Details
- Year established: 2006
Highlights and features
- We have over 15 years of experience in private equity real estate fund management.
- Our team partners with top global real estate managers for strategic investments.
- We offer cost-effective solutions for real estate capital access and portfolio diversification.
- Our funds focus on delivering superior risk-adjusted returns across market cycles.
- We provide transparency and world-class client service to investors and partners.
Services
Real Estate Funds
Our institutional private equity real estate funds provide access to diversified portfolios managed by top-tier real estate managers. These funds target superior risk-adjusted returns through value-add and opportunistic investments. Catering to high net worth investors and institutions, we ensure alignment of interests with managers while maintaining cost-effective solutions.
Advisory Services
Penn Square Advisory Group offers tailored advisory services for real estate, private credit, and hedge funds. We guide emerging and established managers in optimizing fundraising strategies and building robust investor relations platforms. Our expertise spans global wealth managers, private banks, and family offices.
Fundraising Solutions
We implement a proprietary 10-step fundraising process to help managers achieve targets and establish best-in-class investor relations. Our approach combines strategic planning, market analysis, and a network of distribution partners to maximize capital access and investor engagement.
Investor Relations
Our seasoned investor relations team provides transparency and collaborative support to advisors, partners, and clients. We focus on delivering value-add thought leadership and simplifying complex real estate investments through personalized service and clear communication.
Market Analysis
We conduct comprehensive analysis of alternative markets to position managers for success. Our insights leverage deep industry knowledge and a methodical approach to identify competitive advantages, optimize fundraising timing, and enhance portfolio performance across market cycles.
Questions
What services does Penn Square Real Estate Group offer?
We sponsor institutional private equity real estate funds and provide advisory services for alternative assets, including fundraising and investor relations support.
Who are Penn Square's target clients?
Our clients include high net worth investors, small to mid-sized institutions, and alternative asset managers seeking capital access and strategic guidance.
How does Penn Square ensure investor returns?
We focus on diversified portfolios, strategic partnerships with top managers, and risk-adjusted return strategies tailored to market cycles.
Where is Penn Square based?
Our home office is located in Steamboat Springs, Colorado, with services spanning the United States and global markets.
