BentallGreenOak Overview and Investment Strategies

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BentallGreenOak is a leading global real estate investment management advisor that has been around since 2019, when Bentall Kennedy and Green Oak Capital Partners merged to form the company.

BentallGreenOak has a strong presence in North America, Europe, and Asia, with over 100 investment professionals working across these regions.

The company's investment strategies are focused on delivering long-term returns for its clients, with a focus on core and core-plus properties in the office, retail, and industrial sectors.

BentallGreenOak has a significant portfolio of assets under management, with a value of over $65 billion.

About Bentall Green Oak

BentallGreenOak is a global real estate investment management advisor with a presence in 22 cities and 10 countries. The company offers a range of services, including asset management, real estate lending, and property management and leasing.

BentallGreenOak was founded in 2019 through the merger of Bentall Kennedy and GreenOak Real Estate. This merger brought together the expertise of two experienced real estate firms.

Credit: youtube.com, Institutional Capital Eyes a Return: Joe Paskov - Bentall Green Oak (BGO)

BentallGreenOak focuses on office, industrial, multi-residential, retail, and hospitality properties. The company caters to institutional clients, leveraging its global presence and local expertise to manage and invest in real estate assets.

BentallGreenOak has a team of real estate professionals spanning multiple legal entities, including BentallGreenOak (Canada) Limited Partnership, BentallGreenOak (U.S.) Limited Partnership, and the commercial mortgage investment groups of certain of their affiliates.

The company's global real estate investment platform is guided by a relentless commitment to client relationships. This commitment is reflected in its breadth of strategies that produce strong performance and value for its investors.

Here are some key statistics about BentallGreenOak's global presence:

BentallGreenOak's expertise is enriched by a deep connection to the local regions where it operates, and a sophisticated understanding of the evolving macro trends that impact commercial real estate markets.

Investments

At BentallGreenOak, we're committed to delivering value to our clients through a tailored approach to their individual objectives. We've earned the trust of over 750 clients worldwide with our track record for performance.

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We've developed a real estate investment platform built on market knowledge and insights that deliver results. Our professionals and leaders span 22 offices and 10 countries, bringing deep knowledge and an entrepreneurial passion for real estate.

As a global leader in sustainability, we've become a showcase for best practices and achievements in sustainable investing and environmental, social and governance performance. Our growing global portfolio is a testament to our commitment to responsible investing principles.

We're proud of our global reputation for business integrity, transparency, and responsible investing principles. This is an enduring part of our values as trusted stewards of our clients' capital.

Broaden your view: Bayshore Global Management

Leadership and Changes

BentallGreenOak has made significant changes to its senior leadership team. Five executives have been elevated to key global or regional roles as part of the company's long-term succession planning.

This move is a strategic step towards ensuring a smooth transition of leadership. The company is committed to its future success and is making deliberate changes to achieve this goal.

The executives in question will now take on new responsibilities, driving growth and innovation within the organization.

Bgo Announces Senior Leadership Changes

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BGO has made significant changes to its senior leadership team. Five executives have been promoted to key global or regional roles as part of the company's long-term succession planning.

These promotions reflect a deliberate effort to prepare for the future and ensure a smooth transition of leadership roles.

As part of their leadership and changes, East End Capital found themselves in a legal battle with BentallGreenOak. They had pulled out of a deal to purchase a Miami office tower, but were required to pay back a $5.5 million deposit after the court ruled in favour of BentallGreenOak in 2021.

Sun Life Financial is another company that has been involved in significant deals, although the details are not specified in this article. Companies based in Miami have also been impacted by these changes.

East End Capital's lawsuit against BentallGreenOak highlights the importance of following through on commitments in business deals. In contrast, companies like Sun Life Financial have likely navigated similar challenges with success.

Here are some key companies that have been impacted by these changes:

  • Sun Life Financial
  • Companies based in Miami
  • Financial services companies established in 2019
  • Investment companies of the United States
  • Investment companies of Canada
  • Real estate companies of the United States
  • Real estate companies of Canada

News and Updates

Credit: youtube.com, Sonny Kalsi | Co-CEO | BentallGreenOak | BentallGreenOak Co–CEO shares his passion for buildings

BentallGreenOak has a significant presence in the Canadian market, with a notable portfolio of properties in major cities such as Toronto and Vancouver.

The company's expertise in real estate investment management has led to a strong track record of delivering value to its clients.

Company Structure

BentallGreenOak is a global real estate investment management advisor with a strong presence in North America. They have over 150 years of combined experience in real estate management.

Their company structure is designed to provide a collaborative and integrated approach to real estate investment management. This allows them to deliver a range of services to their clients.

Headquarters Location

Our company's headquarters is located at a very accessible spot.

The address is 555 Washington Avenue Suite 240.

New York, New York, 10022, is the zip code where you can find us.

This location is perfect for meetings and collaborations with clients and partners.

The suite number is 240, which is easily identifiable for visitors and mail delivery.

Contacts

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The company has a strong leadership team, and one way to get in touch with them is through their contact information.

The Managing Director of Investments is Mr. Amir Abdu, who is based in New York, United States.

The company's Co-President is Ms. Amy Price, located in San Francisco, United States.

The Chief Investment Officer is Mr. Andrew Jacobs, also based in New York, United States.

The Managing Partner and Chief Operating Officer is Mr. Andrew Yoon, who is based in Los Angeles, United States.

Here are the company's key contacts in a list format:

Acquisitions and Partnerships

In July 2019, Sun Life Financial Inc. completed its acquisition of a majority stake in BentallGreenOak.

The acquisition added a full spectrum of solutions, including equity and debt real estate strategies, to Sun Life's institutional asset management business, SLC Management.

SLC Management is a top 100 global asset management firm, and this acquisition increased its global real estate investment footprint.

The team at BentallGreenOak includes a group of real estate professionals spanning multiple legal entities, and they are now part of Sun Life's SLC Management.

Inside the Pere 100

Low Angle View of Office Building Against Clear Sky
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The PERE 100 is a list of top-performing private equity real estate managers. BGO's John Carrafiell and APG's Robert-Jan Foortse discussed the latest ranking on the PERE Podcast.

A shifting capital formation landscape is changing the way private equity real estate managers operate. This is evident in the conversations between industry leaders like BGO and APG.

The PERE Podcast provides a platform for experts to share their insights on the latest trends and developments in the industry.

Sun Life Acquires Majority Stake in Oak

Sun Life Financial Inc. recently completed its acquisition of a majority stake in BentallGreenOak, a move that will form the real estate pillar of their institutional asset management business, SLC Management.

The acquisition adds organizational depth and a full spectrum of solutions, including equity and debt real estate strategies, to SLC Management's capabilities.

SLC Management is a top 100 global asset management firm, and this acquisition will increase its global real estate investment footprint.

Credit: youtube.com, Pencil It In: Episode 11 - Dan Griffis, Oak View Group President of Global Partnerships Interview

The acquisition also adds to the capabilities of SLC Management's alternatives manager, which has a deep and successful history with BentallGreenOak.

The team at BentallGreenOak includes a group of real estate professionals spanning multiple legal entities, including BentallGreenOak (Canada) Limited Partnership and BentallGreenOak (U.S.) Limited Partnership.

The acquisition was completed on July 2, 2019, and all figures are in Canadian dollars unless otherwise noted.

Frequently Asked Questions

Is BentallGreenOak publicly traded?

No, BentallGreenOak is a privately held company. It is not listed on any public stock exchange.

Alan Donnelly

Writer

Alan Donnelly is a seasoned writer with a unique voice and perspective. With a keen interest in finance and economics, Alan has established himself as a go-to expert in the field of derivatives, particularly in the realm of interest rate derivatives. Through his in-depth research and analysis, Alan has crafted engaging articles that break down complex financial concepts into accessible and informative content.

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