Principal Investing, Advisory and Alternative Asset Platform

We Provide Three Essential Services to Companies, Institutions and Investors.

Principal Investing

Real Estate Investments Managed Via Separate Accounts and Corporate Loans

Financial Advisory

Corporate, Real Estate and Financial Advisory Services

Alternative Asset Platform

Select, Qualified Investors and Clients Receive the Opportunity to Participate

Principal Investing

Real estate investments managed via separate accounts and corporate loans originated through various correspondent relationships including our affiliate CIFC, a NYSE-traded fixed income investment manager.

Financial Advisory

Corporate, real estate and financial advisory services for established companies, entrepreneurs, financial sponsors, and institutional investors.

Alternative Asset Platform

Select, qualified investors and clients receive the opportunity to participate in attractive, alternative asset platforms not generally available to individuals.

“My relationship with the principals at Bracken Capital spans two decades, during which they have been outstanding business partners and effective deal negotiators. Few people appreciate the real estate component of operating businesses as well, and I look forward to continuing our work together in the future.”

Joe Hawke

Hawke Aerospace

“The management of Züblin is very pleased with the outcome and the continuous support of Bracken Capital over the past twelve months.  Based on our experience, we would use the Bracken Capital Advisory team in the future and would recommend them to other firms in need of responsive, high quality, unbiased advice.”

Thomas Wapp

CFO, COO, Züblin

“As a lender to and partner with Bracken Capital, we were impressed with their tenacity through the real estate cycle.  They always did what they said they were going to do.”

Will Henderson

Graycliff Partners

“The Bracken Capital team was great to work with.  They stayed the course with us despite some challenging local bureaucratic issues.  Their diligence, patience and long-term perspectives were impressive.”

Ralph Koch

CFO, Aurora Flight Sciences

Team

 

Amos Beason
Partner
matt3
Matthew Decker
VP Advisory Group
Sydney Schirra
Analyst
lon3
Lon Brown
Partner
helen3
Helen Hester
VP Fund and BD Operations
Andrew Intrater
Partner
Aldo Martinez
Associate
rachel3
Rachel  Amodio
Vice President
karen
Karen Blake
Office Manager

Portfolio

Email us. Click on each investment portfolio to learn more.

 

Park Avenue RE

Formerly managed by Bracken Capital, PARE is a portfolio company of BDCA, a public, non-traded BDC, formed to invest in sale-leaseback transactions of office, retail, and industrial properties. This portfolio is in the US.

SageCrest

SageCrest is a hedge fund operating in receivership. Bracken Capital managed specific, real estate related segments of the SageCrest wind-down, including the management of the auction of major real estate assets.

Züblin Immobilien

Züblin is a publicly traded property company based in Zurich, Switzerland. Bracken Capital has assumed a strategic advisor role to the Board of Directors for this developer and owner of modern, environmentally sound office properties. Züblin’s portfolio is in Switzerland, France, Germany and the Netherlands.

STAG-CRAG JV

STAG Industrial, a NYSE traded real estate investment trust, and Bracken Capital formed this joint venture to invest in industrial sale-leaseback transactions. This portfolio is in the US.

Reata Ranch

Reata Ranch is one of the last and largest developable tracts of land in North Scottsdale, Arizona. Bracken Capital has assumed responsibility for driving the full realization of this investment. a

CMAC

CMAC is a specialized mortgage lender to churches. CMAC’s lead investor turned investment management responsibility over to Bracken Capital in 2009.

CN Real Estate Holdings

CN RE Holdings are funds formed to invest in income-oriented real estate, including hotels, industrial properties and student housing. CN RE Fund II and III seek a mid-teen IRR and a 2x cash multiple and intend to hold properties for 5-10 years.

Terra Nova

TN was formed as a joint venture between a hedge fund and a major national developer. Bracken Capital assumed responsibility for managing the portfolio of this senior housing development investor in 2008.

REEF I

REEF I is a fund formed to invest in middle market sale-leaseback transactions and port-city warehouses. Formed in 2006, it generated a 1.8x cash multiple and an 14% IRR when fully realized in 2015.

Financial Advisory

We provide corporate, real estate and financial advisory services to companies, entrepreneurs, financial sponsors and institutional investors.

 

Bracken Capital offers four key services to clients:

  • Raise capital and facilitate restructuring for lower to middle market companies
  • Problem solving experts in lender negotiations and debt restructuring
  • Leverage and maximize real estate workouts and associated servicing via our special servicing platform
  • Proven experience raising capital across the balance sheet

We charge a negotiated monthly retainer and success fee based on outcome.

 

Some of Our Accomplishments

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Terra Nova

In 2006, Terra Nova entered a joint venture with a national homebuilder to develop senior living communities. We were engaged in 2008 to recover the investment after the project failed to realize its objectives. The full investment was recovered in 2009.

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Avoric Real Estate LLC

In 2015, Bracken Capital completed the recapitalization of Avoric Real Estate’s properties in Denver, CO and Philadelphia, PA.  The properties are leased to Avoric Holdings LLC, which owns and operates luxury automotive dealerships.

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CMAC-Church Mortgage Lender

Formed in 2006, CMAC built a mortgage portfolio for securitization, only to see the market contract in 2007 and 2008. Bracken Capital assumed responsibility for managing the company in 2009 and completed the realization of the assets, with full recovery by the company’s creditors and a partial recovery by the company’s equity holders in 2014.

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CleanLight Power + Energy

In 2014, Bracken Capital was retained by CleanLight Power + Energy to raise capital for the development of merchant based utility scale solar facilities in New Jersey and Maryland subject to a Wholesale Market Participation Agreement.

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SageCrest

Bracken Capital was retained to manage the auction/realization of certain assets in the SageCrest receivership, including properties in the US and Canada.  Working with the US and Canadian bankruptcy courts, multiple creditors and stakeholders Bracken Capital secured the stalking horse bidder, organized and administered a 363 auction of prime real estate in Toronto.

For more information on our Advisory service please contact: Matt Decker: mdecker@brackencap.com | +1.704.285.6503

We serve clients from our office locations in Charlotte, NC and New York.   Contact us to learn more about Bracken Capital, LLC.

Contact Us

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Charlotte Office

New York Office

Charlotte Office 200 S. Tryon Street, Suite 1700 Charlotte, NC  28202 +1.704.285.6500

New York Office 900 Third Ave, 19th Floor
New York, NY 10022  +1.212.418.9600

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