John Paratore

Operates as a real estate investment trust that owns, develops and manages shopping malls and outlets

Brookwood Financial Partners focuses on acquiring real estate assets with a purchase price ranging from $5 million to $60 million. The firm typically invests in existing commercial office, retail, research and development properties and finished residential lots. They selectively consider joint venture opportunities with well-established firms that have identified properties that fit the firm's investment profile. Although they may consider using leverage, Brookwood has the ability to purchase assets without incurring debt. The firm seeks to acquire fundamentally sound real estate assets from distressed sellers at substantial discounts to prior market values and below their intrinsic value. Brookwood seeks: (1) underperforming or discounted assets, particularly finished or fully-entitled residential lots, underperforming commercial real estate and non-performing or defaulted loans on commercial real estate (2) individual asset sizes of $25 million or less (3) assets with a 3 to 5 year projected holding period (4) assets in markets with strong long-term fundamentals and (5) stabilized assets. They target the acquisition of stabilized assets that have the following characteristics: (1) commercial office and retail assets with limited near-term rollover (2) individual asset size of $15 million or less and (3) primary and secondary metropolitan markets throughout the US with positive long-term market fundamentals including population and job growth and a diverse local economy. Brookwood also makes direct private equity investments in a variety of industries including, but not limited to, communications companies, outsourcing firms, restaurants and software companies. The firm has also co-invested with other well-established investment firms. Brookwood does not participate directly in the day-to-day operations of their portfolio companies but they do provide strategic, managerial and financial counsel, usually through representation on a company's board of directors. Typical investments range from $2 million to $10 million. Investments are usually structured in the form of preferred equity or convertible debt. Brookwood looks for companies: (1) with the potential for significant growth either through industry or market expansion or from increased market share attained through organic growth and/or acquisitions (2) with experienced management teams that have in-depth knowledge of their specialized industries (3) that possess clear and sustainable competitive advantages and (4) that are cash flow breakeven or have a clear near-term plan for achieving that goal.