Katz Capital Advisors

Alan Katz serves as Founder and Managing Principal and retains final authority on all investments. The office does not operate an investment committee with external members or a next-generation advisory board. Decision-making is principal-to-principal, which external sponsors note reduces time-to-close on direct co-investments but concentrates key-person risk.

The real estate strategy focuses on direct acquisitions of core-plus multifamily assets, mixed-use developments, and select hospitality properties. Its geographic footprint concentrates on New York City and South Florida. The firm favors cash-flowing properties in tax-advantaged markets and does not develop ground-up speculatively.

Yes, on a selective basis. The office has participated in private equity co-investments alongside established lower-middle-market sponsors. Katz does not publicly disclose its co-investment criteria, but practitioners report that the office evaluates opportunities on a deal-by-deal basis and prefers direct relationships with deal sponsors over blind-pool fund commitments.