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Transwestern Capital Advisors
Transwestern Capital Advisors, LLC is an SEC-registered investment adviser in Newport, RI, registered since 2006.
Transwestern Capital Advisors
Transwestern Capital Advisors, LLC is an SEC-registered investment adviser in Newport, RI, registered since 2006. The firm manages approximately $74 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
Frequently asked questions
How does Transwestern Capital Advisors relate to Transwestern?
Transwestern Capital Advisors is an affiliate of Transwestern, a commercial real estate services and investment firm founded in 1978. The advisory arm leverages Transwestern's property management, leasing, and brokerage network to source capital transactions. It operates as a dedicated capital markets team within the larger organization.
What types of capital transactions does Transwestern Capital Advisors arrange?
The firm structures debt financing, including loan syndications and mortgage placements, as well as equity for joint ventures and property acquisitions. It also participates in the Federated Hermes real estate debt platform launched in 2023, focusing on middle-market commercial real estate lending (per Transwestern, 2023).
Does Transwestern Capital Advisors invest directly or only advise?
The firm primarily acts as a capital advisor, placing debt and equity for clients. It does not publicly disclose a proprietary balance sheet for direct investing. However, its parent Transwestern has investment and development arms that may co-invest in certain transactions.
Which commercial real estate sectors does the firm cover?
Transwestern Capital Advisors covers office, industrial, retail, multifamily, and healthcare real estate. Its transaction range includes ground-up development financing, property recapitalizations, and portfolio-level debt placement.
Does Transwestern Capital Advisors publish an AUM or total capital arranged?
No. The firm does not publicly disclose its assets under management or aggregate transaction volume. Its structures are private and not reported in public filings.
Who leads Transwestern Capital Advisors?
The firm does not publicly name a single principal for the advisory arm. Leadership is drawn from Transwestern's senior capital markets executives, but individual names are not prominently listed on public sources.
What geographies does Transwestern Capital Advisors operate in?
The firm is United States-focused, reflecting Transwestern's national platform. It serves clients across major metropolitan markets, including office and industrial hubs, but without specified exclusions.
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