KBS Capital Markets Group (“KBS-CMG”) is a distributor whose team connects financial advisors and their clients to alternative investments such as real estate investment trusts (REITs), private placements and private equity. KBS-CMG was formed in 2006 to distribute a broad range of real estate, real estate-related investment products and other alternative investments exclusively through investment professionals. The company helps financial advisors and their clients tap into various opportunities historically available only to large institutions.
800 Newport Center Drive
Newport Beach, CA, 92660
|Current and Former Offerings|
|Year Founded||Sector||Structure||Senior Executives|
|2005||Real estate: Office, Industrial, Multifamily, Mixed-use Assets||
||Keith Hall, Co-Founder
Peter McMillan, Co-Founder
Peter Bren, Co-Founder
Chuck Schreiber, Co-Founder
|# of Liquidity Events*||# of Private Placement Programs*|
|$7.3 billion||$6.5 billion||6||7|
|–KBS’ senior staff is comprised of real estate professionals who average more than 23 years of hands-on real estate experience.
–KBS has invested, managed or owned more than $21.7 billion in 1,604 assets nationwide (over 146.4 million square feet not including REIT acquired debt assets).
–KBS has sold 1,112 assets since inception.
–Fourteen KBS investment funds totaling more than 42.5 million square feet of real estate have gone full-cycle.*Information as of August 31, 2018, for all KBS entities and is not specific to a particular REIT. Square footage does not include REIT acquired debt assets.
|Guide to Non-traded REITs|
|KBS REIT I||REIT||KBS-CMG||Closed|
|KBS REIT I is a non-traded Real Estate Investment Trust (REIT) that closed its initial public offering on May 31, 2008. KBS REIT I used a “hybrid” real estate investment strategy by acting as both an owner of real property and as a lender. As a result, KBS REIT I acquired a portfolio that included a diversified blend of office, industrial and bank branch properties throughout the United States, as well as real estate-related loans and securities.|
|KBS REIT II||REIT||KBS-CMG||Closed|
|KBS REIT II is a non-traded Real Estate Investment Trust (REIT) that closed its initial public offering on December 31, 2010. KBS REIT II used a “hybrid” real estate investment strategy by acting as both an owner of real property and as a lender. As a result, KBS REIT II acquired a diversified blend of Class A office and industrial properties in major metropolitan markets, as well as real estate-related loans.|
|KBS Strategic Opportunity REIT||REIT||KBS-CMG||Closed|
|KBS Strategic Opportunity REIT is a non-traded Real Estate Investment Trust (REIT) that closed its initial public offering on November 20, 2012. KBS Strategic Opportunity REIT was specifically designed to capitalize on the dislocation, lack of liquidity, and government intervention that exists in the commercial real estate markets by acquiring a diverse portfolio of opportunistic investments in discounted debt and distressed equity assets.|
|KBS Legacy Partners Apartment REIT||REIT||KBS-CMG||Closed|
|KBS Legacy Partners Apartment REIT is a non-traded Real Estate Investment Trust (REIT) that closed its initial public offering on March 12, 2013, and it’s follow-on public offering on March 31, 2016|
|KBS REIT III||REIT||KBS-CMG||Closed|
|KBS REIT III is a non-traded Real Estate Investment Trust (REIT) that closed its initial public offering on May 29, 2015, and terminated the offering on July 28, 2015. KBS REIT III has invested in and intends to invest in a diverse portfolio of real estate investments across the United States.|
|KBS Strategic Opportunity REIT II||REIT||KBS-CMG||Closed|
|KBS Strategic Opportunity REIT II is a non-traded real estate investment trust (REIT) focused on acquiring an investment portfolio with a total return profile that is composed of investments that provide capital appreciation potential and current operating income. These investments may consist of opportunistic or value-added real estate, distressed debt or other real estate-related investments in the United States and Europe.|
|KBS Growth & Income REIT||REIT||KBS-CMG||Closed|
|KBS Growth & Income REIT is a non-traded real estate investment trust (REIT) that closed its initial public offering on June 30, 2017. KBS Growth & Income REIT has acquired and is managing a portfolio of core, institutional-quality office properties in target areas where there has been significant job growth.|