Investment and Forensic Management
WhiteStar provides investment management services to institutional investors including portfolio strategy development, special situation investing, transaction sourcing, acquisition services, financing, asset management and disposition services.
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WhiteStar is able to serve as a full-service QPAM/fiduciary under ERISA and as an independent fiduciary.
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WhiteStar has been primarily an advisor to pension funds and other ERISA funds, but its principals also have diverse experience in fixed income, collateralized debt obligations, private equity and venture capital investments.
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Primary Markets
Real Estate / Asset-Based Investing
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Eastern Seaboard:
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Metro New York
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Boston
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New Jersey
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Metro Washington, D.C.
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Suburban Virginia​
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California:
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San Francisco Bay Area
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Northern California
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Los Angeles
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San Diego
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Florida:
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South Florida
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Miami
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Fort Lauderdale
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Boca Raton
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Palm Beach​
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Mid-West:
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Minneapolis-St.Paul
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St. Louis
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Chicago
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Hawaii
Taft Hartley Funds
Pension Trust Funds
Foundations
Family Offices
Health & Welfare Funds
International Trust Funds
Local Trust Funds
Training Trust Funds
Defined Contribution Plans
Defined Benefit Plans
Public Funds
Sovereign Wealth Funds
Private Equity
Traditional
Asset Management
Annual Business Plans & Detailed Budgets
Hold/Sell Analysis
Direct Property Management or Oversight of Third Party Service Providers
Assist Trustees, Investment Consultants and Actuaries in rebalancing and reconfiguring investment strategies and diversification guidelines
Leasing Oversight of Third Party Leasing Agents
Identification and structuring of non-traditional investment opportunities
Primary Property Types
Equity
Convertible preferred equity or mezzanine debt
Retail Centers
Office Buildings, Urban & Suburban
Hotels & Resorts
Office Flex/R & D and Distribution Centers
Special Situations-nontraditional investments & strategies
Apartment/Multi-Family Housing
Senior Living/Assisted Living
Neighborhood & Mixed-use
Casinos (Including Native American Casinos)
Golf Courses, Owner Operated