Posts by Schelin Uldricks & Co.

Principals of Schelin Uldricks & Co. placed preferred equity capital for a subsidiary of a holding company that provided real estate related management services. The capital was used for M&A activities and also to retire existing debt.

Principals of Schelin Uldricks & Co. placed follow-on Series D venture capital shares for a corporate issuer. This was the fourth issuance in a series of corporate offerings. The capital was used to expand the organization, provide working capital, and execute new growth initiatives including M&A activity.

Principals of Schelin Uldricks & Co. placed follow-on Series C venture capital shares for a corporate issuer. Subscribers of the offering were mostly high net worth investors and family offices. The capital was used to expand the organization, provide working capital, and execute new growth initiatives which included M&A activity.

Principals of Schelin Uldricks & Co. placed follow-on Series B venture capital shares for a corporate issuer. The capital was used for corporate expansion, working capital, and new growth initiatives.

Principals of Schelin Uldricks & Co. placed Series A venture capital shares for a corporate issuer. Subscribers of the offering ranged from high net worth investors to large family offices. The capital was used for corporate expansion, working capital, and new growth initiatives.

Principals of Schelin Uldricks & Co. underwrote a three year bond for a corporate issuer. The capital was used for general growth purposes and working capital.

Principals of Schelin Uldricks & Co. raised capital from high net worth individuals & family offices for a discretionary fund focused on a land banking strategy. This strategy included controlling and/or acquiring raw land, processing entitlements, and then selling to home builders. This was the second fund in a programmatic JV structure.

Principals of Schelin Uldricks & Co. raised capital from high net worth individuals & family offices for a discretionary fund focused on a land banking strategy. This strategy included controlling and/or acquiring raw land, processing entitlements, and then selling to home builders. This was the first fund in a programmatic JV structure.

Principals of Schelin Uldricks & Co. raised capital from individual investors seeking to defer and/or eliminate capital gains by reinvesting in qualified opportunity zone projects. The fund had an emphasis on nationwide residential assets that included traditional apartments, build-for-rent single family homes, and townhomes. This was the second vintage fund in a programmatic JV structure.