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Corporate Bond Offering

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.

$10,000,000
Land Acquisition Fund 2

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.

$4,500,000
Land Acquisition Fund 1

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.

$9,000,000
Opportunity Zone Fund 2

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.

$17,000,000
Opportunity Zone Fund 1

Principals of Schelin Uldricks & Co. raised opportunity zone capital from individual investors seeking to defer and/or eliminate capital gains through the investment in qualified projects. The fund’s emphasis was on southwest and southeast US hospitality assets and included the ground up construction of limited and full service Marriott and Hilton flagged hotels. This was…

Distressed Hospitality Fund

Principals of Schelin Uldricks & Co. raised capital for an opportunistic fund focused on purchasing LP interests in the secondary market, recapitalizing troubled hospitality assets, and investing in select preferred and common equity investments. The fund was intended to target hotels that were negatively impacted by COVID-19.

$7,000,000
Joint Venture Equity

Principals of Schelin Uldricks & Co. raised $7,000,000 of JV equity through a syndication to high net worth investors for the construction of a 126 key Fairfield Inn & Suites hotel in Tolleson, AZ. The property fronted Interstate 10 near the McDowell off ramp and was part of a larger mixed use development that included…

Confidential Debt Fund 2

Principals of Schelin Uldricks, & Co. raised capital for a fixed income style fund investing in private senior debt, mezzanine debt, and preferred equity securities across the country with an emphasis on hospitality. Second vintage in a programmatic JV structure.

Confidential Debt Fund 1

Principals of Schelin Uldricks, & Co. raised capital for a fixed income style fund investing in private senior debt, mezzanine debt, and preferred equity securities across the country with an emphasis on office, residential, and hospitality. First vintage in a programmatic JV structure.

$2,000,000
JV Equity

Principals of Schelin Uldricks, & Co. syndicated $2,000,000 of joint venture equity for the acquisition and development of a mixed use project in Phoenix MSA. The site was planned for a mix of uses that included multifamily, retail, hotel, and senior living.