Basis Investment Group

Basis Investment Group is a diversified investment platform that originates and acquires commercial real estate debt and preferred equity across the capital stack of stabilized, transitional and development assets throughout the US. Basis originates, co-originate and acquires debt and preferred equity investments to fund acquisitions, refinancings and recapitalizations of well-located commercial real estate (CRE) throughout the United States. As such, their current fund, BIG Real Estate Fund 1 (the Fund), primarily pursues bridge loans, mezzanine debt/B-notes, preferred equity, structured equity, and CMBS B-pieces (the equity tranche in CMBS/Agency deals). These “Dequity” opportunities (i.e. investments they structure with debt-like features) offer downside protection and cash on cash returns with little reliance on income growth or price appreciation. Basis focuses primarily in the middle market segment ($5-$50 million investments) with stable cash-on-cash returns and equity-like yields with debt protections. The firm has a competitive advantage by focusing on the middle market where the Basis team has deep relationships that have been developed over the past 17 years. There is great demand for the Fund’s strategies in the middle market sector, which is less actively pursued by REITs and larger institutions and where there is a vacuum of capital. By investing in a mix of stabilized, transitional and development assets, the Fund will build a portfolio of CRE debt investments diversified by property type and life cycle, location, borrower and position within the capital stack.