Published in November 2007 by PEI Media Ltd Second Floor ...
Published in November 2007 by PEI Media Ltd Second Floor ...
Published in November 2007 by PEI Media Ltd Second Floor ...
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Foundation / Endowment.<br />
ALFRED P. SLOAN FOUNDATION<br />
HEAD OFFICE<br />
630 Fifth Avenue<br />
Suite 2550<br />
New York<br />
NY<br />
10111<br />
United States of America<br />
Tel: +1 212 649 1649<br />
Fax: +1 212 757 5117<br />
www.sloan.org<br />
ASSETS / FUNDS UNDER MANAGEMENT<br />
USD 1.8 billion (as of 31 December 2006)<br />
ALLOCATION TO ALTERNATIVES<br />
40%<br />
ALLOCATION TO REAL ESTATE<br />
2%<br />
AMOUNT ALLOCATED TO REAL ESTATE<br />
USD 40 million<br />
ALLOCATION TO PRIVATE REAL ESTATE<br />
(As a percentage of real estate)<br />
YEAR FIRST INVESTED IN PRIVATE REAL ESTATE<br />
ADVISORS<br />
CONTACTS<br />
Mr. William Petersen<br />
Chief Investment Officer<br />
New York, United States of America<br />
Ms. June Yearwood<br />
Investment Director<br />
New York, United States of America<br />
BACKGROUND<br />
Alfred P. Sloan Foundation, a philanthropic non-profit <strong>in</strong>stitution, was established <strong>in</strong> 1934 <strong>by</strong> Alfred Pritchard Sloan, Jr., President and Chief Executive<br />
Officer of the General Motors Corporation. The Foundation's programs and grants are aimed at boost<strong>in</strong>g science and technology, standard of liv<strong>in</strong>g and<br />
economic performance, education, selected national issues and a civic programme.<br />
The foundation is an active <strong>in</strong>vestor <strong>in</strong> private equity, hedge funds and real estate.<br />
Its real estate activity encompasses both public and private real estate funds. The <strong>in</strong>stitution has so far made around six commitments to core, value<br />
added and opportunity real estate funds <strong>in</strong> North America after <strong>in</strong>itially target<strong>in</strong>g core vehicles.<br />
REAL ESTATE ALLOCATION BREAKDOWN<br />
Provides a breakdown of the <strong>in</strong>stitution's allocation to real estate, <strong>in</strong> terms of direct, public and private real estate <strong>in</strong>vestments.<br />
Direct Real Estate<br />
Public Real Estate<br />
Private Real Estate Funds<br />
Invests? %<br />
•<br />
•<br />
PRIVATE REAL ESTATE INVESTMENT ALLOCATION BREAKDOWN<br />
Provides a breakdown of the <strong>in</strong>stitution's allocation to private real estate, <strong>in</strong> terms of fund type, sectors, geography and <strong>in</strong>vestment opportunities.<br />
Bite Size<br />
Current Number of GPs Invested with<br />
Approx. Capital Committed to Date<br />
Approx. Number of Funds Committed to 6<br />
FUND TYPE<br />
SECTORS<br />
Core<br />
Core Plus<br />
Value Added<br />
Opportunity<br />
Mezzan<strong>in</strong>e / Debt<br />
Turnaround / Distressed<br />
Infrastructure<br />
Fund of Funds<br />
<strong>Second</strong>ary Fund Interests<br />
Other<br />
Invests? %<br />
•<br />
•<br />
•<br />
Leisure<br />
Retail<br />
Industrial<br />
Office<br />
Residential<br />
Hotels<br />
Warehouse/Logistics<br />
Diversified or no Sector Preference<br />
Other<br />
Commercial<br />
•<br />
GEOGRAPHY<br />
Global Funds<br />
Regional Funds<br />
North America<br />
Western Europe<br />
Central & Eastern Europe<br />
Middle East / Africa<br />
Asia Pacific<br />
Lat<strong>in</strong> America<br />
Country-Specific Funds<br />
•<br />
<br />
INVESTMENT OPPORTUNITIES<br />
<strong>Second</strong>ary Directs<br />
Debut / First Time Funds<br />
Co-<strong>in</strong>vestments<br />
The Global Directory of Investors <strong>in</strong> Private Real Estate Funds – <strong>Second</strong> Edition<br />
346<br />
© <strong>2007</strong> <strong>PEI</strong> <strong>Media</strong> <strong>Ltd</strong>.
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