CONVERSANT CAPITAL LLC

Thesis

Conversant Capital focuses on opportunistic investments in real estate and related sectors across both public and private markets. The firm invests in public securities, control and non-control positions in private equity, and provides capital solutions. In public markets, Conversant targets small and mid-cap companies and industries undergoing change. In private markets, it focuses on real estate operating platforms in fragmented end markets or niche real estate verticals. Conversant's investment team has expertise in distressed, special situations, growth, value, and structured investments. Conversant is a flexible capital provider to real estate and real estate-related companies and platforms. It invests in both traditional and non-traditional real estate sub-sectors and in the equity and credit of companies and platforms. The firm can pivot between growth-oriented investment opportunities and distressed and structured solutions. Conversant strategically invests across the capital structure, primarily in developed markets like North America and Europe.