Rosewood Realty Group: Comprehensive Market Research Report

Background

Overview

Rosewood Realty Group, established in 2007 by CEO and founder Aaron Jungreis, has emerged as a leading force in the New York investment sales sector. The firm has consistently ranked as the number one single-office firm in New York from 2008 to 2022, underscoring its significant impact on the commercial real estate landscape.

Mission and Vision

The company's mission is to provide comprehensive and strategic solutions to maximize the value of their clients' assets. By leveraging a team approach, creative solutions, customized marketing, and a deep-seated network, Rosewood Realty Group aims to deliver exceptional results in the investment sales domain.

Primary Area of Focus

Rosewood Realty Group specializes in the investment sales and disposition of commercial real estate across various asset classes, including multifamily apartment buildings, mixed-use properties, office spaces, development sites, hotels, industrial facilities, retail, and other commercial properties. While their operations span the United States, they maintain a strong focus on Manhattan and the boroughs of New York City.

Industry Significance

With over 3,750 properties sold and an aggregate transaction volume exceeding $23.5 billion, Rosewood Realty Group has solidified its position as a dominant player in the commercial real estate market. Their innovative off-market model has consistently delivered superior returns to investors, particularly within the boroughs, and has propelled the firm to the forefront of the industry in terms of both transaction value and volume.

Key Strategic Focus

Core Objectives

Rosewood Realty Group's strategic focus centers on:

Maximizing Asset Value: Employing a team-oriented approach to achieve optimal sale prices for clients.

Innovative Marketing: Utilizing creative and customized marketing strategies to effectively position assets in the market.

Expanding Market Reach: Broadening their national footprint through the National Investment Sales Division, which has closed over $2 billion in transactions across 13 states.

Specific Areas of Specialization

The firm specializes in:

Off-Market Transactions: Identifying and facilitating off-market deals to secure favorable outcomes for clients.

Diverse Asset Classes: Managing a wide range of property types, including multifamily, mixed-use, office, and retail spaces.

National Expansion: Leveraging their off-market approach to expand operations beyond New York City, achieving significant sales in various states.

Key Technologies Utilized

Rosewood Realty Group employs a proprietary database and advanced marketing tools to identify potential buyers and effectively market properties. Their team of investment analysts utilizes financial modeling, market studies, and cash flow analyses to inform strategic decisions.

Primary Markets Targeted

While the firm has a strong presence in New York City, particularly in Manhattan and the boroughs, their National Investment Sales Division has expanded their reach to 13 states, including Virginia, where they brokered the sale of a 400-unit apartment community in Norfolk for $84 million.

Financials and Funding

Funding History

Specific details regarding Rosewood Realty Group's funding history are not publicly disclosed. However, the firm's substantial transaction volume and consistent market leadership suggest a robust financial foundation.

Total Funds Raised

The company has not publicly disclosed the total funds raised.

Recent Funding Rounds

There is no publicly available information regarding recent funding rounds.

Notable Investors

Information about individual investors is not publicly disclosed.

Intended Utilization of Capital

While specific details are not available, the capital is likely utilized to support operational expansion, enhance marketing efforts, and invest in technology and talent acquisition to maintain their competitive edge.

Pipeline Development

Key Pipeline Candidates

Rosewood Realty Group's pipeline includes a diverse array of commercial real estate properties across various asset classes, with a particular emphasis on multifamily and mixed-use properties.

Stages of Development

The firm is involved in all stages of the investment sales process, from initial market analysis and property valuation to negotiation and closing.

Target Conditions

Rosewood Realty Group targets properties with strong investment potential, including those with value-add opportunities, underutilized assets, and properties in emerging markets.

Anticipated Milestones

The firm continues to expand its national footprint, with recent transactions in Virginia and other states, indicating ongoing growth and market penetration.

Technological Platform and Innovation

Proprietary Technologies

Rosewood Realty Group utilizes a proprietary database of over 60,000 investors, trustees, distressed funds, auction bidders, and bankruptcy attorneys to identify potential buyers and facilitate transactions.

Significant Scientific Methods

The firm's investment analysts employ detailed pro formas, comparable market studies, cash flow analyses, internal rate of return projections, and development scenarios to inform strategic decisions.

Leadership Team

Aaron Jungreis – Founder and CEO

Aaron Jungreis founded Rosewood Realty Group in 2007 and has been instrumental in its growth and success. Under his leadership, the firm has consistently ranked as the number one single-office firm in New York from 2008 to 2022.

Jonathan Brody – President, National Investment Sales Division

Jonathan Brody leads the National Investment Sales Division, which has closed over $2 billion in transactions across 13 states since its inception in 2020.

David Wildes – President

David Wildes serves as the President of Rosewood Realty Group, overseeing operations and strategic initiatives.

Mike Kerwin – Senior Vice President

Mike Kerwin holds the position of Senior Vice President, contributing to the firm's strategic direction and client relations.

Ben Khakshoor – Senior Managing Director

Ben Khakshoor serves as Senior Managing Director, playing a key role in managing client portfolios and leading investment sales efforts.

Competitor Profile

Market Insights and Dynamics

The commercial real estate investment sales market is highly competitive, with firms vying for market share in New York City and expanding into national markets. The industry's dynamics are influenced by factors such as interest rates, economic cycles, and urban development trends.

Competitor Analysis

Key competitors include:

Eastdil Secured: A global real estate investment banking company that led the market with $22.7 billion in closed sales in 2015.

CBRE: A global real estate services firm that ranked second with $8.8 billion in closed sales in 2015.

Cushman & Wakefield: A global real estate services firm that ranked third with $3.4 billion in closed sales in 2015.

Strategic Collaborations and Partnerships

Rosewood Realty Group collaborates with a network of trusted consultants and partners to tailor their expertise to the demands of each project, ensuring comprehensive and strategic solutions for clients.

Operational Insights

Rosewood Realty Group differentiates itself through its off-market model, leveraging an extensive proprietary database and a team-oriented approach to achieve superior sale prices for clients. This strategy has enabled the firm to consistently outperform competitors in terms of transaction volume and value.

Strategic Opportunities and Future Directions

The firm's expansion into national markets presents opportunities for growth and diversification. By leveraging its off-market approach and proprietary database, Rosewood Realty Group is well-positioned to identify and capitalize on investment opportunities across the United States.