A Process Driven Approach

Our capital placement and strategic consulting process has evolved over the last decade of working with all types of investors from the largest international investors, to the smallest family offices. Each operator’s customized capital formation campaign is shaped by our daily interaction with sophisticated institutional investors, providing real-time market feedback that enables our sponsor clients to adjust their acquisition and/or underwriting strategy based on where deals are being consummated in the market.

We advocate a dedicated, thoughtful process over ad hoc transactional-marketing. In order to be successful, managers must apply constant effort, conduct routine evaluation, and continuously enhance their capital markets outreach programs.


We are focused on our clients goals to find and secure the best cost-of-capital or strategic investment partner for our private real estate operator and their strategy. Our focus on a select few clients affords us the opportunity and bandwidth to support the marketing effort through all relevant investor channels. We combine numerous, relevant investor introductions and meetings at industry events with a comprehensive look at all brand-building channels including conferences, financial media, manager databases as well as can assist in building out our clients’ on-line marketing efforts to best position their platform with HNW investors in our alternative investor network.

More Than Just Capital Introductions

The Beverly Park Group offers our clients an enhanced and evolved capital introduction and a suite of capital consulting services and advice. We work comprehensively and creatively to leverage all possible marketing opportunities to achieve our clients’ business development goals. As licensed representatives of a broker/dealer we also have flexibility in the collaborative agreements we structure with other placement channels for our clients. We ensure that our motivations are aligned at all times in achieving the common goals of our clients to secure the right fit for their investment needs, and we prefer to structure our compensation based on the long term success of our clients.