Overview
Success is based on the people behind the Broadshore Capital Partners name and the relationships fostered and guided by a long-standing tradition of integrity and commitment to client service through a fiduciary mindset and transparency.
As a national real estate investment firm, Broadshore Capital Partners delivers value creation strategies that leverage its expertise in multiple real estate product types, having invested more than $9 billion in real estate investments on behalf of public pension funds, insurance companies, international investors and high-net-worth investors – offering the highest level of investment management stewardship for its investors.
Our Vision
To be a national real estate investment firm with extraordinary people focused on value creation and superior client service.
Our Mission
To provide clients with real estate investment expertise, a fiduciary commitment and deliver attractive risk-adjusted returns.
Our Investment Principles
Research
Fundamental macro research combined with practical real estate knowledge.
Strategies
Investment strategies tailored to market cycles and client objectives.
Value-Add
Operating intensive assets and repositioning opportunities to unlock value at asset level.
Execution Capabilities
Experienced professionals running transactions from acquisition to completion.
Client-Focused
Alignment with investors and transparency. Significant senior management interaction with clients.
Our Values
Integrity: A commitment to ethical behavior and a fiduciary mindset.
Conviction: A firm belief in our people, our strategies and our investments.
Respect: Conducting our business with respect for people, ideas, cultures and the community.
Accountability: Empowering our people and being responsible for our actions and performance.
Opportunity: Team members can thrive both in the workplace and in their personal lives.
History
Founded in 1990 under a predecessor name, Broadshore Capital Partners and its predecessor entities (“Broadshore”) began its investment business in the turmoil of the early 1990s recession. Beginning with its first separate account with a state pension plan, who remains a client today, Broadshore identified value in times of distress and continues to carry forward that mindset today.
In addition to its separate account investment activity, Broadshore captured its first workout assignment in 1991 and through the years a number of additional clients have engaged Broadshore to help workout portfolios and maximize value.
We have continued to build our team and grow our capabilities through the years with an important milestone occurring in August of 2010, when Guardian Life Insurance Company acquired a 50% interest in our business. Management strategically wanted to bring in a partner with a balance sheet to grow the business and augment our ability to co-invest alongside our investment partners. In January of 2019, Guardian Life Insurance Company and management acquired the remaining interest in the platform which was rebranded as Broadshore Capital Partners.
With over $9 billion of cumulative investments since our founding, Broadshore remains focused on creating value for our clients.
2018
2011
LEI provides financing for the SLS South Beach in Miami, FL on behalf of a pension fund client.
LEI, Allstate Investments and The Guardian Life Insurance Company of America form National Hotel Acquisition Program, which invests in its first hotel, the Red Lion on 5th Avenue in Seattle, WA.
2006
LEI invests in and utilizes Lowe’s local development team to complete construction of 500 Terry Francois in San Francisco’s Mission Bay Area. The asset is purchased for $30.0 million and sold two years later for $149.0 Million.
1997
LEI acquires the landmark Hotel Del Coronado on behalf of a pension fund client—Lowe renovates the hotel and processes approvals for expansion.
1991
Washington State Investment Board hires Lowe as replacement manager for 1.6 million square foot Union Square office towers.
1989
Lowe Enterprises establishes its investment management platform. Lowe Enterprises Investors—its first client is a large public pension fund and remains an active investor today.
