Investment Management
American Ventures has operated fully discretionary real estate investment funds since 1992. These funds include commingled equity and mezzanine debt funds managed by Blumberg Capital Partners on a discretionary basis. Investors in these funds include corporate pensions, foundations, banks and high net worth individual investors.
American Ventures Property Fund, L.P.
We utilize the most sophisticated structure in the world today to provide the highest degree of tax efficiency available to Non-US investors (Patent pending).
Since late 1992, American Ventures has consistently operated fully discretionary institutional real estate equity funds. These equity funds have successfully employed market-driven, value enhancement strategies using moderate leverage. The average annual time-weighted net return to investors in Blumberg Capital Partners' aggregate equity funds portfolio from the fourth quarter of 2007 was in excess of 15%. The current equity fund, American Ventures Property Fund, L.P. invests in moderately leveraged core-plus office properties through a private REIT. This structure is highly efficient for tax-exempt institutional investors.
Blumberg Exchange Traded Fund (E.T.F.)
The fund plans on investing in publicly listed Exchange traded Funds on an activist platform in the European real-estate market.
Blumberg Media & Entertainment Fund
The fund has taken active positions in public media companies. The fund targets newspapers as well as movie studios, online media outfits, and broadcast news. Including the use of leverage, the fund has buying power of approximately $1.5 billion.
Blumberg Energy Fund
The Fund is in the process of making investments in alternative energy projects.
Blumberg Development Fund
This fund is opportunity driven; it builds from scratch five star Class A office buildings, incorporating Phillip Blumberg’s unique and revolutionary vision of premium services. The focus is on select markets like, Houston, Dallas, New York, Chicago, Los Angeles, Boston, London, Honk Kong, Dubai, and Brussels.
Blumberg Urban Initiatives Funds
Providing market rate capital to qualified urban core developers
Blumberg Capital Partners recently introduced a national family of real estate mezzanine debt funds that provide market rate capital to qualified developers of urban core development projects. The Urban Initiatives Funds are region-specific funds designed to appeal to regulated financial institutions as well as tax-exempt institutional investors. The first Urban Initiatives Fund was launched in New Mexico in the fall of 2003. A second Fund was opened in South Florida in the Spring of 2004.
The Urban Initiatives Fund investment strategy is to make primarily mezzanine debt investments in qualifying real estate development projects in targeted urban core areas. The Urban Initiatives Fund is structured to provide CRA investment credit for bank investors and to be tax-efficient for tax-exempt institutional investors.
Blumberg Capital Partners Fund includes non-U.S. resident investors, both institutional and individual. The structure uses a diversified investment strategy linked to a highly efficient tax structure. The Fund provides investors with current income distributions and growth over the life of the fund.
Blumberg Distressed Debt Fund
Blumberg Distressed Debt Fund was organized to take advantage of strategic opportunities in the residential and commercial sectors to invest and highly discounted pricing.
Blumberg Office Properties Fund
Philip Blumberg established the Blumberg Office Properties Fund as a vehicle for foreign and US investors to own Class A office properties across the USA. The Office Fund currently operates properties in leading business and commercial centers including Miami, Houston and Tampa, and is actively seeking properties in Dallas and other prime growth locations to add to its portfolio.
The Blumberg Office Fund buys, manages, leases and repositions Class A office buildings. Investment evaluation factors include the building’s location and construction finish, communications and transportation access, the local and regional business and commercial activity outlook, the professionalism of on-site management and services, and other criteria decided upon by managers of the Blumberg Office Fund under Philip Blumberg’s direction.
The concept introduces Five Star Hotel services in an office building environment with such amenities as club-level suites, concierge and many more. The purpose is to enhance the everyday life of our tenants and their employees via our services. The hospitality approach to commercial property management redefines the experience.
The fund also includes a development arm that is opportunity driven and builds Class A office buildings from scratch, incorporating Philip Blumberg's unique and revolutionary vision of premium services. Development is focused on selected markets like Houston, Dallas, New York, Chicago, Los Angeles, Boston, London, Hong Kong, Dubai and Brussels.
 Three Riverway, Houston TX |
 1401 Brickell, Miami FL |
 550 Reo, Tampa FL |
 255 Alhambra, Miami FL |
Account Investment and Consulting Services
Creating value for national and international real estate investors
In addition to equity and debt commingled funds, Blumberg Capital Partners also provides separate account investment and consulting services for national and international real estate investors.