In This Section U.S. REAL ESTATE OVERVIEW We seek income and capital appreciation through a diverse portfolio of real estate investments. HMC and its affiliates have owned, developed and managed multifamily, office, industrial, retail and hotel properties throughout the southeastern and southwestern United States. HMC has a history of identifying real estate investment opportunities through its network of long-term, strategic relationships. Our approach is hands-on, targeting properties that we believe are undervalued, and where value can be created through focused operational and financial management. We seek smaller, more entrepreneurial transactions, typically between $20 million and $80 million, that are too large for individual investors but too small for the larger funds. INVESTMENT TEAM Jon-Paul Momsen Vice President & Senior Managing Director Todd Jordan Managing Director Adam Krug Managing Director Hal Brigham Director Tom Tewksbury Director of Asset Management Jonathan Shopay Director of Asset Management Brandon Cohen, CFA Director of Asset Management Taylor Pearce Director Wade Armstrong Director John Harbert Associate Melody Lewis Asset Manager Brandon Keaveny Associate Graham Cujé Senior Analyst Michael Waldrum, CPA Analyst Sarah Mooney Analyst Michael White Investment Committee Member INVESTMENT CRITERIA Our investment process centers on “value enhancement” strategies. We target real estate investments that we believe possess cash flow potential and may benefit from the implementation of a rigorous, value-added asset management plan. This plan may involve capital improvements, expense reduction, proactive leasing, capital restructuring or asset repositioning. We seek to invest in quality, mid-size ($20 million to $80 million), Class A and B office, multifamily, retail and industrial properties. Our geographic focus is primary and secondary markets in the Mid-Atlantic, Southeast and Southwest regions of the United States, which possess diversified economies, meaningful population growth and strong employment growth. PORTFOLIO Current Portfolio Harbert United States Real Estate Fund VI, LP Harbert United States Real Estate Fund V, LP Harbert United States Real Estate Fund IV, LP Harbert Real Estate Fund III, LLC Harbert Real Estate Fund II, LLC Harbinger Real Estate Partners I, LP NEWS October 6, 2021 - HUSREF – Harbert United States Real Estate Fund VII, L.P. with Harbert Parkside Co-Investment, L.P. close on Parkside at Craig Ranch August 5, 2021 - HUSREF – Harbert U.S. Real Estate Fund VII, L.P. and McDowell Properties Acquire Mainstreet at Conyers Apartments May 11, 2021 - HUSREF – Harbert United States Real Estate Fund VII, L.P. Announces Final Close April 10, 2019 - HUSREF – Harbert United States Real Estate Fund VI Closes on Three Building, Class-A Office Portfolio in Alpharetta, GA February 28, 2019 - HUSREF – Harbert U.S. Real Estate Fund VI Closes on Iconic Office Towers in Falls Church, Virginia February 14, 2019 - HUSREF – Harbert U.S. Real Estate Fund VI Closes on Class B Apartment Community in Orange County, California October 16, 2018 - HUSREF VI – Completes Purchase of Multifamily Asset in Minneapolis, MN September 13, 2018 - HUSREF V – Exits Forest Hills at Vinings July 24, 2018 - HUSREF – Harbert United States Real Estate Fund VI Closes on The Streets of Brentwood July 5, 2018 - HUSREF – Harbert United States Real Estate Fund VI Closes on The Streets of Brentwood December 28, 2017 - HUSREF – Harbert United States Real Estate Fund VI Completes Purchase of Multifamily Asset in Minneapolis, MN December 12, 2017 - HUSREF – Harbert United States Real Estate Fund VI Announces Final Close August 31, 2017 - HUSREF – Harbert United States Real Estate Fund VI and Moore & Associates Buy 4-Building Herndon Office Complex With $10M Renovation Plan July 29, 2017 - HUSREF – Harbert United States Real Estate Fund VI Closes on Alcove July 19, 2017 - HUSREF – Harbert United States Real Estate Fund VI Closes on Frontera Crossing April 20, 2017 - HUSREF – Harbert United States Real Estate Fund VI Closes on Azul February 17, 2017 - HUSREF – Repositioned Sky Harbor Towers Set for Debut in Phoenix December 29, 2016 - HUSREF – Harbert United States Real Estate Fund VI Closes on Mallard Creek Center August 17, 2016 - HUSREF – Harbert United States Real Estate Fund VI Closes on Springhouse Apartments August 15, 2016 - HUSREF – Harbert United States Real Estate Fund VI Closes on Lewisville Towne Crossing August 6, 2016 - HUSREF – Harbert United States Real Estate Fund VI Closes on Red Run Apartments July 16, 2016 - HUSREF – Harbert United States Real Estate Fund VI Acquires Nesbit Palisades Apartment Community in Atlanta, GA June 17, 2016 - HUSREF – Harbert United States Real Estate Fund VI Closes on Plaza at Solana May 22, 2016 - HUSREF – Harbert United States Real Estate Fund VI Closes on Louisville, KY Specialty Retail Center December 11, 2015 - HUSREF – Harbert United States Real Estate Fund V Closes on a Major Suburban Cincinnati, Ohio Office Portfolio August 21, 2015 - HUSREF V Closes on Sterling Pointe I & II Office Buildings June 3, 2015 - HUSREF V – Harbert United States Real Estate Fund V Closes on 1,598‐Unit Apartment Portfolio March 18, 2015 - Harbert United States Real Estate Fund V Closes on 554-Unit Multifamily Portfolio March 2, 2015 - HUSREF – CBRE Closes Southpark Meadows III Sale in South Austin December 15, 2014 - Harbert United States Real Estate Fund V Closes on Fountainhead Corporate Park November 20, 2014 - Harbert United States Real Estate Fund V Leases 97,667 Square Feet to NC Department of State Treasurer at The Arbors October 30, 2014 - Harbert United States Real Estate Fund V Closes on Denver Office Portfolio October 23, 2014 - HUSREF V – $26.25 million sale of Denver multi-housing community closed by HFF October 14, 2014 - Harbert United States Real Estate Fund V Closes on Conyers Crossroads Retail Center July 11, 2014 - Harbert U.S. Real Estate Sells San Francisco Office Building for $61.3 million June 16, 2014 - Harbert United States Real Estate Fund Oversubscribed At Final Close March 26, 2014 - Harbert United States Real Estate Fund V Closes on 9801 Westheimer Office Building February 6, 2014 - Harbert United States Real Estate Fund IV Closes Sale of La Terraza Corporate Plaza February 4, 2014 - Harbert United States Real Estate Fund V Announces its Most Recent Close January 14, 2014 - Harbert United States Real Estate Fund V Closes on 730 Midtown Office Building November 11, 2013 - HUSREF IV and W.P. Carey Close Sale of Self Storage Portfolio October 9, 2013 - HUSREF V Closes on the Arbors Office Portfolio August 5, 2013 - Harbert United States Real Estate Fund V Closes on Conifer Creek Apartments June 18, 2013 - US Real Estate Today – A Value Add Perspective May 31, 2013 - IP Real Estate: Stepping Out of the Gateway – Harbert US Real Estate February 13, 2013 - Harbert United States Real Estate Fund V Closes on East Lake Apartments January 31, 2013 - HMC Ranked as one of the Most Consistent Performing Real Estate Investment Managers November 19, 2012 - HUSREF IV Closes on 9990 Richmond July 24, 2012 - Harbert United States Real Estate Fund IV Closes on 4350 Lockhill Selma July 12, 2012 - Harbert Management Corporation Opens Real Estate Office in Dallas, Texas September 12, 2011 - Harbert United States Real Estate Fund IV Completes Final Close July 26, 2011 - Harbert & Trumark Commercial Close on R&D Property in Sunnyvale, California May 19, 2011 - Harbert & Greystar Close on Multifamily Property in McKinney, Texas May 19, 2011 - Harbert & Smith/Halleman Venture Closes on Major Office Properties May 19, 2011 - Harbert & Colrich Close on Multifamily Phoenix, Arizona CONTACT HARBERT UNITED STATES REAL ESTATE BIRMINGHAM OFFICE 2100 Third Avenue North, Suite 600 Birmingham, AL 35203 Contact: Todd Jordan Managing Director tjordan@harbert.net 205.987.5646 SAN FRANCISCO OFFICE 575 Market Street, Suite 2925 San Francisco, CA 94105 Contact: Jon-Paul Momsen Senior Managing Director jpmomsen@harbert.net 415.442.8380 DALLAS OFFICE 200 Crescent Court Suite 440 Dallas, TX 75201 Contact: Adam Krug Managing Director akrug@harbert.net 214.756.6592 © 2021 Copyright Harbert Management Corporation Important Disclosure Information | Privacy Statement | Business Continuity Plan | Form CRS 2100 Third Avenue North, Suite 600 Birmingham, Alabama 35203 205.987.5500 The HMC internet website may occasionally use a “cookie” in order to provide better service, to facilitate your use of the website, to track usage of the website, and to address security hazards. 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