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Transaction History

Sovereign has grown year-over-year by successfully partnering with established investors, and retail buyers and sellers nationwide

Transactions

more than $9 billion since 2008

Location: Nationwide
Units: Portfolio

Exclusive acquisition partner for single-family for-rent fund
Responsible for conducting rehab, lease up, clearing title issues and ongoing operations
Oversee all locally-based acquisition affiliates
Serve as advisor on national strategy for acquisitions

Exclusive acquisition partner for nationwide single-family for-rent portfolio, amassing thousands of assets
Sovereign's responsibilities included sourcing and ongoing advisory services
Oversee all locally-based acquisition affiliates

Location: Nationwide
Units: Portfolio

Exclusive acquisition partner for single-family for-rent fund
Responsible for conducting rehab, lease up, clearing title issues and ongoing operations
Oversee all locally-based acquisition affiliates
Serve as advisor on national strategy for acquisitions

Exclusive acquisition partner for nationwide single-family for-rent portfolio, amassing thousands of assets
Sovereign's responsibilities included sourcing, renovation, leasing, stabilization, disposition and ongoing advisory services
Oversee all locally-based acquisition affiliates

Location: Southeast Florida
Units: Portfolio

Exclusive acquisition partner for single-family for-rent fund
Responsible for conducting rehab, lease up, clearing title issues and ongoing operations
Oversee all locally-based acquisition affiliates
Serve as advisor on national strategy for acquisitions

Served as the exclusive acquisition agent for thousands of single-family for-rent assets throughout Miami-Dade, Broward, Palm Beach and St. Lucie counties
Sovereign's responsibilities included sourcing and ongoing advisory regarding operational efforts of industry-leading portfolio

Location: Florida
Units: Portfolio

Sovereign served as disposition partner of SFR units for publicly-traded Colony Starwood Homes
Focused on dispositions in Miami-Dade, Broward, Palm Beach and St. Lucie Counties

Location: Florida
Units: 450 SFR

Exclusive acquisition partner for single-family for-rent fund
Responsible for conducting rehab, lease up, clearing title issues and ongoing operations
Oversee all locally-based acquisition affiliates
Serve as advisor on national strategy for acquisitions

Served as the exclusive acquisition agent for 450 single-family for-rent assets throughout Florida
Sovereign's responsibilities included sourcing, renovation, leasing, stabilization, disposition and ongoing advisory services

Location: Florida
Units: Portfolio

Exclusive acquisition partner for single-family for-rent fund
Responsible for conducting rehab, lease up, clearing title issues and ongoing operations
Oversee all locally-based acquisition affiliates
Serve as advisor on national strategy for acquisitions

Served as the exclusive acquisition agent for numerous single-family for-rent assets throughout Florida
Sovereign's responsibilities included sourcing, renovation, leasing, stabilization, disposition and ongoing advisory services

Location: South Florida
Units: 275 Homes

Exclusive acquisition partner for single-family for-rent fund
Responsible for conducting rehab, lease up, clearing title issues and ongoing operations
Oversee all locally-based acquisition affiliates
Serve as advisor on national strategy for acquisitions

Served as the exclusive acquisition agent for 275 single-family for-rent assets throughout South Florida
Sovereign's responsibilities included sourcing, renovation, leasing, stabilization, disposition and ongoing advisory services

South Florida

Portfolio

Location: South Florida
Units: 500 Single-Family For-Rent

Sovereign orchestrated the sale of a bulk portfolio for FirstKey Homes as the buyer
Portfolio consisted of 500 fully stabilized SFR assets for +/- $150MM

Location: South Florida
Units: 200 Single-Family For-Rent

Sovereign orchestrated the sale of a bulk portfolio between Property Investment Advisors Group and FirstKey Homes
Portfolio consisted of 200 fully stabilized SFR assets for +/- $50MM

Location: Florida
Units: Portfolio

Exclusive acquisition partner for single-family for-rent fund
Responsible for conducting rehab, lease up, clearing title issues and ongoing operations
Oversee all locally-based acquisition affiliates
Serve as advisor on national strategy for acquisitions

Operating partner in fix and flip platform focused on SFR asset class
Sovereign sources, rehabs and disposes of opportunistic assets; achieve average 30% cash-on-cash

Location: Florida
Units: Portfolio

Established investment fund focused on SFR - targeting growth areas achieving out-sized yields with substantial appreciation potential

Location: Weston, FL
Units: 22 Single-Family Home Sites

Retained by 13th Floor Investments to manage retail sales and marketing of the project
Conducted market analysis to determine market values and sell-out timeline
Exceeded sale timeline and value projections

Gables Prado

Location: West Miami, FL
Units: 196 Apartments

Sovereign orchestrated sale of the land; a joint venture agreement between Estate Investments Group, Mattoni Group and Fortune Capital Partners
Sovereign sourced transaction parties through previous transaction at Gables Gate Tower
The property ultimately included 196 multi-family units

Palm Ridge Gardens

Location: Homestead, FL
Units: 48 Single Family Homes

Led acquisition of Southern Cay property; 9.31 acre vacant parcel upon which Sovereign led site plan approval
Sovereign orchestrated transaction between NVR Ryan Homes and Estate Investment Group
Negotiated phased take down schedule between buyer and seller

Miami Ambassador Motel

Location: West Miami, FL
Units: 25,270 Sq. Ft. Lot

Exclusive acquisition partner for single-family for-rent fund
Responsible for conducting rehab, lease up, clearing title issues and ongoing operations
Oversee all locally-based acquisition affiliates
Serve as advisor on national strategy for acquisitions

Sovereign orchestrated the sale of the property
Lot ultimately sold to a sponsor with plans to develop property into a multi-family rental community
Assembled this site along with the CVS Land transaction

Soleste Alameda

Location: West Miami, FL
Units: 306 Apartments

Orchestrated the sale of multiple parcels needed to assemble project
Sourced capital partner needed for development, who developed 306 luxury Class A Apartments

Medley Industrial Site

Location: Medley, FL
Units: 3.32 Acre Industrial Site

Exclusive acquisition partner for single-family for-rent fund
Responsible for conducting rehab, lease up, clearing title issues and ongoing operations
Oversee all locally-based acquisition affiliates
Serve as advisor on national strategy for acquisitions

Served as broker on sale of vacant industrial site

Location: West Miami, FL
Units: 1.35 Parcel

Exclusive acquisition partner for single-family for-rent fund
Responsible for conducting rehab, lease up, clearing title issues and ongoing operations
Oversee all locally-based acquisition affiliates
Serve as advisor on national strategy for acquisitions

Sovereign orchestrated the sale of the CVS Retail location
Lot on which the sponsor planned to develop a multi-family rental community
Assembled this site along with Miami Ambassador Hotel

Gables Gate Tower

Location: West Miami, FL
Units: 206 Apartments

Sovereign originated the introduction and served as advisor between Estate Investment Group and Mattoni Group
Led to formation of a Joint Venture between the two groups to acquire and develop 206 luxury class A apartments

Venice at Crystal Lake

Location: Homestead, FL
Units: Multiple

Sovereign orchestrated the bulk sale of the Pride Homes' final 13 townhome units in the community to private equity fund Colony American Homes

950 Red Road

Location: Coral Gables, FL
Units: Vacant Site Zoned for 180 Condo Units

Site consisted of 74,813 square feet, zoned for 180 condominium units
Sovereign sourced the deal directly from a regional bank
Sovereign represented the buyer on the acquisition of the property

West Kendall

Medical Pavilion

Location: Kendall, FL
Units: 7,072 Sq. Ft. Medical Office

Represented both the tenant and landlord owner in negotiating a long-term lease option

Harry's Capital

Location: Homestead, FL
Units: 75 SFR

Exclusive acquisition partner for single-family for-rent fund
Responsible for conducting rehab, lease up, clearing title issues and ongoing operations
Oversee all locally-based acquisition affiliates
Serve as advisor on national strategy for acquisitions

Sovereign represented Harry's Capital in the acquisition of 75 SFR on a one-off basis
Assisted in the rehab, leasing and stabilization of all assets
Orchestrated bulk sale of the portfolio once fully stabilized

Oasis at Antilla

Location: Coral Gables, FL
Units: 24 Units

Distressed asset; short sale of fractured condominium units
Sovereign served as representative of both buyer and seller of transaction

Amanda Palms

Location: Hialeah, FL
Units: 67 Units

Distressed asset (short sale)
Sovereign served as representative of both buyer and seller of transaction

Hops

Location: Miami Lakes, FL
Units: 31,011 Square Foot Office Space

Exclusive acquisition partner for single-family for-rent fund
Responsible for conducting rehab, lease up, clearing title issues and ongoing operations
Oversee all locally-based acquisition affiliates
Serve as advisor on national strategy for acquisitions

Orchestrated sale leaseback with existing owner/occupant
Facilitated restructuring of tenant mix, maximizing value
Sovereign sourced new debt for the property

Orchid Grove

Location: Pompano Beach, FL
Units: 58 Apt. & 300 finished lots

Executed the leasing and marketing strategy
Conducted a market analysis to determine market rents as well as lease-up timelines
Leased to property to stabilization, with 100% occupancy at sale
Following stabilization, Sovereign arranged sale
Exceeded sale timeline and value projections

Tamar Investments, LLC

Location: Miami, FL
Units: 75 SFR and Condominiums

Sovereign represented Tamar Investments, LLC in the acquisition of 75 SFR and condominiums on a one-off basis
Assisted in the rehab, leasing and stabilization of the portfolio

Florence at Crystal Lake

Location: Homestead, FL
Units: 72 Vacant Lots

Sovereign orchestrated the transaction between a local premier home builder and DR Horton
The transaction consisted of 72 vacant, developed town home lots

Ortega Village

Apartments

Location: Jacksonville, FL
Units: 80 Apartments

Exclusive acquisition partner for single-family for-rent fund
Responsible for conducting rehab, lease up, clearing title issues and ongoing operations
Oversee all locally-based acquisition affiliates
Serve as advisor on national strategy for acquisitions

Sovereign sourced the initial sale directly from a regional bank and sold it to a private investor
At the time of sale, the property was well below stabilization at 33% occupancy

Village at West Miami

Location: Miami, FL
Units: 21 Units

Exclusive acquisition partner for single-family for-rent fund
Responsible for conducting rehab, lease up, clearing title issues and ongoing operations
Oversee all locally-based acquisition affiliates
Serve as advisor on national strategy for acquisitions

Hired by private fund to execute sales and marketing strategy to end-user community
Conducted market analysis to determine market pricing and sales velocity

The Courts

Location: Miami, FL
Units: 48 Units

Executed sales and marketing strategy
Conducted market analysis to determine market pricing and sales velocity
Met with accredited appraisers to insure valuations for end-user financing
Sourced a direct lender for closings
Exceeded sale timeline and value projections

Oaks at Hidden Harbour

Location: Dania Beach, FL
Units: 27 Townhomes & 12 Single-Family Homes

Partially completed luxury residential waterfront community with direct access to the Atlantic Ocean
Sovereign was brought in to execute a repositioning of the asset and execute the sales program
Exceeded sale timeline and value projections

Location: Homestead, FL
Units: 150 Condos

Sovereign represented Mattoni Group in acquiring 150 condominiums on a one-off basis
Managed the rehab, leasing, stabilization and disposition of all acquired assets

Pine Key Condos at Cape Coral

Location: Cape Coral, FL
Units: 56 Condos

Exclusive acquisition partner for single-family for-rent fund
Responsible for conducting rehab, lease up, clearing title issues and ongoing operations
Oversee all locally-based acquisition affiliates
Serve as advisor on national strategy for acquisitions

Fractured asset condominium deal with 56 built condos and 7 pads, allowing for additional 56 units to be developed
Sold 42 of 56 built units
Asset represented a REO property; the transaction was sourced through contacts within the banking industry

The Club at

Brickell Bay

Location: Miami, FL
Units: Multiple

Exclusive acquisition partner for single-family for-rent fund
Responsible for conducting rehab, lease up, clearing title issues and ongoing operations
Oversee all locally-based acquisition affiliates
Serve as advisor on national strategy for acquisitions

Sovereign was responsible for sourcing, leasing, renovation and stabilization of the portfolio
Once stabilized, Sovereign orchestrated a bulk sale of the assets
Exceeded sale timeline and value projections

Enclave

Location: Cutler Bay, FL
Units: 46 Homes & 350 Finished Lots

Sovereign executed the sales and marketing program for the project
Served as the sales broker for 46 homes in development
Oversaw lending operation throughout transactions
Sovereign co-invested and re-positioned the asset
Exceeded sale timeline and value projections

Vista del Rio

Location: Miami, FL
Units: 60 Units

Sourced the initial note sale from a regional bank to an opportunity fund
Managed all leasing efforts; drove occupancy from 0% to 95%
Immediately following stabilization, Sovereign arranged the asset sale

Emerald Place

Location: Hollywood, FL
Units: 300 Apartments

Served as broker on transaction of property to a condominium converter
Property sold for $33.9MM ($155/ft)

Caribe Homes

Location: Homestead, FL
Units: 109 Homes

Sovereign arranged a bulk sale of 109 newly-constructed condominiums, single family homes and town homes built by Caribe Homes
The portfolio is located within four separate communities
Exceeded sale timeline and value projections

Caribe Land Lots

Location: Homestead, FL
Units: 556 Vacant Lots

Exclusive acquisition partner for single-family for-rent fund
Responsible for conducting rehab, lease up, clearing title issues and ongoing operations
Oversee all locally-based acquisition affiliates
Serve as advisor on national strategy for acquisitions

Sovereign represented a private investment firm in the acquisition of 556 vacant, developed land lots
This transaction served as a distressed acquisition opportunity

Hialeah Apartments

Location: Hialeah, FL
Units: 24

Exclusive acquisition partner for single-family for-rent fund
Responsible for conducting rehab, lease up, clearing title issues and ongoing operations
Oversee all locally-based acquisition affiliates
Serve as advisor on national strategy for acquisitions

24-unit garden-style apartment community
Sovereign served as the principal in the property; ultimately arranging the sale of the asset to a condominium converter

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