Finding Tax-Efficient Yield and Equity Upside with Net Lease Real Estate – U.S. Realty Advisors – 6.18.24

Summary:

Now On Demand

Hear from senior personnel at U.S. Realty Advisors as they discuss net lease as an asset class, its benefits within a broader portfolio allocation, and the opportunity set moving forward.

Topics to be covered:

• Defining net lease as an investment solution to consider given the environment.
• The role it plays as an essential building block to a diversified income portfolio.
• Highlighting the opportunity set, specifically across the industrial sector.

Speakers:

David Grazioli joined USRA in 2007 and was promoted to Partner in 2014 and became Managing Partner in 2022. He is responsible for overseeing the firm’s operating and investment activities. In this role, Mr. Grazioli is involved in originating, structuring, underwriting, financing, and closing acquisitions and dispositions of net lease investments.

During his tenure at USRA, Mr. Grazioli has originated and closed over $4 billion of corporate sale-leasebacks, build-to-suit, renovate-to-suit, and ground lease transactions. In addition to acquisitions, Mr. Grazioli coordinates lending relationships for USRA.

Prior to joining USRA, Mr. Grazioli worked in acquisitions for Unison Site Management, a leading wireless infrastructure owner and manager.

Mr. Grazioli is a graduate of the School of Management at Boston College (Bachelors of Science, Accounting and Finance).

Justin Arasin joined USRA in December 2023 as Head of Capital Formation and Product Development. He is responsible for leading the firm’s distribution effort which includes overseeing investor relations, new client acquisition, and product origination.

Justin joined USRA from Nuveen, a $1.1T asset management firm specializing in Real Estate, Private Capital, and Real Asset strategies, where he was Head of Alternative Investments Distribution. He began his career in 2005 as a Client Portfolio Analyst within Goldman Sachs Asset Management and throughout his tenure has held business development positions across multiple industries (financial services and technology). Justin’s background includes extensive coverage of all investor channels including, RIAs, Family Offices, Wealth Management Platforms, Foundations, Endowments, and Consultants while also previously working as Director, Platform & Institutional Sales at Alkeon Capital Management and with industry leading fund of hedge fund providers, Skybridge Capital, Arden Asset Management, and Robeco-Sage.

Mr. Arasin is a graduate of Siena College with a B.S. in Finance and Minor in Economics (Summa Cum Laude).