Portfolio Management

As a company, our ability to maintain the right mix of products and programs is critical to our success. Portfolio Management - the second prong of our strategy - is an indispensable component of creating industry leadership. We excel in developing innovative capital products designed to provide creative solutions to our borrowers while still delivering superior risk adjusted returns to our investors.

Once a loan is approved and closed, Tremont's Portfolio Management team further builds its relationship with our borrowers throughout the investment cycle.  Having become intimate with each asset's business plan prior to loan closing, Tremont's portfolio management team continues to work closely with property owners to ensure the project is on target with its business proforma, responding quickly to market changes and other events that may otherwise derail an asset. 

Tremont currently manages multiple funds and programs with finite lives or limited and specialized target investments.

Tremont Subordinated Loan Fund I

Tremont manages Tremont Subordinated Loan Fund I, a $120 million income fund. Loan Fund I targets value-added bridge loans that are expected to aggregate to a total portfolio of approximately $300 million in whole bridge loans. Loan Fund I seeks investments to 80-90% loan-to-value, primarily in office, retail, multifamily, and industrial assets ranging from $10-80 million in capitalization.

Boylston Investment Fund

Tremont manages a private real estate debt fund seeking opportunistic returns on mid-market transactions. This fund is a JV between Tremont and a NY- based hedge fund and targets $100-150 million annually.

Tremont GRE Fund

Tremont manages a national mezzanine debt program for Guggenheim Real Estate Partners, an open ended fund with about $3 billion in assets. This program is designed to fund $25-75 million annually in stabilized mezzanine loans.

Tremont Morgan RV Fund

Tremont manages a private equity fund that targets specialized real estate assets for turn around scenarios. Fund investors are high net worth individuals. This fund is fully invested and the currect portfolio consists of twelve assets with a total value in excess of $100 million. The overall target yield for this equity fund is 20-30%.