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ZCA advises global capital sources such as pension funds, insurance companies, commercial banks, private equity and hedge funds, REITs, and high net worth individuals. Clients have engaged ZCA principals for a variety of assignments pertaining to financial product design and marketing, recapitalization, and strategy:
- Design and market a mezzanine fund for a global investment bank, and prepare a white paper to promote the new fund.
- Design of public REIT/property fund for one of the largest US insurance companies
- Advise pension funds on the performance, retention and engagement of real estate money managers
- Review investments on behalf of pension funds and high net worth individuals
- Design a real estate securities program for a major public pension fund
- Plan on behalf of a very high net worth entertainer the development and capitalization of his large desert ranch.
- Design and market a joint venture fund for a global investment bank, and prepare a white paper to promote the new fund.
- Develop, implement, and manage a marketing program for a national commercial real estate brokerage program. The program was successful in winning many property sales assignments over $50 million.
- Develop new cost of capital concepts using options theory to evaluate the feasibility of a large office building development in Midtown New York City.
- On behalf of a major US corporate pension fund determine the feasibility of acquiring a major equity interest in a British property portfolio.
- Develop innovative applications of swaps and options to the financing of real estate and risk management.
- On behalf of a major stock and bond money manager develop and help implement a real estate securities fund.
- Real estate money manager fee analysis for pension fund investors
- Transactions analysis for various owners of significant commercial real estate portfolios exceeding $3 billion in the aggregate
- Advise prospective and existing money managers on the planning and implementation of real estate money management funds and related products.
- On behalf of money managers design and implement investor sentiment surveys.
- Prepare for various investors private and public capital markets and real estate research
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