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Capital Sources

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