Confidential Inquiry - Paul Carassone

About you

Which best describes you?

Owner or principalYou own the assets directly Family officeSingle or multi-family Fund or sponsorGP, operating partner Trustee or fiduciaryEstate, trust, receivership Advisor to an ownerAttorney, CPA, wealth advisor Lender or servicerBank, debt fund, special servicer

Who makes the final decision?

I do SharedWith partners or family I advise them

The mandate

What are you weighing? Choose any that apply

SellingAn exit or disposition BuyingAn acquisition Hold or sellNot sure yet RecapitalizeRefinance or buy out partners Court, estate or distressedAn asset in transition

Estimated value of the portfolio or transaction

Asset type Optional

Primary market (Optional)

Timing

When do you expect to transact?

Already under LOIOr under contract Within 6 months 6 to 24 months Still exploring

Is a broker already engaged? Optional

Yes In talks No

What’s the situation? (Optional. Nothing confidential yet.)

How to reach you

Full name Firm or entity (Optional)

Email Direct phone

Best way to reach you

Phone Email Through my advisor