ASSIGNMENT

 

Hodes Weill Securities, LLC acted as financial advisor to USAA, on the sale of a controlling interest in USAA Real Estate, a fund management platform with a US$30 billion portfolio, to its current management team and a group of investors. 

 

OUTCOME/RESULTS

Hodes Weill assisted USAA in the valuation of USAA Real Estate, transaction structuring, and negotiations with the buyer. The transaction resulted in USAA retaining a non-controlling interest in USAA Real Estate, which will continue to manage USAA’s real estate portfolio. USAA Real Estate will continue to support its diversified platform and the sale better positions the real estate business to maximize performance and better serve the requirements of its clients, including USAA and its members.

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M&A ADVISORY

USAA

US $30 Billion

COMPLETED 2020