Search real estate fund vehicles
search_re_fund_vehiclesVehicles sworn as Real Estate Funds by their SEC fund id (805-...): the fund and its family and sequence, master, feeder or fund of funds, gross asset value latest, first and peak with the filing date, years reported, vintage with its basis, owners and minimum investment, the Form D file number, lifecycle state with the components behind it, and the public plans that disclosed a commitment. query takes a name, an 805- fund id or an 021- Form D number. lifecycle_state RAISING or FORMING is the vehicle raising or newly formed on its filings (the live fundraising read). Feeders are excluded unless asked for (a feeder's assets are its master's, counted twice). Gross asset value is a fund's assets on a filing date: never fund size, never commitments, never dry powder, and a quarantined reading enters no sum. The sworn ADV tape starts in 2011 and runs through the latest monthly filings DFX has read (coverage_live on the answer gives the years and counts), so a first report in 2011 or 2012 is a first sighting, not a formation. Holdings, properties, loans and lenders appear only where a property binding passed its blind labels, which is a few hundred managers. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in entitlement and locked. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| sort | No | ||
| limit | No | ||
| query | No | Fund name contains, an 805- ADV fund id, or an 021- Form D file number. | |
| state | No | Two-letter organisation state of the vehicle. | |
| cursor | No | next_cursor from a previous page of this tool, unchanged. | |
| manager_crd | No | ||
| min_gav_usd | No | ||
| vehicle_kind | No | ||
| vintage_from | No | ||
| vintage_year | No | ||
| strategy_hint | No | The strategy read from the vehicle's own name (a hint, never a claim): CORE, CORE_PLUS, VALUE_ADD, OPPORTUNISTIC, DEBT, DISTRESSED, DEVELOPMENT, LAND, REIT_SPONSOR, NET_LEASE, CORE_INCOME, MULTI_STRATEGY, SPECIAL_SITUATIONS, SECONDARIES, FUND_OF_FUNDS. A property word here (multifamily) is moved to property_type_hint. | |
| manager_dfx_id | No | A real estate fund graph id of the form dfx:ref:<uuid> (from search_re_fund_managers, search_re_fund_vehicles, resolve_name or search_entities). | |
| exclude_feeders | No | ||
| include_dropped | No | Also vehicles no longer reported on the latest filing. | |
| lifecycle_state | No | One or more lifecycle states, e.g. [RAISING, FORMING] for funds in market. | |
| with_public_lps | No | ||
| property_type_hint | No | The property type read from the vehicle's own name: MULTIFAMILY, INDUSTRIAL, OFFICE, RETAIL, HOTEL, MIXED_USE, LAND, STUDENT_HOUSING, SENIOR_HOUSING, SELF_STORAGE, SINGLE_FAMILY_RENTAL, DATA_CENTER, HEALTHCARE, LIFE_SCIENCE, MANUFACTURED_HOUSING, NET_LEASE, OTHER. | |
| first_reported_from | No | ISO date: first reported on the ADV tape on or after. | |
| first_reported_year | No |