Overview
Capri EGM, LLC
Capri EGM, LLC (the “Firm”) is an investment adviser, providing real estate investment
management services to pension plans and other clients, specializing in corporate build-to-suit and
sale leaseback financing, and the acquisition of single-tenant office, industrial, and retail net lease
properties. The Firm intends to invest client’s funds in domestic real estate equity or debt
investments through separate account or commingled fund structures. Real estate investments
include core, core-plus, value-add and opportunistic strategies. For separate account clients, the
Firm tailors its investment strategies and product types to its client’s requests and investments
may be made on a discretionary or non-discretionary basis.
The real estate investment management services provided
by the Firm include strategy
formulation, acquisitions (sourcing, underwriting, structuring and negotiating potential
investments), portfolio management (strategy oversight, reporting, compliance), and asset
management (day to day operations of the property companies, strategy implementation, leasing,
valuations, and dispositions).
The Firm was formed in June 2014 as a Delaware limited liability company. Capri EGM is owned
47.5% by EGM Net Lease Adviser, 47.5% by Capri Capital Partners, LLC, and 5% by JSDA 1,
LLC. EGM Net Lease Adviser is 100% owned by Shelby E.L. Pruett. As of December 31, 2023,
the Firm had approximately US$420,133,000 in gross fair market value in real estate and other
assets under management (including unfunded investor commitments) on behalf of one
institutional client.