Mesirow RE-IA, Inc, a Delaware corporation formed in 2023, is an investment adviser registered with the SEC with its
principal place of business located in Illinois. The Adviser does not provide tax or legal advice. Clients should consult with
an expert on matters pertaining to tax or legal issues.
The Adviser’s sole shareholder is Mesirow Financial Services, Inc., a wholly-owned subsidiary of Mesirow Financial
Holdings, Inc. (“MFHI”).
The Adviser offers investment advisory services and portfolio management to private pooled investment vehicles (each a
“Fund” or a “Client”) that seek investment opportunities in the real estate market and which Funds rely on one or more
exceptions or exclusions from registration with the SEC under the Investment Company Act of 1940, as amended
(“Investment Company Act”). The Funds are and are expected to be offered exclusively to accredited investors under the
criteria set forth in the SEC’s Rules under Securities Act of 1933, as amended (the “Securities Act”).
The Funds are institutional real estate value-added funds, which typically are structured as Delaware limited partnerships.
The Funds are diverse real estate funds that target domestic U.S. investments, primarily in the multi-family sector.
The Adviser manages each of its Funds within the guidelines and restrictions set forth, as applicable, in each Fund’s private
placement memorandum, limited partnership agreements (or other applicable
governing agreement), subscription
agreements, advisory agreements, side letter agreements, and other governing documents of the relevant Fund
(collectively, as amended, “Governing Documents”). Each of the Funds are controlled by a general partner, which is an
affiliate of the Adviser (“General Partner”), or similar affiliate entity as provided in the Governing Documents, including but
not limited to Mesirow Financial REVF V-GP, LLC, which will serve as the general partner of Mesirow Financial Real Estate
Value Fund V, L.P., a Fund currently being organized that has not commenced operations. The applicable Fund’s General
Partner is responsible for sourcing, acquiring, managing, financing, developing, selling, repositioning, re-tenanting
commercial real estate assets that meet the Fund’s investment strategy and objectives.
The Funds may utilize one or more parallel funds or feeder funds to accommodate investors with special legal, regulatory,
tax or other needs. The parallel funds, if any, will invest with the Funds on a side-by-side basis and will be treated as part
of the Funds. The feeder funds, if any, will invest in the Funds, giving their investors an indirect interest in the Funds. At
the general partner’s discretion, the Funds can hold REIT qualifying assets through a real estate investment trust.
As of March 8, 2024, the Adviser manages $0 in client assets on a discretionary basis and $0 on a non-discretionary basis.