About Sterling Organization
About Us
We strive to be the most trusted investment manager for each of our partners.
Overview
Sterling Organization is a vertically integrated private equity real estate firm whose platform is focused on investing in retail real estate assets across the risk spectrum in major markets within the United States on behalf of Sterling’s principals in partnership with the highest quality institutional investors. Sterling Organization is headquartered in West Palm Beach, FL.
Our National Presence
Investing across the United States.
12MM+
square feet of GLA
$2BN+
of property value
67
owned properties
20+
years of an established track record in real estate investing
100+
team members
5
actively managed investment funds
About Our Funds
Our national platform is currently investing in two separate and distinct strategies: (1) Value-Add retail real estate, where no less than fifty percent of any given asset value is retail and (2) Core, Grocery-anchored shopping centers. Value-Add business plans can range from leasing up vacancies to fulsome redevelopments whereas the Core, Grocery portfolio focuses on stable properties anchored by market-leading grocers. The dual investment approach provides a broad range of touchpoints with diverse counter-parties (tenants, lenders, vendors, etc) across the retail real estate ecosystem.
Company History
Surpasses 12 million square feet of retail assets under management.
Establishes satellite office in Seattle, WA
2020
Holds the first close of the new Sterling United Properties (SUP) series Fund, targeting $300 million of equity commitments.
2019
Holds final close of Sterling Value Add Partners III (SVAP III) with $498 million of equity commitments.
Surpasses 10 million square feet of retail assets under management.
2018
Holds the first close for SVAP III, targeting $450 million of equity commitments.
Surpasses 9 million square feet of retail assets under management.
2017
Holds the final close of Sterling United Properties I with $160 million of equity commitments.
Surpasses 8 million square feet of retail assets under management.
2016
Surpasses 7 million square feet of retail assets under management.
Establishes a satellite office in Los Angeles, CA.
2015
Names Adam Munder as firms third Principal.
Establishes a satellite office in Washington, D.C., and New York City, and Atlanta, GA.
Holds the final close of SVAP II with $311 million of equity commitments.
Surpasses 6 million square feet of retail assets under management.
2014
Forms Sterling Investment Management (SIM) to provide asset management services to The Sterling Organization’s (TSO) institutional funds.
Sterling Organization is granted status as a SEC Registered Investment Advisor.
Surpasses 5 million square feet of retail assets under management.
Holds the final close of Sterling Value Add Partners (SVAP) Fund with $138 million of equity commitments.
2012
Surpasses 4 million square feet of retail assets under management.
2011
Establishes a satellite office in Chicago, IL.
2009
Surpasses 3 million square feet of retail assets under management.
2008
The Sterling Organization (TSO) and Sterling Retail Services (SRS) are founded by Brian Kosoy and Greg Moross. Sterling manages more than 2 million square feet of retail assets on behalf of TSO and its partners.
Establishes offices in Palm Beach, FL; Miami, FL; Charlotte, NC; and San Antonio, TX.