Sovereign Investment Company Fact Sheet

About Us:

Sovereign Investment Company provides sale-leaseback and development capital to owners, operators and franchisees of single-tenant, net-leased real estate. Sovereign invests in retail, restaurant, office and industrial assets.

Locations:

Headquarters
125 Village Boulevard, Suite 320, Princeton, NJ 08540

Regional Offices
333 Bush Street, Suite 2510, San Francisco, CA 94104
624 Countryside Drive, Wheaton, IL 60187
16 North Street, Second Floor, Hingham, MA 02043

Established:

May 2003

Management Team:

Peter M. Mavoides, President/Chief Executive Officer
Jeffery G. Hoppen, Chief Investment Officer
Robert B. Bickel, Senior Vice President of Acquisitions
Craig J. Vachris, Vice President of Underwriting
Jared W. Morgan, Vice President of Dispositions
Bruce A. Hecht, Chief Financial Officer

Specializes In:

Sale/Leaseback Transactions – By purchasing a client's property while simultaneously executing a long-term lease, we enable owners, operators, and franchisees to unlock the power of their real estate assets. We'll deliver the capital you seek to expand your business, pay down debt or enhance liquidity-all while maintaining operational control.

Acquisitions – We acquire single-tenant, net-leased assets from investment companies seeking liquidity from portfolios with existing leases. We're an active buyer of both investment- and non-investment grade properties.

Acquisition Financing – We provide acquisition financing in the form of sale-leaseback capital for companies acquiring companies with owned real estate. The sale-leaseback transaction and acquisition can close simultaneously, which can provide higher levels of financing than traditional debt financing, and offer the company greater flexibility.

Development Capital – We provide equity capital to developers and operators for multi-asset development programs. Our programs allow developers and operators to focus on their projects, minimize capital market risks, and obtain construction financing. We also help manage the asset disposition process to deliver an execution with optimal pricing, timing and cost.

Financial Highlights:

Sovereign has invested more than $950 million in long-term, net-leased properties nationwide.

Media Contact:

Lauren Strachan
lstrachan@sovereigninvestment.com
609.986.2419

Logos:

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