Overview
BentallGreenOak (U.S.) Limited Partnership (“BentallGreenOak” or “the Firm”) is a full-service
registered real estate investment advisor. We counsel our clients on their direct and indirect
investments in office, industrial, retail, multi-family residential and hospitality real estate throughout
the United States.
BentallGreenOak provides investment management services for real estate and real estate related
securities. Our asset management specialists leverage BentallGreenOak's extensive real estate
knowledge to create focused portfolios that meet the specific requirements of each of our clients.
BentallGreenOak acts as a real estate investment advisor for a select number of public, corporate and
Taft-Hartley retirement systems and private real estate funds, as well as major university endowments
and sovereign wealth funds.
BentallGreenOak is a majority owned indirect subsidiary of Sun Life Financial Inc. (“SLF”) a publicly
traded holding company for a diversified financial
services organization. The Sun Life Financial group
of companies provides a broad range of financial products and services to individuals and groups
located primarily in Canada, the United States, the United Kingdom and the Asia Pacific Region.
On December 18, 2018, SLF entered into an agreement to merge Bentall Kennedy and its affiliates
with GreenOak Real Estate (“GreenOak”), a global real estate investment firm with approximately $11
billion in assets under management. As of the closing of that transaction on July 2, 2019 SLF now
indirectly owns a majority of the merged firm (including BentallGreenOak) and will have the right to
acquire the remaining interest in the merged firm approximately 7 years following closing.
As of December 31, 2023, BentallGreenOak had $24.747 billion in assets under management.
$13.17 billion of the assets are managed on a discretionary basis and $11.68 billion are managed
on a non-discretionary basis. BentallGreenOak was founded in Seattle, Washington in 1978.