JVM Realty Corporation (JVM), a leading vertically integrated multifamily real estate investment and property management firm, today announced that it has named Ryan Lodes as vice president of capital markets.
With more than 20 years of experience in the financial services and investment industries, Lodes will oversee JVM's marketing efforts to independent registered investment advisors, wealth managers and their clients across the country. Ryan spearheaded JVM’s successful membership application for DTCC’s Alternative Investment Product (AIP) platform, which enables the firm’s current investment funds to be held on most major custodial platforms such as Charles Schwab, T.D. Ameritrade, Fidelity (NFS) and Pershing. As an approved product, JVM’s Multi-Family Premier Fund II, LLC, and JVM Realty Apartment Fund 6, LLC, are purchased, priced and distributions are paid through the custodian. No longer are these investments “held away,” but rather kept under the umbrella of the wealth manager or advisor.
"JVM is dedicated to hiring the most talented and experienced associates in the industry," said Jay Madary, president and CEO of JVM. "Ryan’s strong background in private equity and track record of producing results make him the perfect fit for JVM."
Lodes recently served as vice president of national sales and business development for APRO II, LLC, a private equity fund sponsored by America First Real Estate Group that acquires, develops and operates apartment communities primarily in the Midwest. He successfully raised over $65 million from wealth managers and their clients via the AIP platform for APRO II, LLC, from 2014 to 2015.
Lodes has been responsible for the structuring, development, sales and distribution of various investor programs, including non-traded REITs, business development companies (BDCs), direct investments, Regulation D offerings and private equity. During his career, he and his teams have raised a combined $500 million in investor and institutional equity.
"I could not be more excited about the opportunity to present and position JVM’s current offerings to advisors and their clients." Lodes said. "This is a first-class organization that has strategically structured its private equity investments to meet the needs of their investors and has built a solid reputation over the years because of trust and proven performance. Being able to now also assist wealth managers in portfolio diversification for their clients is a natural extension of the business model.”
Lodes studied finance at California State University-Fullerton and holds FINRA securities licenses as general securities representative (7), general securities principal (24), investment banking representative (79) and operations professional (99). He will be based in Orange County, Calif.