Building a Legacy

Building a Legacy

Rick Coe

Principal
Managing Director – Investments
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Career highlights

Bringing more than 28 years of commercial real estate experience to the team, Rick Coe serves as Managing Director of Investments and predominantly focuses on U.S. acquisitions for two global real estate investment trusts (REITs), Macquarie Global Growth Trust and Macquarie CNL Global Income Trust, both sponsored by CNL Financial Group.

At CNL Commercial Real Estate, Rick rejoins many of his colleagues from the former Dallas-based Trammell Crow Company (TCC), where he spent more than 17 years. During his tenure at TCC, he served as Treasurer and later transitioned into Capital Markets as Managing Director, and eventually moved into the Development & Investment Group as Senior Managing Director. Rick served on various companywide committees including the firm’s Operating Committee. While at TCC, Rick was involved with structuring, reviewing and approving more than $5 billion of acquisition, development and structured finance transactions.

Before joining CNL, Rick served as a principal of Parkwood Real Estate Partners, a privately-held real estate investment advisor he co-founded in 2004. While at Parkwood, Rick and his partners were responsible for sourcing and structuring over 60 acquisition and development transactions with total costs exceeding $1 billion. Rick first began his real estate career as a loan officer for Republic Bank Dallas in 1983.

Transaction Experience

  • Chaired the real estate investment committee at Trammell Crow Company
  • Involved in forming and administering various development programs with institutional capital partners that completed over $1 billion of development
  • Co-chaired the TCC discretionary investment funds – Fund I thru Fund V
  • Completed a $475 million recapitalization involving over 200 TCC assets

Education


B.S. in Finance, University of Colorado
MBA, Southern Methodist University

Community Involvement

Board Member Emeritus, Park South YMCA
Mission Service, Carpenter’s Kids – Dodomo, Tanzania