Bellwether Asset Managment, Inc.
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Bellwether Asset Management, Inc. (“BWAM”) is a privately held firm located in Los Angeles, CA, specializing in commercial real estate asset management services. BWAM is engaged on an exclusive basis by Oaktree Capital Management, L.P. (“Oaktree”) as a consultant to assist Oaktree with active, hands-on asset management across its real estate portfolio. Through collaboration with Oaktree’s investment teams and operating partners, BWAM assists in the monitoring and analysis of investments representing more than $7 billion of invested equity across a wide range of real estate-related assets in the United States, Europe and Asia, including direct property investments, corporate investments, residential land and residential and commercial loan pools.
BWAM’s platform helps provide Oaktree with greater efficiency and functionality through the following areas:
• Asset-level analytics: BWAM provides quantitative and qualitative investment- and portfolio-
level performance reports by consolidating and analyzing monthly operating reports produced
by Oaktree’s operating partners to track and monitor performance against initial underwriting.
• Active Asset Management Support: The BWAM team works closely with Oaktree’s acquisition
and asset management teams to help monitor all strategic and joint-venture operating partners
on a day-to-day basis. Responsibilities include weekly leasing calls, monthly operations
reviews, annual budget and business plan reviews and financial analysis.
• Investment- and Fund-level Reforecasting: BWAM is responsible for creating proprietary
investment-level valuation models for the entire Oaktree real estate portfolio to enhance
Oaktree’s ability to reforecast investment-and fund-level performance on a routine basis.
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