Morgan Stanley Real Estate Investment Management Ii Inc. (New York)


Morgan Stanley Real Estate Investment Management Ii Inc. is a related adviser based in New York. It manages $1.88 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Morgan Stanley Real Estate Investment Management Ii provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Morgan Stanley Real Estate Investment Management Ii: assets under management

The assets under management (AUM) of Morgan Stanley Real Estate Investment Management Ii Inc. is $1.88 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.88 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.88 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Morgan Stanley Real Estate Investment Management Ii Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Morgan Stanley Real Estate Investment Management Ii Inc.

Michael Joseph Franco has been acting as President since 1 Nov 2009. Michael Henry joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Morgan Stanley Dean Witter & Co. Beneficial owner 1 Dec 1994 75% - 100% 36-3145972
Morgan Stanley Beneficial owner 1 Dec 1994 75% - 100% 36-3145972
Owen David Thomas Chairman and president 1 Dec 2000 Other 1748613
Jay Howard Mantz Chief investment officer and vice president 1 Dec 2000 Other 2088508
Jeffrey Kirk Gronning Chief financial officer and vice president 1 Dec 2000 Other 2333501
Michael E Foster Director of asset management and vice president 1 Dec 2000 Other 1736659
Michael Joseph Franco Director of acquisitions and vice president 1 Dec 2000 Other 2085246
John Armstrong Henry Head of msref (europe) and vice president 1 Dec 2000 Other 1859613
Christopher Leroy Odell Chief legal officer, vice president and secretary 1 Dec 2000 Other 3149189
Karamjit Singh Kalsi Head of msref (asia) and vice president 1 Mar 2001 Other 2085405
Stephane Theuriau Head of msref (europe) and vice president 1 Dec 2002 Other 4640432
John Timothy Morris Chief financial officer - global and vice president 1 Jun 2003 Other 1878841
Edwin Davisson Hardman Head of us real estate investing and vice president 1 Nov 2003 Other 867818
Lee Harriss Roberts Chief compliance officer 1 Oct 2004 Other 2897158
Peter Clarke Harned Chief compliance officer 1 Jan 2005 Other 4737119
Karamjit Singh Kalsi Chief investment officer - global 1 Dec 2005 Other 2085405
Paula Schaefer Chief compliance officer 1 Dec 2005 Other 2638037
John Brian Kessler Chief financial officer - global 1 Dec 2005 Other 1570723
John Anthony Carrafiell Global co-head of morgan stanley real estate 1 Feb 2006 Other 1748512
Jay Howard Mantz Global co-head of morgan stanley real estate 1 Mar 2006 Other 2088508
John Brian Kessler Director, global chief financial officer of morgan stanley real estate investing 1 Mar 2006 Other 1570723
Karamjit Singh Kalsi Director and global head of morgan stanley real estate investing 1 Jul 2006 Other 2085405
Christopher Leroy Odell Chief compliance officer, chief legal officer, vice president and secretary 1 Oct 2006 Other 3149189
Paula Schaefer Director, global chief administrative officer of morgan stanley real estate investing 1 Oct 2006 Other 2638037
Stephen Spaulding Trevor Global co-head of merchant banking 1 Mar 2007 Other 2270192
Agatha Teresa Ruddy Chief compliance officer 1 Jul 2007 Other 2059284
Mary Caracappa Chief administrative officer of merchant banking 1 Oct 2007 Other 1579374
Steven Umlauf Chief risk officer of merchant banking 1 Jan 2009 Other 2343181
John Timothy Morris Chief operating officer of morgan stanley real estate investing 1 Jan 2009 Other 1878841
Jay Howard Mantz President and director 1 Feb 2009 Other 2088508
Owen Thomas Chairman and chief executive officer of morgan stanley real estate investing 1 Feb 2009 Other 1748613
Jennifer Murphy Cattier Chief compliance officer 1 Jun 2009 Other 4175467
Michael Joseph Franco Director 1 Nov 2009 Other 2085246
Michael Paul Levy Director and global chief financial officer of morgan stanley real estate investing 1 Nov 2009 Other 2156468
John Klopp Head of morgan stanley real estate investing - americas 1 Feb 2010 Other 5753735
J E Hoke Slaughter Head of morgan stanley real estate investing - americas 1 Feb 2010 Other 1995974
Edmond N Moriarty Coo morgan stanley investment management and head of merchang banking and real estate investing 1 Feb 2010 Other 1744318
Gregory J Fleming President of morgan stanley investment management and morgan stanley smith barney 1 Jul 2010 Other 2338986
Olivier De Poulpiquet Co cio and co ceo of morgan stanley real estate investing 1 Sep 2010 Other 5866941
John Klopp Director and president and co cio and co ceo of morgan stanley real estate investing 1 Sep 2010 Other 5753735
John Philip Buza Director 1 Oct 2010 Other 1920193
James R Jones Chief operating officer of morgan stanley real estate investing 1 Dec 2010 Other 5866937
Barbara Burns Chief legal officer 1 Mar 2011 Other 5139115
Jennifer Murphy Cattier Chief legal officer 1 Nov 2011 Other 4175467
Michael Henry Chief compliance officer 1 Jan 2012 Other 4935884
Michael Henry Chief compliance officer 1 Feb 2012 Other 4935884

Based in New York

The principal office where Morgan Stanley Real Estate Investment Management Ii Inc. performs its advisory services is located at 1585 Broadway, New York, NY 10036, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-761-7160 or by fax 212-507-8474. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.morganstanley.com/realestate/equity/mainindex.html.

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