The Team
We have four decades of experience investing in real estate and real estate operating companies with deep expertise in entity-level transactions. Our team has the skills of a direct real estate investor combined with a thorough understanding of both public and private debt and equity capital markets.
On average, Almanac’s partners have worked together for approximately 20 years. We strive to maintain core values of integrity, patience, disciplined investment judgment, transparency and positive relations with both our investors and portfolio company management teams. Scroll over the names below to learn more about our team members.
Mr. Kaplan is the Chairman of Almanac’s investment committee and responsible for overseeing the activities of Almanac and portfolio management of the ARS Funds. He currently serves on the boards of Storage Post, PREP Property Group and ReNew Senior Living. He has also served on the boards of Allegro Holdings, Ambassador Apartments Inc., CNL Financial Services, CNL Hospitality Properties, Encore Hospitality, Hallmark Holdings, National RV Communities, Parkway Properties, RXR Realty, Vanta Commercial Properties, Winter Properties, WNY Group and Westcore Properties.
Prior to joining Almanac in 1990, he served in the Corporate Finance Department of Rothschild Inc. He is a member of NAREIT’s Real Estate Investment Advisory Council, a member of the Executive Committee at the Zell/Lurie Real Estate Center of the Wharton School and is an Associate Member of the Pension Research Council of the Wharton School. Mr. Kaplan began his career as a management consultant at Touche Ross & Co. Mr. Kaplan graduated cum laude from Washington University in 1984 and received an MBA from The Wharton School in 1988.
Mr. Rosen is a member of Almanac’s investment team and is responsible for conducting securities and sector analysis and valuation for the ARS Funds. Mr. Rosen graduated magna cum laude from the University of Richmond in May 2023 with a Bachelor of Science in Business Administration with concentrations in Accounting and Finance and a minor in Spanish.
Kristen joined Almanac in 2023 and serves as Executive Administrator to the Head of Almanac and one Managing Director. She has more than eight years of experience in financial services providing support to senior executives. Kristen earned a BA in Communications from Montclair State University.