Rhett Trees is the Founder, Chief Executive Officer and Chief Compliance Officer at Seneca Capital Partners and its affiliates.
From 2013-2017, Rhett was an Equity Partner at Caddis Capital Investments, the sponsor of Trico Fund III, an over-subscribed equity vehicle levered to $75 million. Trico III qualified as one of the Top 70 Largest Mobile Home Community Owners in the US. Caddis Capital Investments is a diversified private equity firm with a charter to own and operate income-oriented assets spanning multiple sectors including: mobile home communities, self-storage, student housing and parking assets.
During 2012, Rhett was a Principal at The True Life Companies, a diversified group of real estate companies whose primary mission was to be the premier provider of lots and land to America’s homebuilders. When he departed, the firm had $100 million invested across 15 projects.
As the COO at THE PGA TOUR CLUB from 2010-2012, he was responsible for their portfolio of luxury homes, golf courses, resorts and golf academies.
Spanning 2008-2010, Rhett was a Vice President at 1-800-PACK-RAT, the nation’s 2nd largest mobile self-storage company, where he was actively involved as an investor and a member of the senior management team that orchestrated the multi-million-dollar franchise consolidation and corresponding $92 million strategic sale to Waste Management.
From 2003-2008, Rhett was one of the first 20 employees at Exclusive Resorts where he was an instrumental sales executive as the company grew from seed-capital to a disposition event with Steve Case, the Founder of AOL. During his tenure, Rhett closed over $100 million in deals and the company grew to $1.4 billion in assets under management.
Rhett graduated from the Kelley School of Business at Indiana University with a double major in Marketing and Entrepreneurial Management. He completed the Real Estate Executive Program at Harvard Business School and finished his overseas studies at the University of London in England. Rhett sits on several for-profit and not-for-profit boards including the Kelley School of Business Alumni Board at Indiana University, ACE Scholarships and Levitt Pavilion. When he’s not working, Rhett enjoys fly fishing, scuba diving, cycling, golf and spending time with his wife, Lindsey, and their 2 young children.
Paul has been a leader in commercial real estate for over 35 years with substantial experience in many US markets. His profitable accomplishments span the entire commercial real estate investment cycle including: acquisitions & capital raising; ground-up development & redevelopment of existing properties, leasing & portfolio operations optimization and dispositions across multiple product types including office, retail, industrial, multifamily, senior housing, land, self-storage and mobile home communities. Growing up, Paul worked in the family land development and construction business.
Spanning from 1981-1993 at Clark Construction, Development Resources Inc. and Radnor Corp. in Washington, DC, Paul managed the development and construction (including field supervision) of large-scale complex, mixed-use urban projects with costs in excess of $200 million. Projects included hotels, office buildings and embassies.
From 1993-1998 as AVP of Real Estate Investments and Corporate Real Estate at PMA Insurance, Paul repositioned a $70 million portfolio & relocated two headquarters buildings.
At Ernst & Young from 1998-2001 and Ascent Capital Partners from 2008-2013, Paul successfully organized and led highly effective acquisition due diligence teams for millions of square feet of office & retail and thousands of doors of multifamily units on behalf of private equity and pension funds.
While a member of NorthMarq Capital and Ascent Capital Partners from 2013-1016, Paul sourced in excess of $100 million of private placement and joint venture equity and originating debt.
Between 2007 and 2008, as President of Starr Realty, an affiliate of AIG, Paul drove portfolio value optimization efforts which increased the value of a 1.4 million square feet Colorado office and retail portfolio from $110 million to $170 million.
Paul grew up in Syracuse, NY and he was recognized for academic achievements while earning Bachelor degrees in Architecture, Structural Engineering and a Masters in Commercial Real Estate. His professional credentials have included registered Professional Engineer (Structural), licensed Real Estate Broker and FINRA securities licenses for real estate private placements (expired). In his free time, Paul enjoys alpine & backcountry skiing, hiking and spending time in the high country with his wife April and his son Daniel, a recent college graduate.
Conway J. Schatz currently serves as Executive Vice President and Chief Investment Officer of Hexagon, a private equity firm heavily concentrated in real estate, natural resources, and venture/growth capital. Mr. Schatz has served as a Director to the boards of both public and private companies in industries including real estate, hospitality, energy and mining. Additionally, he has served as the Chair of various Audit, Investment, and Executive Compensation committees.
Prior to 1998, Mr. Schatz worked in the Business Advisory/Audit division of Arthur Andersen, LLLP, with clients in the oil and gas, light manufacturing, construction, financial services, real estate, cable and technology industries.
Mr. Schatz received dual Bachelor of Science degrees in Finance and Accounting from Minnesota State University and went on to become a licensed Certified Public Accountant in the State of Colorado. Thereafter, he also earned an Executive Masters of Business Administration (MBA) and a Masters of Science in Real Estate Development and Construction Management, each from the University of Denver, Daniels College of Business. As an invited member to both Beta Gamma Sigma Society and Alpha Sigma Gamma Society, Mr. Schatz has been recognized for his academic performance in higher education.
Mr. Schatz belongs to several professional, civic and philanthropic organizations, such as the Burns Society, Quarterly Forum, Alliance for Choice in Education “ACE” and the Challenge Foundation. He has resided in Colorado for over 25 years, where he and his wife are raising their two daughters.
Jason Gaede is the Vice President of Capital Strategy for Stonebridge Companies and leads the single-family office for the founders of Stonebridge. He began working for Stonebridge in 2015 and is responsible for managing the investment portfolio (both direct and fund investments) and non-investment related services for the family office. He also participates in the debt and equity capital strategy for the company’s hotel portfolio.
Prior to Stonebridge, Jason led the investment efforts for a large multi-family office based in Denver. Earlier in his career he worked in corporate development for EchoStar Technologies and has experience in both investment banking and private equity.
Jason received his MBA from the University of Virginia’s Darden School of Business and is a graduate of Texas Christian University. He sits on various non-profit boards in the Denver community that are primarily focused on education. Jason and his wife Rachel live in Denver and enjoy the thriving food scene in the city, visiting the mountains and traveling as much as possible.
Raph serves as Managing Partner for LotusGroup Advisors (“LGA”) and LotusGroup Capital (“LGC”). LGA is a Denver-based RIA with a specialty in behavioral investment guidance, tactical public investing and private investment placements.
Raph holds a Bachelor of Science in Mechanical Engineering with a Minor in Economics from the University of Virginia. He also is an avid golfer, soccer player and community contributor sitting on a number of non-profit boards or development committees. Raph enjoys spending time with his wife and two children.