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TOOLS
The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
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Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
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Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
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Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Glass Panels on a Building

Case studies

With over $3.5 billion dollars of C-PACE funding deployed1, our industry expertise and transaction execution is second-to-none.

View our success stories across asset types, project types, and deal sizes below.

Hospitality
InterContinental Hotel

$20.3 million hospitality recapitalization

Skyline view hotel
Hospitality
The Paramount Baltimore

$26 million special use new development

Paramount Baltimore view
Hospitality
Hampton Inn & Home2 Suites

$9.9 million hospitality new development

Exterior view of the Holiday Inn hotel, showcasing its modern architecture and welcoming entrance.
Multifamily
Cityscape Star Apartments

$9 million multifamily recapitalization

Apartment complex located at the corner of a street, featuring multiple floors and a modern architectural design.
Multifamily
Trenton Mill Lofts

$6.5 million multifamily recapitalization

Aerial view of a large building illuminated at night, showcasing its architectural features against a dark sky.
Hospitality
The Seville

$27.2 million senior living recapitalization

The Seville Pool Courtyard
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Let's build something together.
Contact us
Darien, CT
19 Old Kings Highway South, Suite 210, Darien, CT 06820
1As of 7/1/2025
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