Since U.S. Equities' was formed in 1978, its principals have executed finance and investment transactions for their various clients, as well as for their own account, providing acquisition, disposition and financing services. In 1996, the firm formally organized an investment group to provide a complete spectrum of transactional services, including hold/sell/finance analysis, valuation analysis, preparation of finance and sales brochures, marketing, brokerage, qualification of prospective investors, site inspections, and coordination of due diligence and closing procedures.

Over the last ten years, the Financial and Investment Services Group has successfully executed capital markets assignments totaling over 17 million square feet of commercial space and land, valued at approximately $1.3 billion. Recent transactions include:

• Long-term fixed rate financing totaling $232,000,000 for a 1.3 million square foot mixed-use development in Chicago’s River North area.
• Sale of the 76,000 square foot Chicago Sun Times headquarters site for the new Trump Tower Chicago development.
• Purchase of the two building, 350,000 square foot former Pfizer headquarters in Skokie, Illinois.
• Sale of a 175,000 square foot grocery anchored shopping center in Chicago.
• Purchase of a 286,000 square foot, Class A office building in the O’Hare office market of Chicago.
• Sale of a 1.6 million square foot industrial portfolio located in the Chicago suburbs.
• Long term fixed rate financing for a high-end retail development at 840 North Michigan Avenue.
  
  The Financial and Investment Services Group is headed by James M. Whittington, executive vice President, with Camille Julmy, vice chairman, as guiding partner.