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Private company

BentallGreenOak

Logo: BentallGreenOak, Public domain, via Wikimedia Commons4

Real estate investment firm

BentallGreenOak (branded as BGO) is a real estate investment firm headquartered in Miami, U.S. The firm is the real estate subsidiary of Sun Life Financial. It is considered one of the largest real estate investment firms in North America. Bentall Kennedy and GreenOak Real Estate merged to form BentallGreenOak in 2019.3 Wikipedia text CC BY-SA 4.0

Last updated Oct 21, 2026.

Overview

Jul 1, 2019Founded1
  • HeadquartersNew York City1
  • Websitewww.bentallgreenoak.com
  • Incorporated inDE5
  • Business address399 Park Avenue, 18Th Floor, New York, Ny 100225
  • Legal formLimited Partnership
  • Kind of organizationPooled investment fund1

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BentallGreenOak (branded as BGO) is a real estate investment firm headquartered in Miami, U.S. The firm is the real estate subsidiary of Sun Life Financial. It is considered one of the largest real estate investment firms in North America.3

Corporate structure

BentallGreenOak sits at the top of its group. 1 entity, 2 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

  • BentallGreenOak New York City
    • Newport Tower Owned · Jersey City, United States

Built from subsidiaries, stakes and holdings from Wikidata (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What BentallGreenOak reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Stakes and holdings (Wikidata)

  • Newport Tower

Things Wikidata records the company as owning, with the share when stated.1

The story

Bentall Kennedy and GreenOak Real Estate merged to form BentallGreenOak in 2019.

Bentall Kennedy was a Canadian real estate investment firm that was a subsidiary of Sun Life Financial and GreenOak Real Estate was an American private equity real estate firm established in 2010 with its seed capital being provided by the Tetragon Financial Group.

In 2019, Sun Life Financial acquired a 56% stake in GreenOak Real Estate by paying $195 million in cash. Then Sun Life merged the two firms to form BentallGreenOak. Bentall Kennedy's CEO, Gary Whitelaw became CEO of the new entity.

In 2020, Whitelaw retired from his position as CEO and was replaced by GreenOak Real Estate co-founders, Sonny Kalsi and John Carrafiell, who are currently serving as co-CEOs.

In February 2023, it was reported that BGO has been building its US commercial real estate lending platform.

In September 2023, BGO introduced move-in-ready offices for SME tenants seeking flexibility in hybrid work arrangements.

In September 2024, BGO stated that while the commercial-property market had hit the bottom and would start to recover, the office sector would still have challenges due to a shift in tenant demand.

In May 2025, BGO raised $4.6 billion on its BGO Asia Fund IV targeting Japan making it the largest fund at that time. This came as a surprise to some as the firm was based in the US. It was suggested reasons included better returns and wanting to diversify beyond the US due to geopolitical factors.

From Wikipedia’s article on BentallGreenOak, shared under CC BY-SA 4.0.6

Leadership

Named in SEC Form D filings

People the company listed in its private-offering notices.

  • COO of the GP of the sole member of the GP of the Issuer's GPAndrew Yoon named Sep 27, 20237
  • Co-CEO of the GP of the sole member of the GP of the Issuer's GPKaramjit Kalsi named Sep 27, 20237

Subsidiaries and ownership

Also owns

  • Newport Tower

From Wikidata.1

Timeline

  1. Jul 1, 2019Founded Founded1

Filings

3 filings to the SEC since October 2021: 3 private raises. The latest 3:

  1. Sep 27, 2023D/A EDGAR
  2. Oct 13, 2022D/A EDGAR
  3. Nov 3, 2021D EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Funding

Where the company's money came from, by calendar year: private offerings filed with the SEC, federal grants, loans, contracts and other assistance from USAspending.gov, and PPP loans from the SBA. Each bar links to the records below.

Money received by year$97.6M 2021–2021
Money received by yearMoney received by year, 2021–2021: $97.6M in all. Private raises (Form D) $97.6M.$0$25M$50M$75M$100M2021 · Private raises (Form D): $97.6M2021
Figures by year
YearPrivate raises (Form D)Total
2021$97.6M$97.6M

Private raises

Private offerings the company reported to the SEC on Form D. The amount is what the latest filing says was sold so far, charted in the year of the first sale. Covers filings since Oct 1, 2021.

  1. Oct 18, 2021Raised $97.6 million in a private offering of equity7 Form D: 5 investors so far Form D

SEC filer profile

How BentallGreenOak is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARBentallGreenOak US IV, LP2
  • CIK0001891407
  • Incorporated inDelaware2
  • Fiscal year endsDecember 312
  • Business address399 Park Avenue, 18Th Floor, New York, NY 100222
  • Phone212.359.78002
  • On EDGAR sinceNov 3, 20212
  • Filings3 in all: D/A (2), D (1)2

Sources

The numbers on this page point here. Each one links to the record it came from.

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