FOR IMMEDIATE RELEASE

Contact: Peter Harmon, VP Marketing Manager – AAM

Email: peter.harmon@aamcompany.com

Phone: 312-845-2333

AAM Insurance Investment Management and Affinius Capital Partner to Offer Commercial Real Estate Lending Strategies to Insurance Clients

Chicago, IL, and San Antonio, TX — January 15, 2025 — AAM Insurance Investment Management, a provider of asset management services for the insurance industry, and Affinius Capital, an institutional real estate investment management firm, have announced a strategic partnership. This new partnership will provide AAM’s insurance company clients with Commercial Real Estate (“CRE”) Strategies. The program is expected to leverage the expertise of both firms, combining AAM’s deep understanding of insurance investment needs with Affinius Capital’s specialized knowledge and experience in real estate lending.  

“AAM’s primary focus has always been to partner with insurance companies, understanding their objectives and constraints, and to provide accretive investment strategies” said John Schaefer, CEO of AAM. “Affinius Capital’s reputation and history of CRE investing, dating to the firm’s origin as the real estate investment arm of USAA, make it an ideal partner to AAM and our clients.”   

“Affinius Capital counts decades of expertise in commercial real estate investment management on behalf of insurance company investor clients” said Michael Lavipour, Head of Lending at Affinius Capital. “We are pleased to be partnering alongside AAM, an insurance investment management firm with over 40 years of experience in the industry.” 

“This partnership adds Affinius Capital’s private, commercial real estate origination, underwriting, and portfolio management capabilities to AAM’s existing investment platform”, said Tim Senechalle, CFA, Chief Investment Officer of AAM. “Affinius Capital’s deep experience across all aspects of CRE investing strengthens our existing capabilities as we seek to design and deliver portfolio management strategies that meet clients’ long-term investment goals.” 

Alex Rapoport, Senior Portfolio Manager at Affinius Capital, echoed this sentiment, stating, “By uniting our commercial real estate investment management platform with AAM’s insurance industry knowledge, we can deliver strategically prepared solutions to the insurance marketplace.” 

For additional information about the partnership and Commercial Real Estate Lending, please contact:

Jim Law, CFA, AAM Insurance Investment Management

Phone: (312) 845-2359

Email: jim.law@aamcompany.com

About AAM Insurance Investment Management (AAM)

AAM is a Chicago-based investment management firm specializing in customized investment solutions for insurance clients since 1982. With $24 billion in assets under management (AUM) as of December 31, 2024, AAM is committed to partnering with its clients in an effort to optimize risk-adjusted returns and achieve their long-term financial objectives. Learn more at www.aamcompany.com.

About Affinius Capital

Affinius Capital® is the brand that applies to Affinius Capital LLC and its advisory subsidiaries, including Affinius Capital Advisors LLC (“Affinius Capital Advisors”) and Affinius Capital Management LLC (“Affinius Capital Management”). Affinius Capital is an institutional real estate investment firm with over 40 years of experience and $64 billion in gross assets under management*. Known for its diversified portfolio across North America and Europe, Affinius provides equity and credit solutions to institutional clients globally. Visit www.affiniuscapital.com for more details.

*Gross Assets under Management (“Gross AUM”) refers to the market value of real estate as well as non-real estate related assets with respect to which Affinius Capital provides oversight and investment management services, and which generally consist of: direct real estate investments (investment property) at fair value and gross of leverage; share owned by JVs and co-investments, gross of leverage; preferred equity and similar positions at fair value; debt investments at fair value; share owned by investments in underlying funds (fund of funds) and securities at net asset value; and undrawn investor commitments without any gross-up for leverage, contractually locked in, non-revocable, and not subject to expiration. 

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Disclaimer: Asset Allocation & Management Company, LLC (AAM) is an investment adviser registered with the Securities and Exchange Commission, specializing in fixed-income asset management services for insurance companies. Registration does not imply a certain level of skill or training. This information was developed using publicly available information, internally developed data and outside sources believed to be reliable. While all reasonable care has been taken to ensure that the facts stated and the opinions given are accurate, complete and reasonable, liability is expressly disclaimed by AAM and any affiliates (collectively known as “AAM”), and their representative officers and employees. This report has been prepared for informational purposes only and does not purport to represent a complete analysis of any security, company or industry discussed. Any opinions and/or recommendations expressed are subject to change without notice and should be considered only as part of a diversified portfolio. Any opinions and statements contained herein of financial market trends based on market conditions constitute our judgment. This material may contain projections or other forward-looking statements regarding future events, targets or expectations, and is only current as of the date indicated. There is no assurance that such events or targets will be achieved, and may be significantly different than that discussed here. The information presented, including any statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Although the assumptions underlying the forward-looking statements that may be contained herein are believed to be reasonable they can be affected by inaccurate assumptions or by known or unknown risks and uncertainties. AAM assumes no duty to provide updates to any analysis contained herein. A complete list of investment recommendations made during the past year is available upon request. Past performance is not an indication of future returns. This information is distributed to recipients including AAM, any of which may have acted on the basis of the information, or may have an ownership interest in securities to which the information relates. It may also be distributed to clients of AAM, as well as to other recipients with whom no such client relationship exists. Providing this information does not, in and of itself, constitute a recommendation by AAM, nor does it imply that the purchase or sale of any security is suitable for the recipient. Investing in the bond market is subject to certain risks including market, interest-rate, issuer, credit, inflation, liquidity, valuation, volatility, prepayment and extension. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.