Scrolldown

Investments Overview

Relationships Lead to Results

At Synergy Investments, our reputation is rooted in our relationships. Since 2003, we’ve worked with some of the world’s most discerning money managers and investment firms. They turn to us for our intimate knowledge of the greater Boston marketplace and our ability to execute at the highest level.

We have built a substantial portfolio of commercial properties and have a deep belief in the long-term fundamentals of the asset class. It’s because we deeply understand the local market as well as your goals and demands that we’re able to deliver quality opportunities, meticulous execution and superior returns.

Investment Strategy

Urban, Value-Add, Opportunistic

We are primarily focused on acquiring real estate opportunities in transit oriented locations throughout the greater Boston market and repositioning those assets to meet the needs of today's office, retail, multifamily and hospitality clients. Additionally, we identify and execute various Core and Core Plus strategies with our partners.

Key Facts

  • Portfolio Highlights

    • Current assets in greater Boston totaling over four million square feet
    • Raised and invested over one billion dollars of equity
    • Including office, retail, multi-family and hospitality assets
  • Expertise and Execution

    • Extensive network with on the ground experience creates an advantage in sourcing and securing opportunities
    • Capabilities include underwriting, acquisitions, leasing, asset management, financing, permitting, development and disposition
    • Hands-on experienced team provides smooth execution throughout the investment cycle
  • Synergy Services

    • Our in-house property management and construction division, gives us a significant advantage when improving the physical assets, driving occupancy and maximizing net operating income
    • This vertically integrated platform allows for successful and timely execution of partnership business plans
  • Proven Results

    • We have consistently delivered above market returns and have never sponsored a transaction that resulted in a loss
    • Our interests are aligned with our partners throughout the process by investing our capital in every deal

FEATURED PROPERTIES

10 Post Office Square

Old City Hall

250 Summer Street

11 Beacon Street

Center Plaza

253 Summer Street

Meet The Synergy Investments Team

Dave Greaney

Chief Executive Officer

Synergy

Matthew Godoff

Senior Vice President

Synergy Investments

James F. Grady

Senior Vice President, Leasing

Synergy Investments

Steven Leaf

Senior Vice President

Synergy Investments

Ryan Chamberlain

Vice President

Synergy Investments

Timothy So

Vice President

Synergy Investments

Tim Ferguson

Manager, Leasing

Synergy Investments

OPPORTUNITY ZONES

Synergy is actively focused on opportunity zone investments in the greater Boston and Worcester area.

The goal of the opportunity zone program is to spur private capital into under-invested, economically distressed communities to create a positive social and economic impact.

By investing capital gains into a qualified opportunity zone fund an investor can realize 3 significant tax benefits.

  • Step-up in basis

    The basis for the deferred capital gains reinvested in an Opportunity Zone Fund is increased by 10% if the investment in the Fund is held by the taxpayer for at least 5 years and by an additional 5% if held for at least 7 years

  • Elimination

    Complete elimination of taxes on gains from appreciation in the Opportunity Zone Fund if the investment is held for at least 10 years.

  • Deferral

    A deferral of capital gains reinvested into an Opportunity Zone Fund until December 31, 2026.

For more information on our Opportunity Zone Fund, please contact Ryan Chamberlain

Email: rchamberlain@synergyboston.com