Investment Criteria
We are actively pursuing investment opportunities including debt or fee positions in commercial real estate for direct investment or acquisition on behalf of our clients Primary Markets and Property Types
Our focus is on primary submarkets in California and Arizona where we seek the following asset types:
- Commercial – Office, Industrial, and Retail.
- Residential – Multi-Family, Mixed Use and Land Development.
- Senior Sector Related including medical, housing and congregate care.
Investment Characteristics:
Transaction Size
- Typical equity investments of $2 million to $25 million.
- Portfolios of $20 million to $75 million total capitalization.
Asset Characteristics
- Straight equity purchases but will consider joint venture structures.
- Repositioning opportunities through re-leasing or capital improvement.
- Major re-hab or redevelopment.
- Existing cash flow preferred.