The company provides the following investment, finance and advisory services:

  • Placement of Debt and Equity Capital (single properties or portfolios)
  • Acquisition/Disposition Brokerage Services (licensed real estate broker in California)
  • Capital Solutions, Restructuring and Workouts for Real Estate Organizations

  • Corporate Finance, Accounting and Tax Strategies
  • Strategic Portfolio Analysis and Creating Enterprise Value
  • Temporary Executive Services in Accounting/Tax, Acquisitions/Investments and Finance
  • REIT Valuation, Analysis and Strategy

Company clients have included:

  • Tarragon Realty Advisors, Inc.
  • The Broe Companies
  • Rochdale Investment Management, LLC
  • Lynch Investments, LLC
  • MK Enterprises, Inc.
  • MLP Real Estate Securities, Inc.
  • Rhodes Companies, LLC
  • First Citizens Bank
  • Pine Capital

Sample of Completed Transactions

  • Organizational, financial and tax structuring for a new real estate investment subsidiary of a large real estate construction firm.
  • Brokerage sale for $6,300,000 of a 150 unit independent living facility in Fort Wayne, IN.
  • Acquisition and equity investment of a 60,000 sq. ft. industrial building in Dallas, TX for $7,100,000.
  • Financing placement of $21,500,000 for the land and horse racetrack in Orange County, CA.
  • Securitized loan sale of $90,000,000 for a portfolio of commercial mortgages for a life insurance company.
  • Underwriting and property analysis for more than $700,000,000 of loans in commercial mortgage backed securities pools.
  • Financial and tax structuring for a department store REIT spinoff.

Minimum transaction size is $5,000,000.