Where Vision Meets Expertise
Years of Experience
Transactions
Portfolio
The Ranch at Rancho Santa Fe (Encinitas)
Located at 162 S Rancho Santa Fe Road, The Ranch at Rancho Santa Fe is a ±60,492-square-foot grocery-anchored mixed-use center situated at the intersection of Rancho Santa Fe and Encinitas. This highly visible retail hub serves the affluent communities of Rancho Santa Fe and Encinitas, with a dynamic mix of tenants including Coffee Dose, Med Lounge, Harvest Ranch Market, Champagne Bakery Café, New Mom School, and more.
The Ranch at Newport Bay (Costa Mesa)
Situated at 2651 Irvine Avenue, The Ranch at Newport Bay is a prominent ±60,014-square-foot grocery-anchored mixed-use center, ideally located on the border of Newport Beach and Costa Mesa. This highly visible retail destination features a curated mix of tenants, including Irvine Ranch Market, Verde Restaurant and Bar, Nike Training Studio, XPT Fitness, Coffee Dose, Facial Lounge, New Mom School, Ocean Pediatrics, and other high-end and medical-oriented concepts.
Corona del Mar Shopping Center (Corona Del Mar)
Located at 3021 East Coast Highway in the heart of Corona del Mar, the Corona del Mar Shopping Center offers ±33,404 square feet of prime retail space. Anchored by Mother’s Market and CVS Pharmacy, the center is also home to popular tenants such as Jans Health Bar, Orangetheory Fitness, and Gina’s Pizza, making it a cornerstone of this affluent coastal community.
University Square (San Diego)
Located at 5975 University Avenue, University Square is a prominent ±200,000-square-foot dual grocery-anchored power center spanning nearly 20 acres in the heart of San Diego. Situated less than two miles from San Diego State University—home to nearly 35,000 students—this high-visibility retail destination serves a diverse and dynamic customer base. Notable tenants include Food 4 Less, Marshalls, Dollar Tree, Crunch Fitness, Carl’s Jr., iHop, and others.
Westport Square + Plaza (Costa Mesa)
Located at 369 E 17th Street, Westport Square + Plaza is a premier ±38,000-square-foot retail and dining center situated in Costa Mesa’s vibrant 17th Street retail corridor—one of the most sought-after shopping and dining destinations in Orange County. The center boasts a carefully curated mix of tenants, including Plums Café, Crumbl Cookies, Shunka Sushi and Japanese Cuisine, House of Yogurt, and other high-profile retailers and restaurants.
The Cay Apartments (Newport Beach)
Located at 2510 Pacific Coast Highway in the iconic Mariners Mile corridor, The Cay Apartments is a premier 36-unit Class A apartment development in the heart of Newport Beach. This thoughtfully designed project features ±5,000 square feet of premium retail space, offering unparalleled visibility and access with direct frontage along Pacific Coast Highway.
THE HILL (TUSTIN)
The Hill is a premier development opportunity located at 13851 Red Hill Avenue in the vibrant city of Tustin, California. Spanning 2.9 acres, this fully entitled multi-family site offers an exceptional location in the heart of the community, conveniently positioned adjacent to Tustin High School and within proximity to local amenities, transportation hubs, and retail centers.
FULLERTON METROCENTER (FULLERTON)
Strategic Investment Approach
From the bottom up we analyze market fundamentals
- Localized Historic Real Estate Trends
- Product-Specific KPIs
- Asset Functionality
- Locational Advantages
From the top down we evaluate broad economic drivers of a given market
- Demographic Drivers
- Economic Drivers
- Industry Concentrations
- Supply Chain Management & Distribution Trends
Acquisition Criteria
Value-Add & Opportunistic
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Geographic Focus:
Primary: Southern California, Phoenix, Salt Lake City/Provo, Dallas/Ft. Worth, Austin
Secondary: Reno, Las Vegas and Boise -
Product Focus:
Grocery Anchored, Tier-1 Neighborhood Centers (E-Commerce Resistant Retail), Strip Retail located on major arterial thoroughfares, select Multi-Family and Student Housing Opportunities -
Target Returns:
15%+ LIRR or more, depending on the risk profile of the investment -
Hold Period:
Estimated to be three (3) to five (5) years -
Transaction Size:
Individual investments between $35 million and $200 million
Core Plus
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Geographic Focus:
Primary: Southern California, Phoenix, Salt Lake City/Provo, Dallas/Ft. Worth, Austin
Secondary: Reno, Las Vegas and Boise -
Product Focus:
Grocery Anchored, Tier-1 Neighborhood Centers (E-Commerce Resistant Retail), Strip Retail located on major arterial thoroughfares, select Multi-Family and Student Housing Opportunities -
Target Returns:
11% to 13% LIRR or more, depending on the risk profile of the investment -
Cash on Cash Returns:
6%+ or more depending on income growth -
Hold Period:
Estimated to be five (5) to seven (7) years -
Transaction Size:
Individual investments between $25 million and $250 million
Our Team
We are passionate about achieving superior risk adjusted returns for our investors. We are dedicated to and guided by the principles outlined above. In all that we do we will strive for excellence.
Our Team
We are passionate about achieving superior risk adjusted returns for our investors. We are dedicated to and guided by the principles outlined above. In all that we do we will strive for excellence.
