Our Approach
Strategy
Our motto is simple...
Buy well-located properties at the right time with a keen foresight for the future. We are geographically driven and firmly believe that location is the cornerstone of real estate investing. The Westside region of Los Angeles is the perfect landscape for real estate ownership given its limited supply and increasing demand. Our philosophy is to buy properties located within the Westside's ultra-prime, highly sought-after neighborhoods, at a price that offers a margin of safety against market fluctuations.
Ensuring that we can grow wealth securely comes from responsible asset management, tax efficiency, and a talent for navigating unexpected market changes. Our veteran team of real estate experts maximizes value through hands-on management and constant exploration of paths to monetization. After 40+ years of experience serving real estate investors nationwide, we strive to deliver the best possible results to our members.
Location
Our niche geographic focus defines us.
We have meticulously developed and honed a business model that is focused on providing direct real estate ownership opportunities in the ultra-prime submarkets of the Westside region of Los Angeles. The imbalance of limited supply and growing demand continues to drive the value of Los Angeles' real estate market, highlighting an attractive investment opportunity. The areas encompassing this region – Beverly Hills, Brentwood, Century City, Malibu, Santa Monica, Westwood, West Hollywood, and Venice/Silicon Beach – are internationally desirable locations that constitute some of the top tourism destinations in the United States. These neighborhoods provide an outstanding quality of life for residents and visitors alike with every modern convenience easily accessible.
Given the region's prominent location surrounded by mountains and oceans most of the land in these high-profile neighborhoods is completely developed. Since there is no vacant land given the decades of development, existing real estate assets are extremely valuable. Coupled with strict zoning codes and land use constraints, there is consistent upward pressure on real estate values as this limited supply cannot serve the ever-increasing demand.
Value-Bought
We buy when others need to sell.
We target real estate assets that are off-market and arise from special situations and event driven scenarios where owners need to sell. These opportunities traditionally result from bankruptcy, death, divorce, partnership disputes, or similar distressed dealings. The illiquid nature of real estate lends itself to price discounts when there is an immediate cash need.
We capitalize on these opportunities to purchase with excellent terms, sourcing deals through our longstanding relationships in the marketplace. Without asset type constraints, we can seize a wide variety of opportunities. We specialize in prized properties that have been held by owners for an extended period and may require upgrades to restore the building. This often raises the income streams and helps to add value to the neighborhood. If a property is not worth more than our perceived value on the day we acquire it, then it's not the right deal for us.
Multiple Paths to Monetization
We prepare for the unexpected.
We underwrite all of our investments for multiple exit strategies. We seek alternative options to minimize downside risk and maximize the opportunity to profit. With experience in various types of real estate projects, there's no idea too challenging for our team to execute. We closely monitor market dynamics in each area, staying ahead of the curve, and ensuring projects are well-positioned to fill future demands in the marketplace.
Our keen foresight means comprehensive planning for any possibility. When we execute on our initial business offering, we simultaneously seek alternative options such as repositioning, redeveloping, or joint ventures knowing that things don't always go according to plan.
One thing investors can be certain of is that we will always be prepared.
Tax-Efficient
Our offerings grow wealth in a tax efficient manner.
We utilize the generous tax treatment the U.S. government affords to real estate owners. Our offerings are structured as portfolios, and each investment property we acquire is professionally assessed to maximize passive losses (including non-cash depreciation and amortization). This allows us to offset income from one real estate investment with passive losses from another within the same managed portfolio.
With our programmatic series of offerings, we are able to maximize tax benefits for investors by consistently generating passive losses through new acquisitions. Ongoing portfolio participation is the ideal way for investors to maintain the tax-deferred nature of their distributions. Combined with long-term capital gains treatment, our structure minimizes taxes owed by investors without having to utilize time-sensitive exchange property transactions. You can learn more by watching our Tax Webinar.
Vertically Integrated
We are a well-oiled machine.
Our core operations are under one roof, meaning investors can ensure that each deal is made within the best, most capable hands. We have assembled a team of in-house, seasoned professionals specializing in real estate, finance, development, asset management, and property management. From the property level where we create ideal environments for tenants – who often live at our properties for decades – to the asset level where each project is fully analyzed and optimally financed, each component of our process receives precise focus.
Our dedicated individuals combine their expertise with flawless communication to create one company with complete control over the entire investment process. Our comprehensive approach handles everything start to finish so investors never have to lift a finger to own great real estate.
