Focused Expertise, Proven Results.
Our Value Proposition
Independently Owned
We are an independently owned investment manager founded in 2005, headquartered in Newport Beach, CA.
Focused Expertise
Focused expertise capitalizing on investment opportunities in publicly traded real estate securities, primarily REITs.
Extensive Experience
Seasoned leadership and portfolio management team with extensive industry experience.
Alpha Generation
17-year track record of delivering favorable results to clients relative to the strategy benchmark
Focused Expertise, Proven Results.
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