RE Notes Instruments & Investments

Investments

A direct buyer of real estate and secured debt.

Beyond notes, judgments and liens, the firm acquires income property and secured debt positions for its own portfolio. We invest our own capital, decide quickly, and prefer situations where certainty and discretion are worth more to the seller than a public marketing process.

What we look for

Investment criteria.

We look at each opportunity on its own terms. The following describes where we are most active; if your situation sits outside it, we would still rather hear about it than not.

I

Income property

Multifamily, mixed-use, commercial and special-purpose property in Southern California, including assets held in estates, partnerships and trusts, properties with deferred maintenance or vacancy, and sales that need to close on a fixed date.

II

Secured debt

Performing and non-performing loans secured by real property, individually or in pools; partial interests; and positions held by lenders, funds and private investors who wish to exit.

III

Special situations

Receiverships, probate and trust administrations, partnership dissolutions, deferred sales, and properties encumbered by judgments or liens that complicate a conventional sale.

IV

Joint ventures

Selective partnerships with owners and operators who bring a property or a project and need a capital partner able to underwrite and commit quickly.

How we work with sellers

Principals, not intermediaries.

You deal with the people making the decision. Brokers, attorneys and advisors who bring us opportunities are treated as partners and protected.

01

A quick, honest read

We tell you promptly whether an opportunity fits, and where we see the value and the risk. No one is strung along.

02

Our own capital

No financing contingency, no investment committee in another city, no syndication process between an accepted offer and a closing.

03

Discretion

Off-market by preference. Non-disclosure agreements are available before any information changes hands.

04

Brokers protected

If you represent the seller or bring us the opportunity, your role and compensation are documented at the outset.

Bring us an opportunity

Have a property, a loan or a situation to discuss?

Send a short description through the contact form — the asset, the location, the circumstances and your role — or call the office. We respond within one business day.

Begin with a conversation

Tell us what you hold.

Share the basics of your note, judgment or lien. You will have a written response within 24 hours — and nothing you tell us is shared, marketed or listed.

Request a confidential review