Recent Transactions

2024

– June 28: Closed the acquisition of a brewery in Inglewood. 

– August 16: Closed the acquisition of a 123 unit LIHTC multi-family property in Sacramento with the assignments of  four regulatory agreements from various government agencies. 

– October 29: Closed the acquisition of the shopping center in Madera, California.

2024

2023

– April 23: Closed the acquisition of a $9,600,000 CVS in Fullerton.

2023

2022


– December 30: Closed the disposition of a boutique hotel in Santa Barbara County’s wine region for $8,500,000.

– August 18: Closed the acquisition of a $6,700,000 AutoZone in Los Angeles County.

– May 19: Closed the acquisition of a $16,000,000 SpringHill Suites with the assumption of an existing CMBS loan.

– January 15: Created a family limited partnership with $150,000,000 in multi-family assets.

2022

2021

– 2021: Closed the 1031 NNN acquisitions of two Burger Kings, a Kentucky Fried Chicken, a Taco Bell and a downtown Chicago urgent care health facility.

– December 21: Closed the disposition of a 155 unit multi-family asset in Tucson, Arizona.

– June 10: Closed the acquisition of a power center in Colorado Springs, Colorado.

– March 17: Closed the disposition of a $21,300,000 multi-family asset in Hollywood, California.

– February 15: Assisted nine families in completing parent child transfers under Prop. 58 prior to Prop. 19 taking effect.  

2021

2020

– April 7: Closed acquisitions of Buffalo Wild Wings in Indianapolis, Indiana and Applebee’s in Milwaukee, Wisconsin.  

2020

2019

-June 17: Closed the disposition of a European luxury automobile dealership in San Diego.

-April 15: Closed a $6,000,000 Fannie Mae refinance of a HUD HAP housing project in central Los Angeles.

2019

2018

– Closed the acquisition and disposition of membership interests in multiple limited liability companies owning industrial real estate throughout Los Angeles. 

– July 3: High end residential development syndication in Venice, California sold delivering investors an 18.566% IRR.

– May 22: Closed a $9,500,000 CMBS refinance of a Marriott hotel in Los Angeles County.

– November 15: Closed the disposition of a Barnes & Noble and CVS anchored power center in Tyler, Texas.

2018

2016

– Represented landlords in successful triple net lease negotiations with tenants including Enterprise Rent-A-Car, Carrier Enterprises, Cummins and nationally recognized non-profits.

– December 8: Closed a $2,255,000 Freddie Mac supplemental loan on an existing $7,500,000 loan for a 80 unit multi-family asset in Los Angeles, California. 
 
– October 18: Closed the disposition of a $12,300,000 commercial showroom in Culver City, California.
 
– June 8: Closed the acquisitions and syndications of Granite Ridge and Pacific Pointe LIHTC assets with 160 units in Stockton, California.  
2016

2015

– Formed five family limited partnerships funded with over $65,000,000 in commercial real estate assets and privately held businesses. 

– December 17: Closed the acquisition and syndication of a $5,200,000 LIHTC property near Dallas, Texas. 
 
– September 19: Closed the acquisition of a 19th century building with seller financing in downtown Ventura.
 
– June 25: Closed an $11,000,000 Fannie Mae refinance of a 164 unit affordable housing project in Compton, California. 
 
– June 24: Closed an acquisition and syndication of a 40 single family home portfolio in Marrero, Louisiana. 
 
– May 9: Closed a $14,000,000 acquisition and syndication of a multi-family property in New Orleans, Louisiana with a $10,556,000 Fannie Mae loan.
 
– March 26: Moderated the real estate market forecast panel at the Skirball Center for the Pepperdine Estate Planning Network.
 
– January 17: At the Pepperdine University Charitable Giving Techniques Conference presented on “How to Avoid California Property Tax Reassessments.”
2015
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