About Us


We are a California Bay area based real estate investment, financing and advisory firm that serves investors, developers, institutions, financial organizations and owners nationwide. Each of our principals has more than thirty years of experience in commercial real estate, finance and investments.

We provide hands-on experience for your real estate project, portfolio and company. We pride ourselves on excellent execution and service.

Joseph J. Ori, our President and Chief Executive Officer, has completed more than $4.2 billion in real estate investment transactions including financings, sales and dispositions, investments, corporate capital, securitizations and advisory services.

We are experienced in REITs and all property types including; office buildings, industrial properties, shopping centers, apartments, land, hotels and senior housing complexes.

Mr. Ori has authored seven one-hour PowerPoint webinar presentations on Corporate Finance (6) and Commercial Real Estate (1) for education and training in conjunction with www.illumeo.com . These presentations are eligible for continuing professional education credit.