About Us

About Us

Investment & Advisory Firm

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-five 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 $7.2 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 hundreds of articles, given many webinars and is a frequent speaker on the commercial real estate industry and corporate finance.