• We believe that return on relationships is just as important as return on investment. To successfully achieve the latter, we create solutions that put people first, preserve capital, and maximize property values.
• We diligently manage business and financial risks so as to preserve investor capital. This inspires trust and confidence in our ability to maximize returns on investment.
• Our industry has inherent risks, and every transaction presents its own unique set of challenges. Implementing the best strategy requires thorough analysis and evaluation of the investment. Our team of talented professionals brings decades of real estate knowledge and experience in acquisition and development; banking, asset management and property management.
• We are respectful and responsible members of our local community, and we continuously strive for excellence in demonstrating principled industry leadership.
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Ward B. Ozaeta,
President, CEO
In February 2008 I was flying back to San Diego, California from South Carolina, after viewing a 200-acre residential parcel that the principals wanted to sell. |
I was also working with the principals of a high-end residential development in Palm Springs to restructure and recapitalize their project; so I was focused on identifying exist strategies that would provide the best solutions for the principals, investors, and lenders; that also created the possibility for the successful completion and sale of the project.
If you can think back to the 1st quarter of 2008,(I know, it seems like a feint memory), everyone would agree that investors, and lenders were running away as fast as possible, from residential or land development projects—especially in California; one banking professional referred to them with a ‘four letter word’. So what was I doing? Why was I wasting my time? |
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