Decades of Experience.
Hundreds of Properties.

Our Managing Partners have acquired, renovated, and exited hundreds of investments across major U.S. markets including San Francisco, Chicago, Los Angeles, and Ohio.

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SF Market Experience

San Francisco has limited supply, steady rent growth, and regulatory rules that most investors avoid. We know the code, the cycles, and the upside.

SF Market Experience

  • Decades of local experience navigating SF’s famous peaks and valley cycles.

  • Proven execution through 1990s and 2008–2017 rebounds (tripled equity twice across 1,500+ units and 28 buildings).

  • Real Company’s local expertise delivers strong results in a complex market.

  • $1.16B in sales (1992–2024) with 23.97% AAR (Unlevered) and 1.66x EM (Unlevered).

Results From a Disciplined, Value-Add Strategy

  • Thousands of units repositioned across multifamily, office, and mixed-use assets.

  • Proven performance through multiple market cycles, including 2020.

  • Up to 3x equity multiples and 50%+ IRR on select deals.

  • $100M+ in gross profit generated.

  • Diverse experience: coliving, office, mid-term rentals, infill, redevelopment.

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View San Francisco Thesis

548 Market Street, Suite 17237
San Francisco, CA 94104

SF Market Thesis

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