Managing Director

Andy La Dow
Regional Managing Director
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Media Contact

Kristen Kelley
Regional Marketing Manager
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San Diego Region

San Diego - Central
4350 La Jolla Village Drive
Suite 500
San Diego, CA 92122
Main: +1 858 455 1515
Fax: +1 858 546 9146

San Diego - North
5901 Priestly Drive
Suite 100
Carlsbad, CA 92008
Main: +1 760 438 8950
Fax: +1 760 438 8925

San Diego - CIVAS
9820 Willow Creek Road
Suite 300
San Diego, CA 92131
Main: +1 858 860 3800
Fax: +1 858 860 3900

Capital Markets

Capital Markets - Investment Strategy

Your real estate investment advisor is your strategic partner in achieving your financial goals. Capital market investments vary widely in returns, risk profile, the amount of hands-on attention required, development potential and liquidity. Therefore our first step in any engagement is to fully understand your objectives and requirements for an investment property. 

We collaboratively build an investor profile based on your resources and requirements to ensure you see every suitable investment opportunity within your defined geographic target area. Then we pre-qualify each investment using financial modeling of projected performance and historical market data to calculate its current and potential value.

Capital Markets - Acquisitions and Due Dilligence

Once a potential investment property is identified, we work through the property’s documentation to understand current and future contracts and obligations, risk scenarios based on lease expirations and deferred maintenance, and a thorough assessment of the property’s current management and performance. 

Our valuation team brings fast, accurate, well-supported documentation to justify current property values, and we also take a big-picture look at market dynamics and how issues such as government regulation, infrastructure development and new construction can affect long-term values.  

We also use lease auditing to uncover and capture potential revenue streams, which have proven to be game-changers for many of our investors by boosting the property's net operating income.

Our capital market service professionals work with a skilled team of property managers to elevate a property's value and increase its return on investment. We work closely with experts in leasing, property management and project management to bring insight to this process, such as:

  • assessing whether improvements could save energy and reduce operating costs,
  • exploring whether changing vendors or services could improve tenant satisfaction, and
  • ensuring your property remains at the top of its competitive set to retain and attract tenants.

Capital Markets - Disposition

Capital market professionals not only help you sell your property, but also help you determine the best time frame and process for this major financial move, taking into account potential tax ramifications and the market cycle to generate the strongest interest in your property. 

Our disposition strategy is twofold: meeting your sale objectives, and targeted marketing.

First, we take into account your requirements for timing the sale, and your related objectives for placing the proceeds of the sale in other investments or another property. We supply in-depth market data to develop a competitive price based on your value target, and we determine an acceptable level of risk associated with various buyers to ensure your interests are protected in the purchase and sale agreement. 

By planning a disposition strategy around these elements—speed, price and risk—we weed out unqualified buyers, reduce the possibility of retrades and capitalize on the strongest market demand. 

Next, we create a go-to-market strategy that offers large-scale exposure through proprietary databases and distribution channels, minimizes disruption to current tenants, and includes a segmented approach to focus the highest-impact marketing techniques on the buyers who are most motivated and likely to pay the highest price.

Finally, our capital market specialists handle the negotiation and due diligence process to anticipate and overcome obstacles, carefully track documentation, and ensure the property's sale transaction closes on time.

Click here to see our investment broker directory.

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San Diego
4350 La Jolla Village Drive, Suite 500 San Diego, CA 92122 United States | Tel: +1 858 455 1515