Summerhills Plaza

Location:  Citrus Heights, California

Description:  123,000 sf value-add investment

Investment Strategy: Completed successful value-add strategy for this grocer-anchored retail center by:

  • Negotiated long term lease extension/store improvement with Raleys Supermarket as anchor
  • Added new Dutch Bros. Coffee drive thru store in a new pad location within center
  • Completed expansion of Dollar Tree and Round Table Pizza stores pursuant to lease extensions
  • Sold individual exterior parcels separately at advantageous pricing
  • Sold balance of shopping center at end of Yr. 4 of investment

Esporta Fitness

Location:  Orlando, Florida

Description:  New 37,000 sf fitness facility

Investment Strategy: Develop state of the art fitness facility pursuant to 18 yr. fixed term lease with LA Fitness.  Hold or sell as a net leased investment property.

Lake Mac Apartments

Location:  Orlando, Florida

Description:  New 275 unit lakefront residential community proximate to western entrance to Disneyworld.

Investment Strategy: Obtain entitlements and permits to develop, build and lease apartments, then hold or sell as a stabilized multifamily community.

University of Evansville Student Housing Development

Location:  Evansville, Indiana
Description:  New 293-bed residence hall in center of campus, demolished two older buildings

Strategy:  Design/build for private university self-financed on campus housing.  Groundswell equity investment not required; development agreement only.  Second project currently in planning:  Off campus Junior/Senior/Graduate Student Apartments/Retail Development.