WHY

Why do you build?

How is it important?

What do you leave behind?

These are important questions to us.

As a boutique developer we advise, manage and invest in a variety of small scale real estate development projects, hospitality businesses and investment properties. Our overriding objective is to create environments that lift communities, build long lasting value and leave a meaningful positive legacy. We believe in working toward a more incremental and generative real estate model that, over time, can transform the neighborhoods and communities we call home. We love where we live and feel a sincere obligation to try and improve it.

Over 15 years experience developing mixed use coastal communities now informs how we approach small scale projects in our own neighborhood. We are committed to developing unique, next generation properties while being responsible stewards of our precious resources. Our passion is creating real estate ventures that spur innovation, challenge conventional wisdom and generate meaningful, long lasting value for all stakeholders.

We bring a decision making framework that is market driven, consumer centric and focused on community development. Our S.A.V.E. principles serve as guideposts for the development process and ensure we partner, plan and deliver unique projects that will give back for generations.

ADVISORY SERVICES

We trust in the power of true collaboration. While we have a point of view, we also possess an open mind and continually question what should be built, rather than what can be built. Working with us means you will have a partner that genuinely seeks out, considers and incorporates input from all stakeholders. We roll up our sleeves and work with our partners to build a place worthy of admiration.

Market Research – we adhere to the mantra of be “competitor aware and customer focused”. Our market research will help you identify trends in customer needs and areas of opportunity that are not being addressed by the competition.

Feasibility Studies – we will help you determine the viability of starting an innovative new development, entering a new market or making a real estate investment. Our focus on risk management means we place emphasis on identifying potential problems and seeking out appropriate mitigation strategies allowing you to take on positive asymmetric risk.

Financial Modeling – our extensive experience in creating financial models help clients take complex, multifaceted ventures and turn them into understandable financial opportunities. From discounted cash flow analysis to pro forma financial statements and more, we have built financial models used on both Wall Street and Main Street to value and analyze investment opportunities.

Development Strategy – combining site characteristics, community development objectives and a consumer focused approach is the basis for our strategic development planning. Our objective is to partner with stakeholders to create a hyper-relevant development plan where product mix, amenities, infrastructure and programming are appropriately designed and phased to exceed consumer and community expectations, respect the environment and meet the projects financial goals.

Project Management – our network of experienced project managers have worked on multi-million dollar mixed use developments, big box store renovations, timber harvesting and sales, agricultural enhancements, and environmental restoration projects.

Project Repositioning – customers desires, tastes and preferences are continually evolving while real estate product cycles are notoriously slow. We help developers reconcile these gaps and fuel transformational shifts to market relevancy as well as financial and ecological sustainability.

Strategic Marketing – most companies work extremely hard to prove their value proposition through their marketing. We believe customers want to identify with a company’s purpose, cause or belief. We help clients distill their voice, define their values and discover the reason their project or business will inspire customers to purchase.

INVESTMENT SERVICES

Our Philosophy:
We believe in radical transparency and treat investor capital as our own. Our investments are generally small in scale and leave an outsized positive impact on the community. We are particularly enthusiastic about rural developments that serve to limit suburban sprawl, improve quality of life and result in smaller footprints. We believe in protecting precious open space and preserving our agricultural heritage with creative vision and innovation with a goal to unite built and natural environments.

Reach Out:
We are always interested in meeting people and learning about investment opportunities that share our philosophy and investment objectives. Developers, creators and dreamers who decide to partner with us do so because we share their values, respect their point of view and honor our commitments. If this resonates with you, we would love to hear from you.

Contact Us here.

OUR WORK

The following are our clients and projects on which we have made an impact, either through providing advisory services or via a direct or indirect1 financial investment.

Advisory Services
Azul de Cortez – www.azuldecortez.com
Cap Cana – www.capcana.com
Playa de La Paz – www.playadelapaz.com
Las Huertas
The Agency Development Group – www.theagencyre.com
One Beverly Hills – www.onebeverlyhills.com

Yerba Buena Island
September Ranch
Bitterroot Legacy, LLC

Investments
WJ Investments, LLC
North 40 Holdings, LP
J&R Ribs Costillería S de RL de CV
J&R Franquicias S de RL de CV
Real West, LLC
Woodchuck Farms1
Bitterroot Legacy, LLC1
Schroeder Ranch1

1 Indirect investment is a an investment via a sister company in which our principles are general or limited partners.

S.A.V.E.

Our SAVE development framework is based on the guiding principle that smart growth has great potential for community development, environmental conservation, and wealth creation. SAVE helps ensure that our projects bring ecological, social and economic vitality to the communities where they are located.

Small Scale & Sustainable: deliver ecological, social and economic vitality in a small footprint

Values Based & Value Driven: everyone deserves access to quality design and responsible development

Authentic & Affordable: placemaking that embraces the surroundings and enhances personal well-being

Enrichment & Experiences: create enriching environments that people love to experience

CONTACT

We are always interested in meeting people and learning about investment opportunities that share our philosophy and investment objectives. Developers, creators and dreamers who decide to partner with us do so because we share their values, respect their point of view and honor our commitments. If this resonates with you, we would love to hear from you.

  • Tell us a little about yourself

BUILD A MEANINGFUL LEGACY