Spear Has Launched Her Own Practice
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Latest Bay Area Stories
LTC REIT Acquires Private-Pay Seniors Housing in Morgan Hill
JLL Capital Markets completed the sale of Loma Clara, an 89-licensed-bed, Class An elders housing neighborhood in Morgan Hill, for a concealed quantity. Senior managing director Aaron Rosenzweig and Senior director Dan Baker marketed the residential or commercial property on behalf of the seller, Steadfast Senior Living, and obtained the purchaser, LTC REIT. The purchaser will keep as the ...
608K-SF Commitment is Largest Warehouse Lease in Northbay Market
Colliers set up a full-building lease of Interchange Logistics Center, a 608,251-square-foot circulation center situated at 5195 Fermi Dr. in Fairfield. The facility is the largest available storage facility and circulation structure in Fairfield and the lease to TricorBraun marks the biggest warehouse and distribution structure lease within the Northbay Market (Solano/Napa) in the past two years, ...
Latest Inland Empire Stories
CH Real Estate Secures Entitlements for $1.5 B Beaumont Development
CH Real Estate Partners (CHRP) has protected complete privileges for Beaumont Pointe, a 622-acre commercial and commercial development within the City of Beaumont. With an approximated cost of $1.5 billion at full buildout, the task involved a multi-year effort including complete CEQA compliance, a General Plan change, annexation into the City and Beaumont-Cherry Valley Water District ...
Walker & Dunlop Arranges Financing on Coachella Master-Planned Development
Walker & Dunlop, Inc. has arranged a $160-million loan for a master-planned neighborhood found in Rancho Mirage within Coachella Valley. The loan has a $27-million re-advance element for overall proceeds of $187 million. Walker & Dunlop Capital Markets, led by Sean Reimer, Aaron Appel, Jonathan Schwartz, Keith Kurland, Adam Schwartz, Dustin Stolly, Ari Hirt and Christopher de Raet, recommended the borrower, EC Rancho ...
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Latest Los Angeles Stories
IPA's Green, Grabiec and Harris Close Monrovia Apartment Sale
Institutional Residential Or Commercial Property Advisors (IPA), a division of Marcus & Millichap dedicated to serving the company's institutional clients, announced today the sale of Oak Park, a 156-unit multifamily residential or commercial property in Monrovia. IPA's Kevin Green, Joseph Grabiec and Gregory Harris represented the seller, Goldrich Kest, and procured the buyer, a personal multifamily financial investment firm "One of only four 100-unit multifamily communities ...
Digital Creative Agency Adds Second Building to Culver City Campus
JLL represented UNFOLD in the $11-million acquisition of a 13,110-square-foot ultra-creative office complex located at 11811 Teale St. in Culver City from Therapy Studios. UNFOLD likewise owns a surrounding building at 11801 Teale St. The addition of this new building will enable the company to develop a campus environment for its team. UNFOLD is an award-winning digital ...
Latest Orange County Stories
Northmarq Arranges $109M Freddie Mac Financing on SoCal Apartments
Northmarq's Newport Beach Debt + Equity team led by Alex Kane, Joe Giordani, Brendan Golding and Alvin Cao arranged funding for a $109-million portfolio featuring three multifamily neighborhoods in Orange and Los Angeles Counties. The group arranged financing on behalf of the borrower, Advanced Real Estate, through a correspondent relationship with Freddie Mac. All 3 deals were structured on 10-year terms with 8 ...
Elion Makes Buena Park Warehouse Buy from AEW
Cushman & Wakefield arranged the sale of 2 commercial buildings amounting to 274,170 square feet at 6250 and 6270 Caballero Blvd. in Buena Park. The firm's Jeff Chiate, Rick Ellison, Matt Leupold, Aubrie Monahan and Jeff Cole represented the seller, AEW, and procured the purchaser, Elion. A Cushman & Wakefield Equity, Debt & Structured Finance group, ...
Latest San Diego Stories
Lincoln Residential Or Commercial Property, Brasa Acquire Kearny Mesa Industrial for Rebranding
Lincoln Residential Or Commercial Property Company and Brasa Capital Management completed the $26,250,000 acquisition of Spectrum Tech Center, a prime industrial and flex residential or commercial property situated at 4820 Overland Ave. and 9112 Spectrum Center Blvd. in the Kearny Mesa submarket of San Diego County. The new owners will rebrand the residential or commercial property as Spectrum Logistics Center and strategy restorations and potential enhancements. "This transaction highlights both ...
Holland Partner Group Sells New-Build Apartments in Off-Market Deal
CBRE arranged the off-market sale of Folia, a 342-unit multifamily residential or commercial property at 12520 Camino Del Sur in San Diego, to an undisclosed buyer. CBRE's Rachel Parsons, Derrek Ostrzyzek, Mike Murphy and Kenji Thomas represented the seller, Holland Partner Group. "The sale of Folia exhibits the kind of rural Southern California core house item that investors extremely look for after," stated Parsons. "Its effective sale is a ...
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$170M FA Joins Osaic from Commonwealth
Financial consultant Joelle Spear, who manages about $170 million in properties under administration, has joined Osaic Wealth from Commonwealth Financial Network. Spear has released her own practice, Farmingham, MA-based Spear Wealth Management, and has actually signed up with IFG, an Osaic office of supervisory jurisdiction, the firm said. She was formerly a partner and monetary advisor at Commonwealth ...
MSCI, PNC Bank Partner to Deliver Digital Wealth Management Capabilities
MSCI Inc. and PNC Bank have entered into a strategic collaboration to equip PNC's financial consultants with MSCI Wealth Manager, an all-in-one digital platform that incorporates portfolio building, model management, advanced analytics, and client proposal generation. Built on MSCI's multi-asset class (MAC) threat model, MSCI Wealth Manager enables advisors to quickly examine portfolio dangers by ...
Merit Acquires $225M Florida Team Focusing On First Responder Clients
Merit Financial Advisors has acquired a specialized group from Second Half Financial Partners, LLC, adding $225 million in customer properties and developing its fifth Florida workplace. The Sebring-based group concentrates on supplying financial investment and retirement techniques for Florida's very first responders, including firefighters and police specialists. Mike Fitch, senior partner and bulk owner of Second ...
GoalVest Equity Capital Secures First Close for $50M Growth Fund II
GoalVest Equity Capital, the equity capital arm of GoalVest Advisory LLC, has actually completed the very first close of its GoalVest Venture Growth Fund II, targeting a total raise of $50 million. With participation from roughly 60 minimal partners, the initial close reflects strong investor self-confidence in GoalVest's disciplined approach to growth-stage investing and its ability to ...