At Montalvo Investments & Commercial, Dani Weiner's clients are offered the opportunity to participate in a wide range of commercial & residential real estate investments. For some, investing in commercial real estate is a good alternative to stocks and bonds.
Most investors are familiar with the different types of deal characteristics such as property type, tenant profile, and location often being at the top of the list. Dani assists investors with understanding the differences between deal characteristics and selecting a project that aligns with their investment criteria. This can be as simple as purchasing and holding an asset or as intricate as entitling or developing a new project from the ground up.
Commercial real estate investments can be divided into different segments that broadly categorize them based on various characteristics of the deal. These segments are often defined as Core, Value Add, and Repositioning Investments. Each of these investment philosophies lie at a different point on the risk vs. return spectrum, with core investments considered to be the least risky with the lowest expected return and Repositioning Investments offering the highest level of risk along with the highest expected return to investors.
Core Investments are considered to be the least risky because they often target stabilized, fully leased, secure investments. These include properties with long term leases in place to high credit tenants and Class A buildings in highly desirable locations. These buildings are typically well kept and require little to no improvements. Therefore, Core Investments generally do not experience significant appreciation in value but rather provide stable, predictable cash flow with relatively low risk. While core investments in commercial real estate are typically not as liquid as securities offered on an exchange, they are generally the most liquid real estate assets because they are stabilized, attractive, and marketable.
The Value-Add strategy positions investors to capitalize on previously untapped investments with the goal of providing the investor with attractive current income and value-add upside potential. Commercial real estate investments typically target properties that have in-place cash flow, but seek to increase that cash flow over time by making improvements or by repositioning the property.
Repositioning can include making physical improvements to the asset that will allow it to command higher rents, increasing efforts to lease vacant space at the property to quality tenants, or lowering operating expenses where possible. Once the investor has successfully increased the net operating income at the property, they typically seek to sell the asset to capture the resulting appreciation in value. It is important to understand the process and complexities of urban infill land development and property repositioning. It is this knowledge base that allows Dani to provide extraordinary representation to those seeking to sell, trade, or purchase property with a redevelopment focus.
Investors in commercial real estate should consider these different types of strategies and choose investments that match their preferences for investment timeline, relative level of risk and expected return. You can learn more about the different types of investment opportunities by contacting me.
Expertise is available in the following areas:
- Retail centers
- NNN properties
- Vacant and/or raw land property repositioning/conversion
- Development proforma analysis
- Market sales analysis
- 1031 differed tax exchanges
- Luxury Estates
- Horse and Ranch Properties
- Timber Land
- Property and land sales
- Entitled development sites
- Property with development potential
- Existing apartment and commercial buildings
- Property and land acquisitions
- Land assemblage
- Urban infill development
- Multi-family apartments-condominiums
- Mixed-use project