12
California Real Estate Opportunities Please contact Lucinda Halley, M.B.A Broker Associate/REALTOR ® (562) 884-0767

California Real Estate Opportunities

Embed Size (px)

Citation preview

California Real Estate Opportunities

Please contact

Lucinda Halley, M.B.A

Broker Associate/REALTOR ®

(562) 884-0767

Lucinda Halley, M.B.A.Acquisitions, Dispositions & Asset Management

M.B.A., University of Southern California, 1982

B.S., Accounting (cum

laude), Georgia State University, 1979

Past Projects includeOffice Towers & Apartments:

801 Tower, Los Angeles (435,800 square feet)

Island Reach Apartments, Boynton Beach, Florida

(280 units)

Milwaukee Center Office Tower (375,000 square feet)

Past Projects includeMulti-Tenant Industrial Parks:

Tustin Business Center

Lambert Palm Industrial Park

Spectrum Business Center

Past Projects include Office Buildings & Shopping Centers:

4000 Alameda Building, Burbank, California Palm Court, Irvine, California Cornerstone Shopping Center, Phoenix,

Arizona 15678 Greenway-Hayden Loop, Scottsdale,

Arizona Xerox Office Building, Santa Ana, California And many others

Investment Objectives:

Income through property cash flow Regular cash return Retirement income

Tax savings Equity growth through mortgage reduction Capital appreciation

Protection of purchasing power Diversification

Safety of principal

Strategy: Add Value

Tustin Business Center Updated color

scheme Improved

landscape Repaired

driveways

Strategy: Add Value

Spectrum Business Center Improved

landscape Changed sign

style & added awnings

Changed name to match retail neighbor

Creative Endgames to Increase Earnings:

Split and Double Control Portfolio Growth Through

Diversification Exercising Risk Control Using Teams to Help Control the Portfolio Using Options Developing Real Estate for Profit

Investor Qualities

> ¥100,000,000 net worth

OR

> ¥ 20,000,000 per year

Investor Qualities

Investment time horizon > 5 years

Investor Qualities

“Accredited” any natural person whose individual net worth, or joint net

worth with that person's spouse, exceeds $1 million (approximately ¥100,000,000) at the time of purchase; OR

any natural person who had an individual income in excess of $200,000 (¥20,000,000) in each of the two most recent years or joint income with that person's spouse in excess of $300,000 (¥30,000,000) in each of those years and who reasonably expects reaching the same income level or greater in the current year.

Time horizon of intermediate length: 5 - 12 years