Real Estate
Investment Management
Services
Family offices, lenders, and/or institutional owners hire Citrine to place capital in customized real estate opportunities as well as adeptly manage their existing real estate investment portfolios.
YOUR TRUSTED STRATEGIC PARTNER
The increase in interest rates has created extraordinary challenges in the real estate capital markets.
This has been compounded by a difficult operating environment, further impacting property values.
The industry is now navigating operating headwinds such as debt unavailability, shrunken buyer pools, labor challenges, and increasing real estate taxes and insurance costs.
Success in this climate demands active investment management - including focus, expertise, and nimble responsiveness.
The Challenge
Citrine's dedicated team brings comprehensive real estate expertise boasting a national network and experience with diverse property types across all U.S. geographies. We stand as masters of real estate investment across multiple market cycles. Our meticulous approach to asset management coupled with an owner's mindset in investment advisory ensures your investments not only endure but thrive. We prioritize the security of your financial assets. Your business matters deeply to us.
Citrine as the Solution
The Dedicated Citrine Team
Our team combines the best of institutional wisdom and entrepreneurial innovation, where each member's distinctive expertise amplifies our collective capabilities. Explore the individuals who make Citrine a symbol of competence and dedication.
47 years
in real estate
$12.7B
in transactions
OUR CORE VALUES
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Belief
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Excellence
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Ownership Mindset
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Win-win Outcomes
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Bravery
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Trustworthiness
Investment Advisory with an Owner’s Mindset
Citrine’s expert investment advisory helps maintain and enhance property value.
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Property turnarounds
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Complex value enhancement projects
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Joint venture and other contract negotiations
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Refinancings
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Loan workouts
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Capital stack reformation
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Selecting and changing on-site management
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Selecting and changing third parties including accountants, lawyers, and construction managers
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Unique circumstances such as conversions
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Dispositions
CITRINE SPECIALIZES IN:
We are committed to financial integrity using a proven accounting and cash management framework with rigorous checks and balances.
CYBERSECURITY
Citrine employs a third party IT consulting firm to fortify our defenses and secure all financial data.
CASH TRANSFER PROTOCOL
We always verbally confirm wire transactions and restrict access to authorized staff for banking and confidential information.
FINANCIAL OVERSIGHT
We utilize both in-house and third-party accounting professionals to optimize financial management.
Safeguarding Your Financial Assets
UNWAVERING COMMITMENT
We are dedicated to helping you achieve your goals.
CONFIDENCE + PEACE OF MIND
Our team of experts is committed to ensuring your success, and we manage your portfolio as if it were our own.
A UNIQUE OFFERING
We are one of a select few who offers real estate investment management to third party clients.
Your Business Matters
A DEDICATED TEAM
Responsive, driven, and focused on exceptional client service leading to successful, trusting, and transparent relationships with our clients and operators
PROVEN PROCESS
Process oriented and active approach to asset management and value enhancement
ASSET MASTERY
Hands-on approach, which increases financial stability by gaining an intimate understanding of each asset and its operating team
FREQUENT SITE VISITS
Firsthand insights into each property through frequent site visits
REPORTING
Periodic client meetings and financial reporting to fit the needs of each asset at each stage in its real estate investment life cycle
Meticulous Asset Management
Proactive, detail-oriented, and unwavering dedication to preserving and enhancing the value of your real estate investments
Applying three decades of investment experience, Citrine nimbly adapts to shifting macroeconomic factors and property-specific influences, ensuring success in an ever-changing landscape.
Mastery of Real Estate Investment
across Multiple Market Cycles
EXTENSIVE NATIONAL NETWORK
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Institutional real estate firms
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Asset-specific operators
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Local market insiders
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Brokers
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Lenders
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Owners
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Developers
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Lawyers
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Property managers
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Environmental consultants
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Market research consultants
PROPERTY TYPES
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Senior Housing
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Multifamily
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Hotel
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Retail
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Office
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Industrial
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Manufactured Housing
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Telecom Real Estate
Our Comprehensive Real Estate Expertise
Citrine’s real estate knowledge spans mulitiple market cycles, numerous sectors, submarkets, and property types. We apply our expertise to make the most innovating and compelling real estate investments.
OUR APPROACH
GEOGRAPHIC MARKET
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Across the U.S.