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

Lynn Jerath

FOUNDER & PRESIDENT

Alexander Driessen

VICE PRESIDENT OF INVESTMENTS

Glenn Cardell

ASSET MANAGEMENT ASSOCIATE

Kim Goldman

OPERATIONS MANAGER

Yvonne Cao

EXECUTIVE ASSISTANT & OFFICE MANAGER

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.

44 years

in real estate

$12.7B

in transactions

OUR CORE VALUES

Belief
Excellence
Ownership Mindset
Win-win Outcomes
Bravery
Trustworthiness

OUR WORK

HIGHLIGHTS

Our people

Explore the Many Facets of Citrine

Want to learn more?

Investment Advisory with an Owner’s Mindset

Citrine’s expert investment advisory helps maintain and enhance property value.

Property turnarounds
Complex value enhancement projects
Joint venture and other contract negotiations
Refinancings
Loan workouts
Capital stack reformation
Selecting and changing on-site management
Selecting and changing third parties including accountants, lawyers, and construction managers
Unique circumstances such as conversions
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

PROPERTY TYPES

Senior Housing
Multifamily
Hotel
Retail
Office
Industrial
Manufactured Housing
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

Across the U.S.