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​As investor and advisor, we focus on one asset class: Real Estate; and as real estate specialists, we can deliver end-to-end strategies through value-creating activities to benefit investors, property owners and users of real estate as development partner, investment sponsor, capital advisor or service provider.

Principal Investments

Investing our own capital in development, direct real estate acquisition and commercial real estate-backed debt through partnerships, joint ventures and co-investment structures

Capital Solutions

Offering companies, institutional and non-institutional property owners and other businesses capital markets, corporate finance and sophisticated transaction advisory services

Real Estate Advisory

Providing professional asset level due diligence, asset management, project and construction management, underwriting, brokerage, and pre-development services

​Our firm pursues real estate principal investment and financing strategies focused on quality assets, pricing discipline, generation of alpha though active involvement and enhanced asset operations, long-term growth, attractive risk-adjusted returns and inclusive-success. As an independent sponsor, we bring together like-minded capital for specific investments and provide necessary deal support with operational resources.

EXPAND to read about our general investment criteria.

Healthcare

Commercial

Bridge Lending

Special Situation

Healthcare

​TRANSACTION SIZE: $5MM or Greater
STRATEGIES: Value-Add; Sale-Leaseback; Development; Build-to-Suit
​OCCUPANCY: Minimum 65% at Close of Transaction      
OWNERSHIP: Sponsor; Co-GP Investments; Joint Ventures (JVs)
ASSET TYPES: On-Campus; Campus-Adjacent 
GEOGRAPHY: CA; WA; AZ; NV; NM; TX; FL

Outpatient Medical

Mission critical assets occupied by tenants operating within the rapidly growing, yet defensive, U.S. healthcare industry

Commercial

​TRANSACTION SIZE: $10MM or Greater
INVESTMENT STRATEGIES: Development (Unentitled Land, Entitled, Adaptive Reuse, By-Right)
OCCUPANCY: Covered Land Plays
OWNERSHIP: Sponsor; Co-GP Investments; Joint Ventures (JVs)
TYPES: Urban Infill; Mixed-Use; Transit Oriented (TOC or TOD)
GEOGRAPHY: Southern CA

Multifamily & Commercial

High-profile opportunities to develop urban infill transit-oriented new mixed-use assets within vibrant communities

Bridge Lending

​TRANSACTION SIZE: $1MM or Greater
STRATEGIES: Acquisition Financing; Renovation; Recapitalization; Debt Payoff; Partner Buyout - Multifamily, Commercial, Healthcare
TERMS: First Lien Deed of Trust; Max 65% LTV; 1 to 3 Years; 6 to 12 Month Extensions
TYPE, INTEREST & FEES: Non-Recourse or Limited Recourse; Fixed Rate; Interest Only; Market Fees
GEOGRAPHY: California
​Note: Actual terms may significantly vary and will be tailored to each transaction

Bridge or Short-Term Debt

Limited-term assets-backed financing with attractive yields and significant downside protection based on as-is in-place values

Special Situation

​TRANSACTION SIZE: $5MM or Greater
INVESTMENT STRATEGIES: Pre-Foreclosure; Non-Performing Loan; Performing Loan Purchase; Bank Owned REO
ELIGIBLE PROPERTIES: Multifamily; Office; Medical-Office; Outpatient Healthcare; Light Industrial and Warehouse; Self Storage; Cold Storage
GEOGRAPHY: California

Special Situations

Acquisition of vintage under-managed, pre-distressed or distressed opportunities to generate attractive risk-adjusted returns

COLLAPSE to close section.

We appreciate transaction referrals from brokers, investment bankers and finders and typically compensate via a negotiated referral fee at closing for transactions that have not been previously evaluated by our team. 

Contact:
acquisitions@ploutusadvisors.com
(424) 274-3561
​Adnan Tapia | John Anderson | Shelby Kidman |​ Michael McDonald

Real Estate Services

​Providing guidance throughout the investment lifecycle, we offer real estate investors bespoke structuring, financing and execution capabilities including turnkey advisory services encompassing a broad range of activities such as: planning and implementation of specific direct investment strategies; performing underwriting, due diligence and asset evaluations; procuring and structuring joint ventures and partnerships; sourcing flexible capital solutions; and advising on wealth preservation, income generation and growth of generational assets and related holdings.

Partnership. Collaboration. Transparency.

Bespoke Services

​Vertically integrated capabilities in a one-stop setting to ensure our investors and clients find the exact opportunity to fit their desired investment needs.

Create Plan

Crafting acquisition or investment criteria based on the client's investment return metrics while optimizing alignment of interest and maintaining desired control.​

Source - Screen

Leveraging our broker network and other sourcing channels to procure opportunities, perform underwriting and due diligence, and close the transaction.

Structure - Fund

Offering equity and debt capital raising needed to fund the transaction; with entity formation and tax structuring offered through Ploutus Advisors Tax Corp.

Operate

Managing the day-to-day property management needs of the asset including project or construction management, leasing and vendor management.

Manage

Providing asset management including strategic decision-making and execution of capital improvement programs, future recaps or refinancings.

Report - File

Overseeing all investment reporting, transaction accounting, bookkeeping and periodic tax filings offered through our affiliate, Ploutus Advisors Tax Corp.

Liquidate

Providing proactive management with timely recommendations based on market conditions to maximize returns via optimal exit.
​

WHY US
​

In-house expertise.

Deep relationships.
​
Institutional experience.

Leasing and brokerage: Ploutus Advisors Inc, CaDRE Lic: 02032728
Tax and bookkeeping: Ploutus Advisors Tax Corp