Investment Portfolio

The Private Client Group, established in 2002, provides an opportunity for individual investors to own partial interests in institutional real estate with Capital and Counties USA, Inc.

General Strategy: To acquire well located, multi-tenant commercial properties with physical, locational and economic characteristics that support a consistent, predictable and growing income stream.

Investment Size: $7.5 million to $20 million. Properties may be subject to existing debt.

Product Type: Office, medical office, retail and mixed use.

Geographic Areas: Western United States with an emphasis on the San Francisco Bay Area, Sacramento Area, and Greater Los Angeles Area including Inland Empire.

Return Expectations: Initial Capitalization rates should be in the range of 7% to 9%. Unleveraged internal rate of return in the range of 8% to 12% based on conservative underwriting assumptions.

Holding Period: 5 to 10 years.

Evaluation: Generally able to give a preliminary indication of interest within one week of receiving information on the transaction. Minimal time required with respect to internal approvals.

Fees, Registration: Property offerings are registered upon receipt. Broker fees are paid when appropriate. Preference is given to properties with broker “control”. Statement of Policy Regarding Buy Side Representation

Contacts:

Turner Newton, President
Fergal McHugh, Senior Vice President
David Lynch, Director – Private Client Group

Capital and Counties USA, Inc.
100 The Embarcadero, Suite 300
San Francisco, CA 94105
Phone #: 415.421.5100
Facsimile #: 415.421.6021