Investment Criteria

At Invest West we place a high value on relationships. We maintain strong working relationships with brokers, lenders, partners, tenants, and investors, all of which are equally important to us. Invest West is committed to ensuring successful and profitable relationships with all of our partners.

Acquisition of Assets

Invest West Financial Corporation has various platforms in which it is acquires assets and grows its portfolio. This strategy involves high barrier-to-entry locations with properties that are undervalued, underperforming, or need to be repositioned. Typically, these types of acquisitions have significant upside, and are commonly referred to as “value-added” or opportunistic projects. Invest West will also consider stabilized properties in select markets with high barrier-to-entry.

Hotels

Location: California coastal region

Product Type: Independent or re-branding potential, value-added select-service properties

Size: 30 rooms to 200 rooms

Price: $2.5 to $30 million

Debt Ratio: 65% loan to value

Syndication Size: $1.0 to $15 million

Target Yield: 7 to 10%

Stabilized Yield: 15 to 20% IRR (on 5-year look back)

Commercial

Location: California region and/or national markets

Product Type: Retail, Office, Multi-Family ΜΆ Invest West will consider portfolios of all sizes

Price: Minimum of $5.0 million

Type of Deals: Assets priced below replacement costs and offer upside potential, redevelopment and repositioning opportunities, projects with excess land and/or out parcels, multi-tenant and income producing, and developers requiring an equity investor or joint venture partner

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Areas of Interest