Proudly part of Keller Williams Beverly Hills

Invest

Invest in Southern California real estate with conviction.

Southern California is one of the deepest, most liquid real estate markets in the world — and one of the easiest to misjudge. We help investors deploy capital into the right asset, in the right submarket, at the right basis.

What We Do

A deliberate, investor-grade engagement.

Multifamily

5+ unit apartment buildings across LA, OC, IE, and San Diego with rent-control and value-add analysis.

Commercial & Retail

Net-lease retail, neighborhood centers, and mixed-use with credit-tenant analysis.

Industrial

Warehouse, logistics, and last-mile across the Inland Empire and South Bay.

Luxury Residential

Trophy assets in Beverly Hills, Bel Air, Malibu, and Holmby Hills held as long-term stores of value.

1031 Exchange

Replacement property identification within IRS 45- and 180-day windows.

Portfolio Strategy

Diversification, leverage, recycling, and tax-efficient hold structures.

Our Process

From first conversation to closing.

01

Thesis

Define return, risk, and hold criteria.

02

Source

On- and off-market opportunities curated to thesis.

03

Underwrite

Cap rate, IRR, stress tests, exit scenarios.

04

Execute

Acquisition, asset management referrals, and disposition.

Why CLI

Investment-first. Discreet. Decades-deep.

Investing in SoCal real estate is a decades-long game. We've been playing it for 30+ years and only present deals we'd buy ourselves. Discuss your investment thesis →