Real Estate
Private Equity
Real Estate
Carmel Capital is focused on opportunistic and value add real estate investments. We seek value add opportunities where an asset has been neglected by design, or the current owner lacks capital or sophistication to improve the property and maximize value. Irrespective of the asset we only select those opportunities that offer a prudent mix of risk and return. Our default is to always favor capital preservation over return.
67th Street – San Diego
| Purchase Date | 02/10/2017 |
| Investment Type | Value Add |
| Description | 15 unit – multi family |
Chamblee - Atlanta
| Purchase Date | 05/24/2017 |
| Investment Type | Yield |
| Description | 20,000 sq. /ft. – creative office |
Art Block – San Diego
| Purchase Date | 07/14/2017 |
| Investment Type | Value Add |
| Description | 142,600 square feet – creative office. |
Saranac – San Diego
| Purchase Date | 01/19/2018 |
| Investment Type | Value Add |
| Description | 68 unit – multi family. |
Sawgrass – Ft. Lauderdale
| Purchase Date | 05/22/2018 |
| Investment Type | Yield |
| Description | 153,188 square feet of office. |
45th Street - Denver
| Purchase Date | 06/28/2018 |
| Investment Type | Yield |
| Description | 54,500 sq. / ft. - industrial |
Pinewood – Las Vegas
| Purchase Date | 02/07/2019 |
| Investment Type | Value Add |
| Description | 208 units – multi family. |
Self Storage - Boise
| Purchase Date | 03/22/2019 |
| Investment Type | Value Add |
| Description | 2,276 self storage units / 4 properties |
Self Storage – Boise II
| Purchase Date | 09/16/2019 |
| Investment Type | Value Add |
| Description | 1,094 self storage units / 2 properties. |
Premier - Dallas
| Purchase Date | 11/25/2019 |
| Investment Type | Yield |
| Description | 457,981 sq. / ft. of Class A office. |
Private Equity
Carmel Capital focuses on private equity opportunities where we can provide either growth or transition capital. Growth investments provides capital to a company that does not have the internal cash flow to execute its growth plan. Transition capital is provided when an existing owner seeks to sell all or a portion of his ownership interest. We believe the benefits of private equity include enhanced returns, increased diversification, and the ability to invest in private companies at valuations below those we might find in similar publicly traded companies.
Quantum Restaurant Group (QRG)
Quantum Restaurant Group is the fifth largest Little Caesars franchisee in North America, and operates 59 stores in five states. An initial investment was made in 2017 with the acquisition of 45 stores, and a follow-on acquisition of 14 additional stores occurred in 2019. Our goal is to continue to expand QRG through both new store construction and additional acquisitions. QRG’s corporate headquarters are located in Chattanooga, TN.
Fulcrum Building Group (FBG)
Fulcrum was formed in 2019 with the acquisition of two lumber, building, material (LBM) suppliers located in the Destin / Ft. Walton Beach area of North West Florida. Fulcrum serves custom home builders and the repair/remodel market from Panama City, FL to Navarre, FL. The LMB market is highly fragmented and FBG has established a strong platform from which it can consolidate the market in the Florida Panhandle area.
Carmel Capital Partners is an SEC registered investment adviser. Carmel's investment advisory services are available only to residents of the United States in jurisdictions where Carmel is registered. Nothing in this material should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results.
Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance.
General Disclaimer: The information provided represents the opinion of Carmel Capital Partners and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.
Carmel Capital Partners and their representatives do not provide legal advice. Your tax, legal and financial situation is unique. You should consult your legal advisor for advice and information concerning your particular situation.
Pursuant to the Securities Exchange Act of 1934, Carmel Capital Partners must provide clients with certain financial information.