External CIO
Caldera provides independent, strategic, real estate growth advisory to:
- International & US based family offices
- Ultra High Net Worth Individuals
- Institutional private equity companies
We deliver all the functionality, analytics, control, impartial advice and access to real estate a top-class, full time CIO and asset management team would bring, at a fraction of the cost
Strategy & Growth
Create a risk adjusted real estate investment strategy based on Client return expectations
Acquisitions
Implement investment strategy by sourcing acquisition opportunities
Due Diligence
Conduct independent, thorough due diligence including detailed financial analyses to identify and mitigate risks before the investment decision
Finance
Source and / or close equity and debt financing with direct capital relationships or lead third party equity / debt placement processes
Structuring
Creatively structure each deal with the right capital stack according to Client needs, risk tolerance, return expectations and timeline
Dispositions
Initiate and lead the marketing process of a disposition including third party broker selection, bid collection and evaluation and buyer contract negotiations
Development
Orchestrate the development process by assembling and leading the appropriate development teams / professionals from initial schematics through approvals, permitting, construction and sales / leasing
Asset Management
Establish and implement portfolio objectives for cash flow & value enhancement, prepare annual capital & operating budgets / business plans, provide institutional reporting and ESG compliance
Years Of Principal
Side Experience
$2 BILLION
In Closed Transactions,
Developments And Financings
Caldera
Difference
- No Conflict of Interest
- Confidentiality & Exclusivity to avoid conflict of interest
- Open Communication
- Constant communication and transparent reporting
- Solution Oriented
- Adaptable and fact-based work process that is geared towards problem solving and honest recommendations to ensure ultimate client satisfaction
- Dedication
- Undivided attention and personal involvement from Mr. Tavsanoglu, a former chief investment officer, in every step throughout the process
- Investment Expertise
- Strong investment experience on the principal side, never as an intermediary
