• Our Investment Strategy

    Lakeside is committed to generating attractive risk-adjusted returns by purchasing well-located, under-valued properties, improving operating performance, and by leveraging our capital markets expertise to maximize proceeds on sale.

    Deliberate Market Selection.

    We focus on urban property markets with:

    • Barriers to entry: new supply is constrained due to geographic, regulatory, and political constraints
    • Educated, skilled, and growing populations proximate to world-class educational and research institutions
    • A diverse and growing employment base located within commuting distance to major employment centers with access to efficient mass-transit systems
    Focused Property Identification.
    We identify under-valued properties facing challenges such as:
    • Poor marketing
    • Management problems
    • Deferred maintenance, environmental contamination, and legal disputes
    • Owners with limited time to sell
    Value-Enhancement & Risk-Mitigation Through Professional, Active Management.
    Lakeside leverages the expertise of its affiliate companies to enhance values in a number of ways including:
    • Raising property value through effective marketing, capital improvements, and tenant services
    • Negotiating improved rental rates by understanding leasing market conditions
    • Reducing operating expenses through efficient vendor management and justifiable system upgrades
    Appropriate Financing Strategy.
    With its capital markets expertise and relationships with real estate finance companies, Lakeside is able to enhance its investors’ returns by obtaining attractive mortgage financing terms.
  • Our Team

    James Kilpatrick

    President

    James Kilpatrick is President of Lakeside Investment Company, and also President of NAI Northern California, where he has built investment sales, leasing, mortgage banking, property management, and receivership teams in all major product types and overseen thousands of transactions. He has extensive experience consulting as an expert witness, is a sought-after speaker and was named by San Francisco Business Times "40 under 40" entrepreneurs to watch. He graduated from UC Berkeley with a degree in Economics and received his MBA from Wharton where he co-chaired the Entrepreneurship club. He is a dedicated husband and father and lives in San Francisco with his wife and two children.

    John Rivera

    Asset Property and Acquisitions Manager

    John’s role is to analyze and underwrite the acquisition of commercial real estate in the bay area. He manages the financial performance of each asset, the due diligence during acquisition and disposition, project management for rehabs and tenant improvements, and maintains positive relationships with our tenants and industry partners. John has over 20 years of experience in the industry, working in the L.A. and Bay Area Markets, and most recently with office buildings in San Francisco. Having graduated from Cal State Fullerton, John relocated from L.A. to the Bay Area and spends his free time with his family, working on fitness and continuing education in commercial real estate.

    Ian Ambidge

    Lakeside Intern

    Ian joined Lakeside Company in May 2021 as an intern. He is currently a Senior at The University of California Davis pursuing a major in Managerial Economics and a minor in Accounting. He also participates in Division 1 Athletics at Davis where he is a team member of the Men's Varsity Water Polo Team. He grew up in Danville California, giving him a good sense of the Bay Area Real Estate Market. Ian is also a dual citizen holding citizenships in both The United States and The United Kingdom, and has traveled to many places in Europe including the UK, Italy, Spain, and Croatia. In his new position at Lakeside, Ian is thrilled to work alongside a hard working and supportive team, learn more about Bay Area Real Estate investments, develop new industry relationships, and bring his work ethic to help the team in any way possible.

    Winson Zheng

    Lakeside Intern

    Winson also supports the team on due diligence and coordinating construction activities. He is currently pursuing his BA in Business Administration with an emphasis in Finance at the University of California, Irvine. Winson maintains a strong sense of community with the Bay Area and aims to increase his understanding of the Bay Area real estate market.

    Eric Guan

    Lakeside Intern

    Eric assists the team on due diligence and coordinating construction activities. He is currently at the University of California, Riverside pursuing his BA in Business Administration with an emphasis in Finance. Eric strives to learn more about the real estate industry and witness the Bay Area's continuing development.

  • Get in Touch with us today

    Lakeside Investment Company is passionate about making real estate investing accessible to everyone. We've created a community of investors who are passionate about making an impact on the world, together.

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