• 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 son.

    Tom Kerbleski

    Senior Acquisitions Analyst

    Tom focuses on underwriting and touring new opportunities for Lakeside, and corresponding with investors. After graduating from Seattle University with BA, majoring in Finance, he spent 9 years in New York City working with developers, building custom financial models and leasing vacant space. Upon returning from the East Coast, Tom renovated a home in the Outer Sunset, where he currently lives with his wife and two boys. Tom has a passion and talent for bringing a sustainability component to projects leveraging grants and credits.

    JaEvon Marshall

    Asset Manager

    JaEvon coordinates all projects for Lakeside's portfolio including due diligence, project management, maintenance, design, construction and tenant transitions. Previously, JaEvon worked at CBRE assisting with all on-site operations, property maintenance, accounts payable/receivable, and capital projects. She holds a BS in Design & Merchandising from San Francisco State University, and enjoys hiking and DIY projects in her spare time.

  • 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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