• 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.

    Paul Davis

    Intern

    Paul Davis joins Lakeside Investment Company as an intern. Paul is currently a student at University of California – Berkeley in the Masters of Real Estate Development + Design Program. Paul decided to pursue higher education in the MRED+D program because of the interdisciplinary focus on development and design that will equip him with a deeper understanding of real estate. Paul and his wife Brisa have recently moved to Alameda from San Diego, California, where he was raised. For the past five years he has lived in Hawaii on the North Shore of Oahu, where he earned a bachelor's degree in Business Finance and Entrepreneurship at Brigham Young University – Hawaii and started BreezeMed LLC, a successful telemedicine company. Paul’s interest in real estate grew as he gained experience as a financial analyst for a real estate private equity firm in Hawaii. Paul is an adventure seeker, loves the outdoors, and is always trying to get into the ocean to surf, kitesurf, and go sailing. He looks forward to taking advantage of the Bay Area and the amazing nature it has to offer.

  • 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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