• 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

      Acquisitions and Asset Manager

      Paul's role is to source, analyze, and perform due diligence on the acquisition of commercial real estate in the Bay Area. He also works on the day-to-day asset management tasks, such as managing rehab projects, litigation, and accounting. Paul is also a graduate student at UC Berkeley getting his master’s degree in real estate development and design. He previously worked on land acquisitions, entitlements, and market research for senior care facilities in California. Through these roles, he has gained experience underwriting multifamily projects while assisting in communication with architects, local municipalities, brokers, and key financial partners. He is well-versed in real estate finance and proforma modeling for value-add investments.

    • 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.

    • Subscribe to our newsletter

      for real estate investing opportunities and tips

    Lakeside Investment Company ©2021

    No Offer of Securities—Disclosure of Interests

    Under no circumstances should any material at this site be used or considered as an offer to sell or a solicitation of any offer to buy an interest in any investment. Any such offer or solicitation will be made only by means of the Confidential Private Offering Memorandum relating to the particular investment. Access to information about the investments are limited to investors who either qualify as accredited investors within the meaning of the Securities Act of 1933, as amended, or those investors who generally are sophisticated in financial matters, such that they are capable of evaluating the merits and risks of prospective investments.

      All Posts
      ×
      Cookie Use
      We use cookies to ensure a smooth browsing experience. By continuing we assume you accept the use of cookies.
      Learn More