We are guided by our values and consistent leadership. We take great pride in the relationships we have built within our communities and the results we have provided for our investors.
We put our investors first, work hard to earn their trust and loyalty every day, embrace creativity and initiative, build lasting relationships, and generously enhance our community.
Valuing expertise, collaborative learning, and the pursuit of continued development.
Working effectively with others to achieve shared goals.
Building and maintaining confidence through reliability, integrity, and consistency.
Focusing on delivering measurable outcomes that drive success and value.
Inspiring others through vision, influence, and the ability to drive positive change.
1999
Established
Buchanan establishes its headquarters in Newport Beach, CA
2000
1st Commingled Fund
Buchanan launches its first commingled fund
2002
SEC Registered
Buchanan becomes SEC registered
2004
$1 Billion
$1 billion in investments made
2006
$100M
In profits distributed to investors
2007
TCW Partnership
Buchanan begins a strategic relationship with TCW, a global investment manager
2010
Opportunistic Direct Investment Strategy
Buchanan launches its direct investment
2012
$5 Billion
$5 billion in investments made
2013
Real Estate Fixed Income Strategy
Buchanan launches its dedicated real estate lending strategy
2018
Income & Growth Strategy
Buchanan launches its first evergreen strategy
2018
$500M
In profits distributed to investors
2021
Value-Add Storage Strategy
Buchanan launches its dedicated self-storage strategy
2021
$700M
In profits distributed to investors
2023
$8 Billion
$8 billion in investments made
1999
Established
Buchanan establishes its headquarters in Newport Beach, CA
2000
1st Commingled Fund
Buchanan launches its first commingled fund
2002
SEC Registered
Buchanan becomes SEC registered
2004
$1 Billion
$1 billion in investments made
2006
$100M
In profits distributed to investors
2007
TCW Partnership
Buchanan begins a strategic relationship with TCW, a global investment manager
2012
$5 Billion
$5 billion in investments made
2018
Income & Growth Strategy
Buchanan launches its first evergreen strategy
2018
$500M
In profits distributed to investors
2021
$700M
In Profits distributed to investors
2023
$8 Billion
$8 billion in investments made
Our experienced and cohesive team has worked through multiple cycles delivering value and compounding wealth for our investors. The three founding partners remain in leadership after having worked together for more than 30 years.
We believe the best client experience comes from combining a dedicated team who has a deep personal relationship with you and an integrated technology-forward platform that offers convenience and security.
Your personal information is safeguarded through an information security technology that offers 2-factor authentication and data encryption.
We streamline the onboarding and information gathering process through an accessible and efficient digital platform that pre-populates information and eliminates the hassles of physical paperwork.
You get access to a consolidated view of your real estate portfolio and its performance via software that can be conveniently viewed via desktop, mobile, or tablet.
Our online document vault syncs with your accounts to provide access to statements, quarterly reports, tax documents, and more all in a location that is easily accessible for you and your advisors.
Our strategies are available on major custodian platforms, making access to reporting seamless across your investments.
To contact the relevant team members, please provide us with the following information.
If you are already an investor, please reach out to your main Buchanan point of contact or call us directly at 949-721-1414.
