With over $8 billion invested since our founding, we’re committed to preserving and growing wealth tax-efficiently.
Who is this for
Family offices, high-net-worth investors, and the advisors that serve them utilize our expertise, relationships and discipline to discover investment opportunities with outsized risk-adjusted returns. Expertise in debt and equity across multiple property types allows Buchanan to pivot into areas of relative attractiveness depending on the business cycle.
Strong firm culture allows Buchanan to attract and retain top investment talent.
Flat organizational structure allows for direct partner involvement in decision making.
Experienced and cohesive team through multiple cycles; founders have worked together for 30+ years.
Focus on structures that reduce blind pool risk, provide tax advantages and flexible liquidity.
"Narrow & deep" relationships in specific West/Southwest markets aid sourcing and execution.
Make principal investments which reduce fees and lead to better outcomes.
Why Buchanan
Backed by a 25+ year legacy and robust network of relationships. Buchanan offers an established track record, senior leadership team, and commitment to a transparent investor-first approach.
Four active strategies
We balance the pursuit of risk-adjusted returns with preservation of capital to deliver peace of mind.
Bridge and construction loans with a focus on first lien positions and experienced borrowers.
Loses Since Inception
Uninterrupted Monthly Distributions*
Avg. Loan Size
Multifamily, commercial, and self-storage properties with a focus on current income and long-term appreciation.
Net IRR Target 1
Gross Asset Value
Target Tax Equivalent Yield**
Newly built pre-leased self-storage facilities with long-term appreciation and income upon stabilization.
Net IRR Target 1
Gross Asset Value***
GP Co-Investment
Deeper value-add and opportunistic direct investments in multifamily, commercial, and self-storage.
Direct Investments Made Since 2010
Net IRR on Realized Investments****
Losses on Realized Investments
*Since its inception, the real estate lending strategy has never missed an interest or principal payment made to Promissory Noteholders or Preferred Equity Members.
**Tax equivalent yield assumes income distributions are fully tax-sheltered and a 37% federal tax rate and 13.3% CA tax rate.
***Includes all self-storage investments across our Income & Growth, Value-Add Storage, and Opportunistic Direct Investment strategies.
****Performance is net of fees for all realized transactions on single asset and sidecar opportunities made by the Firm since its inception. Past Performance is not indicative of future results.
IRR Calculation1
The internal rate of return (“IRR”) target is calculated based on the timing of investors’ projected capital contributions and projected distributions, through the life of the strategy, which are estimated by Buchanan in good faith pursuant to its internal valuation practices, policies, and experience.
To the extent the strategy has cash flow (which can generally be defined as all revenues, inclusive of collected rents and other incomes, less operating expenses, including debt service and fees), such cash flow will generally be distributed to the investors per the governing documents.
Buchanan feels the net IRR is achievable given Buchanan’s reasonable underwriting assumptions of each asset that are supported by nearby comparables and historical data sourced fron independent third parties.
A projected retum should be regarded as an investment goal or objective and is not intended to suggest that such investment performance is likely or assured.
There can be no assurance that a projected return can be achieved despite any past success in achieving that return for any particular period. There are many risks that could prevent achievement of that projected return or any positive return, and an investment could instead result in substantial losses.
FOR INFORMATIONAL PURPOSES ONLY
This material is for informational purposes only and not to be relied on in any manner as legal, business, financial, tax or investment advice. Nothing on this website is an offer to sell or the solicitation of an offer to buy securities. Securities are not being offered by means of this preliminary material. No investment decision should be made until the prospective investor has read the applicable offering documents.
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.
