Nothing can replace the Benefit of Many Years of Experience

Our management team has extensive experience in virtually every facet of real estate investments, and we leverage this experience to gain an advantage in a competitive sector. Our principals have over 100+ years of combined experience across virtually all areas of real estate—lending, investment, development and asset management.

Our offerings are managed by professionals who have managed assets through all economic cycles. We also work with well-regarded industry professionals and strategic partners so we may focus on investors’ goals for portfolio diversification, capital appreciation, and income.

Over the past 25 years, our executives have been successful leaders in alternative investments, researching market data and trends to uncover opportunity. We believe portfolio growth requires asset allocation based on sound strategies, and we leverage our core competencies to attempt to strategically diversify our offerings based on asset type, distribution channel, and product structure.

When you partner with Strategic Holdings, you’re working with professionals who have background and experience in:

Asset Management

Property tax management, risk management, accounting and financial reporting, treasury and cash management, income tax preparation, development, construction and engineering management services, as well as legal and compliance administration

Acquisitions

Domestic and international acquisition capabilities that extend from targeted single assets and portfolios to strategic operating public and private real estate companies and platforms containing wholly owned properties or joint venture interests

Single asset and corporate finance debt transactions through the entire capital stack, including senior, subordinated, bridge, and mezzanine debt and preferred equity; our professionals have worked with a variety of lenders and intermediaries, including commercial and investment banks, insurance companies, credit companies, pension funds, mortgage REITs, U.S. government agencies, and mortgage brokers

Capital Markets

Dispositions

Hold/sell analysis and market valuations, business plan reviews, strategic disposition timing and strategy

Property Management

Financial reporting and budgeting, lease administration and management, start-up and transition services, tenant coordination and conflict resolution, and physical property assessments; management of properties onsite and supervision of third-party property managers in place at select assets

STRATEGIC HOLDINGS MISSION STATEMENT

President & Chief Operations Officer

James W. Backner

“Our Strategic Holdings mission is first and foremost to cultivate a company-wide inclusive culture of service and total accountability. Through each and every word and action, we strive to be responsible.

Our accountability begins with our leadership and extends to every member of our nation-wide team. We are committed to an open-door and open-dialogue policy where every idea counts.

Our responsibility further extends to our residents who call our unique communities home.

Our resident-centric ethos is not merely a catchy slogan; it is a state of mind. We know that our residents are the engine that helps support the livelihoods of each of us and our families, and we commit each day to servicing our residents with gratitude.

Our accountability is also owed to our investors who have entrusted us with their precious resources with the expectation that we do our best to preserve these assets. We are humbled by the trust placed in us and endeavor each day to see that it is earned.

Last, but certainly not least, our accountability extends to one another. Throughout each core business function and department, we accept and understand that there is no “us” or “them”, rather, there is only a “we”. Each and every day, WE endeavor to be of service toward our colleagues, provide a sense of home to our residents, and deliver value to our investors. This is our mission.”

Have a question?

Strategic Holdings is a real estate investment company that welcomes individuals to participate as equity partners or note holders.

Phone: 805-436-3446

For more information on investing with us, or to request a copy of our current Private Placement Memorandum, give us a call or fill out the contact form.