Caltech acts as agent and advisor for investors in the acquisition of commercial, residential and industrial properties throughout the South West region. In consultation with the investor, Caltech establishes acquisition guidelines, and then seeks properties that meet those guidelines. Due to rigorous screening, only a select few are ultimately chosen for recommendation to clients.
After securing the investor’s approval, the Caltech staff conducts a thorough financial review of the property by examining each lease and preparing appropriate revenue and expense projections. Caltech also retains and manages the services of professionals whose expertise is required in assessing a property, including architects, engineers, and environmental experts, among other specialists. When the decision has been made to purchase a property, Caltech will negotiate the purchase contract, within the guidelines that have been established by the investor. Attorneys and tax consultants are utilized in documenting the purchase and sale agreement, and in establishing the most tax-efficient holding structure.
