Direct access to income-producing U.S. real estate — through the fund, alongside us, or structured to your mandate.
Family capital doesn't need to be sold. It needs a counterparty who'll answer the hard question on the first call instead of the fourth, who'll structure around a real constraint instead of pointing at a subscription document, and who'll still be reachable in year six. That's the relationship we're built for.
Most family offices we meet have the same complaint about large sponsors, and it isn't performance. It's that the relationship is a distribution channel. The materials arrive, the wholesaler follows up, the terms are the terms, and nobody at the firm knows the family's actual constraint — the concentration they're already carrying, the liquidity event in three years, the second-generation member who wants to learn the asset class.
We're small enough that the person structuring your participation is the person who underwrote the asset.
That isn't a service philosophy. It's just arithmetic.
Every relationship runs through a principal.
Managing PartnerSame discipline, structured to your mandate.
The straightforward route. Diversified exposure across our income portfolio, with the same institutional reporting and robust governance every investor receives.
Underwrite the asset yourself. Deal-by-deal participation alongside OTIMA on individual acquisitions. You analyze the complete underwriting and decide asset by asset.
Your mandate, our execution. A dedicated custom sleeve built specifically to your sector preferences, geography, leverage targets, and hold-period constraints.
Build the pipeline together. Programmatic JV structures for families who want to commit to a strategy rather than a single asset - powered by our in-house teams.
This is the part that matters most to families and it's the part most sponsors are vaguest about. OTIMA commits its own capital to every transaction, on the same terms as our partners, in the same position in the stack. Not a token GP interest. Not a promote dressed as alignment. Real money, taking real downside.
It changes how we underwrite. When the sponsor's capital is genuinely at risk, "the model still works at 85% occupancy" stops being a slide and starts being a decision you have to live with.
No preferential position for the sponsor. We win or lose based entirely on asset performance.
We stress the deal for what can go wrong before we get excited about what can go right.
Financing is locked before we bid. When we sign an agreement, we execute without delay.
Everything your diligence team will ask for, before they ask.
Third-party administrator handles subscriptions, capital accounts, and NAV calculations. We do not mark our own book.
Rigorous independent audit performed every single fiscal year to ensure total transparency.
Asset-level performance, occupancy, leasing activity, capital projects and distributions. Written directly by operators.
External counsel and tax advisors manage structured compliance, state and cross-border filings, and reporting.
Issued through our global administrator on a strict schedule your accountant can rely on.
Standing availability for personal portfolio reviews, structural customization, and asset site visits.
OTIMA has in-house construction and asset management. That means when we underwrite a re-tenanting, a roof, a parking-lot rebuild or a full repositioning, we're pricing work our own team will perform - not accepting a third-party estimate and hoping.
For a family office doing real diligence, this is the difference between a sponsor who can explain the asset and a sponsor who can explain the asset's numbers. Ask us about any line in any budget. Someone here did that work.
Construction & asset management
Closings executed
Capital & construction projects completed*
Principals accountable throughout execution
*Completed capital improvement, renovation, and development projects across principals' career track records.
Our investor base spans North America, Europe, the Middle East and Latin America — families who wanted U.S. real estate exposure and a sponsor who could handle cross-border structuring, reporting and tax coordination without treating it as an exception.
A direct conversation with a principal about your mandate, your timeline, and whether there's a structure that fits.