OTIMA Investments Architectural Office Building

WHO WE ARE

A REAL ESTATE PLATFORM
BUILT AROUND EXECUTION.

OTIMA combines investment strategy, capital formation and hands-on real estate operations within one focused platform. The firm seeks income-producing U.S. assets where disciplined underwriting, local relationships and active management can support durable performance and long-term value creation.

01 — Investment Discipline

Selective capital deployment supported by rigorous underwriting and an emphasis on income durability and downside protection.

02 — Operating Perspective

Hands-on experience across acquisitions, development, asset management and transaction execution.

03 — Long-Term Alignment

A partnership model built around principal participation, transparency and shared objectives.

OTIMA AT A GLANCE

An Established Foundation for Continued Growth.

$205M+

Assets Under Management (AUM)

68

Completed Investments

18.5%

Average Deal IRR

15 Years

Years of Track Record

*Track Record & Prior Investment Experience: Information regarding prior investments, acquisitions, dispositions, distributions, operating results, or performance-related metrics is provided solely to describe the historical experience of OTIMA, its principals, and/or affiliates in specific prior transactions. A principal's involvement in a prior transaction may have been in a capacity different from their role in future OTIMA-sponsored investments. Past performance is not indicative of and does not guarantee future results. All investments involve risk, including the possible loss of principal. Prospective investors should not rely on prior results as a prediction or guarantee of future performance.Read full disclosure →

* OTIMA has built investor relationships across North America, Europe, the Middle East and Latin America.

WHAT SETS US APART

ALIGNED CAPITAL.
CERTAIN EXECUTION.

OTIMA principals invest capital alongside limited partners across sponsored offerings. Financing is arranged before an Investment Entity bids, diligence is completed in-house, and our principals stay accountable from first offer to close. The result is a simpler promise: when an acquisition is committed, it closes.

ALIGNED CAPITAL

Principal co-investment across sponsored offerings, aligning interests under defined terms alongside our partners'.

CERTAINTY OF CLOSE

Capital committed and financing engaged before an offer is made.

OPERATOR'S PERSPECTIVE

In-house construction and asset management keep underwriting grounded in what we actually own.

PRINCIPAL ACCOUNTABILITY

The people who commit to a deal are the people who see it through.

WHAT WE BELIEVE

PRINCIPLES BEFORE POSITIONS.

The discipline that shaped OTIMA from the beginning is the same discipline the firm brings to every investment, relationship and decision.

01

ALIGNMENT

We invest alongside our partners. We do well when they do.

Shared capital creates shared accountability and keeps long-term interests connected.
02

DISCIPLINE

Downside first. We underwrite what can go wrong before we price what can go right.

Every opportunity is evaluated through a conservative lens before potential upside is considered.
03

CERTAINTY

A commitment is a commitment. We close what we say we'll close.

Reliability in execution is fundamental to how OTIMA builds relationships with investors, sellers and operating partners.
04

TRANSPARENCY

Independent administration, clear reporting, and principals who are reachable.

Clear information and direct access are part of the relationship, not an afterthought.

GLOBAL REACH

A GLOBAL INVESTOR BASE.
A U.S. FOCUS.

OTIMA has built investor relationships across North America, Europe, the Middle East and Latin America - capital that travels to a single, disciplined focus: income-producing real estate in the United States.

200+

INVESTORS

4

CONTINENTS

EE.UU.

ASSET BASE