Anchored in Strategy.
Built for Growth.

An institutional platform for income-producing U.S. real estate — disciplined strategy and certainty of close on every acquisition, durable cash flow and long-term growth for the investors who back us.

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OTIMA INVESTMENTS

In a market built on projections, we lead with proof

Most firms lead with the forecast. OTIMA leads with the record. Every figure below is closed, funded, and income-producing — earned across fifteen years and 68 investments, each one underwritten downside-first.

The Firm

$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 →

WHERE WE INVEST

We invest where demand doesn't blink.

Necessity retail, healthcare, and multifamily — the places people shop, heal, and live. OTIMA targets sectors whose demand holds through the cycle, not the headlines, so the income shows up whether or not the market cooperates.

Grocery-anchored necessity-based retail center

01 Necessity-Based Retail

Grocery-anchored and daily-needs retail centers supported by durable foot traffic and essential consumer demand.

Explore Retail
Modern medical office and outpatient healthcare facility

02 Healthcare

Medical office and outpatient properties supported by demographic growth, long leases and high tenant retention.

Explore Healthcare
Luxury multifamily residential apartment building

03 Multifamily

Select residential opportunities in growth markets supported by housing demand and constrained supply.

Explore Multifamily

OUR CLIENTS

For capital that measures in years, not quarters.

OTIMA partners with accredited investors, family offices, and the wealth managers who advise them — allocators who value alignment over noise. We co-invest in every deal, so our incentives sit on your side of the table. You only win when we do, and we built it that way on purpose.

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OUR VISION

WE'RE JUST GETTING STARTED.

From one asset in 2018 to a global platform — and building toward a multi-strategy institutional firm that keeps its boutique alignment. Same conviction. Bigger canvas.

Where we're headed

LEADERSHIP

CAPITAL IN EVERY DEAL — INCLUDING OURS.

OTIMA is principal-led. The team that sources, underwrites and closes is the same team that co-invests — and answers its own emails.

Meet the Team

PORTFOLIO

Recently acquired. Already producing.

A growing portfolio of income-producing U.S. real estate — each acquisition underwritten downside-first, then put straight to work. Disciplined selection, active management, and assets built to perform through the cycle rather than the headlines.

Explore Recent Acquisitions

OUR APPROACH

BUILT DIFFERENTLY, BY DESIGN

01

Partnerships & Sourcing

Direct relationships with local operators and family offices.

OTIMA Partnerships and Sourcing team

02

Income Strategy

Focusing on assets with strong cash flow and low volatility.

Necessity retail income strategy asset

03

Rigorous Underwriting

Deep market analysis and conservative financial modeling.

Financial analyst conducting rigorous underwriting

04

Institutional Structuring

Transparency and governance that meets institutional standards.

Institutional grade real estate property structure

05

Aligned Incentives

Our principals invest significant capital alongside our partners.

Executive leadership team alignment

Selective by Design

CONVICTION BEGINS WITH DISCIPLINE.

OTIMA reviews roughly 200 opportunities a year and invests in three to five. That gap is the discipline — every deal that makes the cut earns it across 30+ data points before a dollar moves.

Inside Our Process

~200

Opportunities Reviewed Annually

Sourced directly and through relationships built over years.

30+

Operational and Market Data Points

We weigh every deal on asset quality, market fundamentals, tenant strength, and downside — downside first.

3–5

High-Conviction Investments Annually

The few that clear every test and earn our capital.

Quarterly

Investor Reporting

Transparent reporting and independent oversight, every quarter.

VIEWS & NEWS

PERSPECTIVES FROM OTIMA.

Insights on market conditions, investment discipline and the long-term forces shaping income-producing U.S. real estate.

ALL VIEWS & NEWS
Modern institutional commercial building architectureGrocery-anchored necessity-based retail centerFinancial data in a computer screen

Built for Durable Income.Structured for Long-Term Alignment.

Whether you're an accredited investor, a family office, or a wealth platform, the conversation starts with the people who actually run the deals — not a sales desk. Reach out, and a principal will answer.

Explore OTIMA's Overview