Investment Criteria

When Opportunity Knocks, We Answer

Merlone Geier Partners is focused exclusively on actively managing the acquisition, development, redevelopment and ownership of retail and retail-driven mixed-use properties on the West Coast. Our acquisition targets are neighborhood and community shopping centers with anchor retailers in in-fill, primary markets. We also acquire surplus real estate from retailers and functionally obsolete regional malls in need of repositioning.

We invest in properties to which we can add value, whether through leasing (below-market leases, vacancy lease-up, improving tenancy on roll-over), remerchandising, or significant physical redevelopment. Our access to pre-committed, fully discretionary capital and our highly-experienced team allow us to act on opportunities quickly. Our reputation and track record provide certainty of closure for sellers.

Existing investors can access their fund reports by clicking here.

Overview

Property Type:
  • Anchored neighborhood and community shopping centers
  • Surplus real estate from retailers
  • Non-dominant and/or functionally obsolete regional malls in need of repositioning
Location:
  • California (coastal California and Sacramento)
  • Washington (greater Seattle/Puget Sound)
  • Oregon (Portland MSA)
Investment Size:
  • $10 million (minimum) / no maximum
Investment Class:
  • Core-plus, value-add, and opportunistic
Investment Structure:
  • Fee ownership, joint ventures, secured notes
  • All cash, fully discretionary, no financing required

Acquisition Contacts

Executive Managing Director

Jonathan Lischke

858-259-9909

jlischke@merlonegeier.com

Pacific Northwest,
Northern California, Bay Area

Tim Sullivan

415-362-9207

tsullivan@merlonegeier.com

Southern California

Kori Murphy

858-337-6282

kmurphy@merlonegeier.com