Private Investment Office · Established 2012

Direct lending.
Long-term investing.

Walnut Creek Properties invests its own capital, with an emphasis on real estate lending, equipment finance, professional-practice ownership transitions, and privately negotiated notes.

What we do
Explore

The Firm

A private investment office established in 2012.

Walnut Creek Properties invests and lends its own capital.

The firm does not accept, solicit, or manage money for outside investors.

Our direct lending experience includes hard-money and bridge loans secured by residential and commercial real estate, equipment-backed loans, and ownership-transition financing for professional-service firms.

We also originate, acquire, hold, and sell notes created through real estate transactions, seller financing, and business acquisitions.

Primary Activities

What we finance and invest in.

A

Real estate lending

Hard-money, bridge, and other short-term loans secured by residential or commercial real estate.

B

Equipment finance

Loans secured by vehicles, machinery, and other business equipment, including acquisition and refinancing transactions.

C

Professional-practice transitions

Partner buy-in and buyout financing, retirement buyouts, and other ownership transitions within professional-service firms.

D

Note investing

Origination, acquisition, holding, and sale of residential and commercial real-estate notes, seller-financed notes, and business-acquisition notes.

E

Other investments

Limited-partner commitments in private credit, infrastructure, real estate, and diversified private-market funds, together with long-term public-market investments.

Contact

Get in touch.