What We Do
Invest West Financial Management is a real estate investment and asset management firm focused on hospitality and select commercial real estate opportunities. Our strategy centers on acquiring, developing, repositioning, and managing distinctive assets in markets with durable demand drivers, high barriers to entry, and compelling long-term value potential.
We pursue two primary investment strategies: acquiring unique lodging assets with strong operating fundamentals and meaningful upside, and developing or repositioning premium hospitality and real estate projects in strategic, high-demand markets.
ACQUISITION OF ASSETS
Invest West Financial Management seeks to acquire assets with attractive basis, identifiable upside, and long-term value creation potential. Our acquisition strategy focuses on high-barrier-to-entry markets where replacement cost, location, entitlement constraints, or limited supply can support durable asset value.
We target properties that are undervalued, underperforming, or in need of repositioning, including value-add and opportunistic hotel investments, as well as select stabilized assets in markets with strong long-term fundamentals. Across each acquisition, we focus on opportunities where disciplined underwriting, thoughtful capital investment, and active asset management can improve performance and unlock value.
ASSET MANAGEMENT
Disciplined Oversight. Measurable Performance. Long-Term Value.
Hospitality investments require continuous oversight, strategic direction, and disciplined execution. From underwriting and acquisition through renovation, operations, and long-term ownership, active asset management is central to ensuring each property performs in alignment with the broader investment strategy.
Our approach is focused on protecting capital, improving operating performance, and driving sustained NOI growth. We work closely with property management teams to monitor performance, identify revenue opportunities, control expenses, execute capital plans, and make informed decisions that enhance long-term value.
Through hands-on oversight and a commitment to continuous improvement, Invest West Financial Management seeks to deliver durable returns while preserving the long-term quality and competitiveness of each asset.
DESIGN & CAPITAL
PROJECT EXECUTION
Pacifica Design Group, an affiliate of Invest West Financial Management, supports the execution of capital improvement, renovation, and repositioning projects across the portfolio. This integrated capability allows Invest West to manage renovation scope, budgeting, procurement, vendor coordination, and project execution with greater efficiency and control.
By leveraging established vendor relationships, design expertise, and hands-on project management, Pacifica Design Group helps deliver high-impact renovations within disciplined budgets. This capability is an important part of Invest West’s value creation strategy, particularly in hospitality assets where product quality, guest experience, and operational execution directly influence revenue performance and long-term asset value.
HOTEL
INVESTMENT CRITERA
Location: West Coast markets and select top national markets
Product Type: Independent, lifestyle, select-service, or rebranding/repositioning opportunities
Size: 80 to 250 rooms
Target Leverage: Up to 65% loan-to-value
Equity Syndication Size: $5 million to $20 million
Target Stabilized Cash-on-Cash Yield: 7% to 10%
Target Stabilized Return: 15% to 20% IRR over a five-year hold period
COMMERCIAL REAL ESTATE
INVESTMENT CRITERA
Location: California and select national markets
Product Type: Retail, office, multifamily, mixed-use, and select portfolio opportunities
Minimum Transaction Size: $5 million
Deal Profile: Assets priced below replacement cost, properties with repositioning or redevelopment potential, income-producing multi-tenant assets, projects with excess land or outparcel opportunities, and developments requiring an equity investor or joint venture partner.
