Real Asset Investing

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Real Asset Investing

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Brand Architecture

At CalEgan, we have designed a customer journey with a focus on portfolio growth and passive income strategies. We specialize in providing a variety of income property related services to developers, individual investors, family offices, fund managers, and institutional investors. We realize that there are many criteria that have predicated your decision as to which asset class you choose to place your (or your fund’s) equity. A brief analysis of historical data leads many investors to the conclusion that Southern California real estate assets should be a part of their portfolio holdings.

Our company’s agile business model is scalable to meet a wide range of investment strategies and capital placement needs. We add value by offering real-world investment advice with the forward goal of generating objective-based outcomes. We prefer to work with like-minded individuals over a long period of time. This approach allows for adequate information sharing and portfolio modeling to occur. We are here to add value throughout the initial transaction and into the continuum of the investment timeline.

CalEgan has proven to be a value-adding component to the professional service requirements utilized by private capital clients. We are driven by performance, purpose, and values. These cultural principles are coupled with innovative advice and lead directly to a multitude of client benefits. Are you ready for us to present your property to the capital markets? Then it is time to call CalEgan. 

No investment is without risk.

Todd Egan, Founder

Pepperdine, Business

CalBRE: 01975431

Gaetano Balistreri, COO

San Marcos State, Business

CalBRE: 02008639