By referral since 1994
Compounding wealth
through patient
ownership.
CBK is a vertically integrated multifamily investment platform rooted in Southern California, built over decades on one principle: long term alignment with our investors.
35+
Years operating in Southern California
~55%
Average sponsor equity per transaction
80%+
Investors who reinvest with us repeatedly
The platform
Vertically integrated, by design.
From acquisition to capital improvements to property management, we do it all in house. By taking away the middle man, we maintain control and verify that every dollar spent is spent wisely with our investors in mind.
310
Units under ownership
35+
Years of Southern California operation
20–80%
Sponsor equity range per deal
10–20 yr
Typical hold horizon
Track record
Assets we have owned, improved and held.
Our track record reflects a consistent focus on long term value creation, capital recycling and disciplined execution.
Dispensed
Properties CBK no longer owns.
Performance philosophy
Four drivers of return, not one.
Unlike many operators, a significant portion of investor returns is driven by refinancing events, not forced sales, allowing investors to access liquidity while maintaining ownership and upside.
01
Strategic Sales & 1031 Exchanges
When an asset has fully matured, we exchange rather than simply sell, deferring gain and redeploying basis into a larger, better positioned property.
02
Refinancing & Capital Recycling
A significant portion of investor returns may come through refinancing rather than a forced sale. Distributions can return invested basis without an immediate sale-driven gain while investors retain ownership and future upside; individual tax treatment varies.
03
Ongoing Cash Flow
Stabilized assets typically generate 6–12% cash flow, funded by real operating income rather than return of capital.
04
Tax Efficiency & Depreciation
Depreciation shelters a meaningful share of distributions, allowing after-tax returns to compound faster than headline yields suggest.
Our values
Seven principles we have never traded away.
We invest significant personal capital into every project. Our interests are directly tied to investor outcomes. We win together or not at all.
01
Alignment First
We invest significant personal capital into every project. Our interests are directly tied to investor outcomes. We win together or not at all.
02
Long Term Over Short Term
We prioritize 10–20 year hold strategies where appropriate, allowing appreciation, refinancing and tax advantages to fully compound.
03
Capital Preservation
Every decision begins with protecting investor capital. We invest in assets we believe in long term and avoid speculative plays or overheated markets.
04
Tax Efficiency as a Core Strategy
We structure investments to pursue depreciation benefits, potential 1031 exchange deferrals, and refinance distributions that may return invested basis without an immediate sale-driven gain, subject to each investor's circumstances.
Invitation only
Our growth has never relied on advertising.
For more than 30 years our platform has expanded through referrals, trust and consistent execution. If you were referred by a current partner, request access below.