A cycle-tested approach for navigating complex real estate sectors.

Ohana is a vertically integrated, SEC-registered firm that invests in high-quality real estate in desirable locations.



Asset Management


Residential Brokerage

Monarch Beach Resort

in Investments

Alila Napa Valley

in Hotel Loans

Twin Dolphin Club

Keys Asset Managed

Montage Healdsburg

SQ FT in Developed Property

Montage Deer Valley

in Transactions

Our success in creating value and exceptional outcomes is the result of our competitive differentiators.

Focused Strategy

We are focused on credit and equity investments in demographically-driven real estate sectors.

In-House Expertise

Our team is comprised of experts in real estate operations, capital markets, development, and residential sales.


We are a people-driven organization and put relationships at the center of everything we do.


We leverage our proprietary database of information and real-time market data to identify and analyze opportunities and risks.

Our core values represent what is most important to us and are reflected in everything we do.

We strive to be the best in our field and embrace opportunities for improvement—within ourselves, our methods and our industry.
We are in constant pursuit of excellence, and tirelessly work to deliver results. Our team members are driven to achieve on the highest possible level.
We hold ourselves to the highest standards, and strive to always do what is right—for our organization, our partners and for the communities in which we invest. We believe that actions speak louder than words.
While we never shy away from taking the lead, our team values collaboration, reveres the power of listening and works to remain humble above all else.
Ohana means “family,” and it is a word we live by. It guides the high level of respect and care that inspire our interactions, both internally and outside of our organization.
Ownership and accountability are everything. We take responsibility for our individual and collective successes and are always seeking opportunities to demonstrate support through service.