INCOME-FOCUSED REAL ESTATE

Anchored in Strategy.Built to Close.

An institutional real estate buyer built for certainty of execution.

Otima is a U.S. real estate investment platform with $205M+ in assets under management and a global capital base of 200+ investors across North America, Europe, the Middle East and Latin America.

$205M+AUM Since Inception
$128M+Equity Deployed
68+Deals Closed
200+Investors Worldwide
$40MMost Recent Close
ABOUT OTIMA

The Firm Behind the Deal.

Founded in 2018, Otima has grown from a syndication practice into a full fund platform, with $128M+ of equity deployed across 68+ deals and 130+ projects. The firm combines committed capital, institutional-grade diligence, in-house construction and hands-on asset management to move from LOI to close with certainty.

Certainty of Close

When Otima makes an offer, financing is arranged before the bid, not after. The team is built to avoid last-minute capital uncertainty and keep transactions moving toward closing.

WHAT WE’RE LOOKING FOR

Portfolio Composition

70%

Grocery-Anchored Retail

Necessity-driven centers with long-term, creditworthy tenants and NNN lease structures.

20%

Medical / Healthcare

Outpatient and clinic-based properties with structural, non-cyclical demand.

10%

Multifamily

Well-located assets in high-growth Sun Belt and gateway markets.

Backed by: Private Wealth · Family Offices · Wealth Platforms
How we Operate

Deal Flow & Execution

01

SOURCE

Off-market relationships and direct outreach create deal flow regardless of market cycle.

02

ASSESS

Disciplined underwriting focused on downside protection and risk-adjusted returns.

03

ACQUIRE

Selective execution on high-quality, income-producing assets in resilient markets.

04

ENHANCE & REALISE

Hands-on asset management driving performance and long-term value.

Recent Transactions

Researched. Acquired. Delivered.

A cross-section of what Otima has acquired, built and grown — proof in bricks and mortar, not just numbers on a page.

Northwest Marketplace

Northwest Marketplace

Recently Acquired

Houston, TX · Retail · 150k+ SF

~$43M Acquisition100% Secured
Valley Crossing

Valley Crossing

Mid-Hold

McAllen, TX · Retail · 178k+ SF

~$20M Acquisition100% Secured
San Pedro Town Center

San Pedro Town Center

Mid-Hold

San Antonio, TX · Retail · 100k+ SF

~$12M Acquisition100% Secured
Hackberry Multifamily

Hackberry Multifamily

In Development

San Antonio, TX · Development

30 UnitsIn-House Const.

A Track Record That Delivers

Total Value Generated$24.6M
Asset Value Growth$15.4M
Average Deal IRR18.5%
Construction TeamIn-House
The team you’ll work with

Small Team. Sharp Execution.

Otima is run by a hands-on team — lean enough to move quickly, seasoned enough to know exactly what they are doing. Acquisitions, investor relations and asset management sit with principals who stay close to every deal from LOI through close.

Decisions in days, not weeks.
Financing pre-arranged.
One point of contact.
ABOUT THE TEAM

The Team Behind Every Investment

Behind every acquisition is an experienced leadership team spanning investment strategy, asset management, operations, transaction execution, accounting and financial oversight.

Managing Partner

Enrique Agurcia

Enrique founded Otima Investments following a decade of experience across M&A finance, capital markets, and ground-up development, complemented by $47 million in principal real estate transactions. He leads the firm's investment strategy, capital formation, and acquisition underwriting, maintaining direct oversight of each prospective investment. Enrique established Otima around a GP co-investment model, committing capital alongside investors in every transaction. Under his leadership, the firm has generated an 18.5% net IRR across realized investments, supported by vertically integrated construction and operating capabilities.

M&A Finance | Capital Markets | Investment Strategy | Principal Investing

Asset Management & Operations

Manuela Caviedes

Manuela co-founded Otima Investments and leads asset management and portfolio operations. Drawing on experience at Amazon and scaled e-commerce organizations, she brings a data-driven perspective to consumer behavior, operating performance, and the long-term durability of retail real estate. At Otima, Manuela oversees portfolio analytics, investor reporting, strategic initiatives, and cross-functional execution, strengthening operational discipline and performance visibility across the firm's growing investment platform.

Asset Management | Portfolio Strategy | Analytics | Operations

Acquisitions & Transaction Execution

Darian Padua

Darian brings more than a decade of commercial real estate and transaction experience across healthcare, retail, investment banking, and principal advisory. He has supported and led more than $1 billion in transactions nationally, including complex sale-leasebacks and acquisition initiatives for private equity and family-office capital. His background spans healthcare M&A investment banking at Brown Gibbons Lang, physician succession advisory at ERE Healthcare Real Estate Advisors, and commercial real estate brokerage. At Otima, Darian focuses on investment sourcing, transaction structuring, due diligence, site selection, and closing execution.

Acquisitions | Investment Sales | Transaction Structuring | Due Diligence

Accounting & Finance

Donald Peterson

Donald co-founded Burkhart Peterson & Company in 2005, helping grow the organization from a specialized tax resolution practice into a full-service accounting and advisory firm. He brings nearly two decades of experience across accounting, tax strategy, financial reporting, and business advisory. At Otima, Donald oversees accounting, tax preparation, financial reporting, and advisory functions, supporting disciplined financial controls and reporting across the firm's national real estate investment platform.

Accounting | Tax Strategy | Financial Reporting | Advisory

OTIMA IS EVOLVING

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