OTIMA partners discussing multi-decade investment strategy on outdoor terrace
FAMILY OFFICES

BUILT FOR CAPITAL
THAT THINKS IN DECADES.

Direct access to income-producing U.S. real estate — through the fund, alongside us, or structured to your mandate.

Family capital doesn't need to be sold. It needs a counterparty who'll answer the hard question on the first call instead of the fourth, who'll structure around a real constraint instead of pointing at a subscription document, and who'll still be reachable in year six. That's the relationship we're built for.

DIRECTEvery relationship runs through a principal
4Continents where our investors sit
100%Deals with OTIMA capital committed alongside
THE GAP

YOU'VE BEEN OFFERED THE FUND. YOU WANTED THE CONVERSATION.

Most family offices we meet have the same complaint about large sponsors, and it isn't performance. It's that the relationship is a distribution channel. The materials arrive, the wholesaler follows up, the terms are the terms, and nobody at the firm knows the family's actual constraint — the concentration they're already carrying, the liquidity event in three years, the second-generation member who wants to learn the asset class.

We're small enough that the person structuring your participation is the person who underwrote the asset.

That isn't a service philosophy. It's just arithmetic.

OTIMA leadership in executive advisory session with family office partners
Handshake Trust Icon

ENRIQUE AGURCIA

Every relationship runs through a principal.

Managing Partner
WAYS TO PARTNER

FOUR ROUTES IN.

Same discipline, structured to your mandate.

Modern multifamly residential asset
01DIVERSIFIED

FUND PARTICIPATION

The straightforward route. Diversified exposure across our income portfolio, with the same institutional reporting and robust governance every investor receives.

High quality commercial office property
02SELECTIVE

DIRECT CO-INVESTMENT

Underwrite the asset yourself. Deal-by-deal participation alongside OTIMA on individual acquisitions. You analyze the complete underwriting and decide asset by asset.

Executive committee boardroom meeting
03BESPOKE

SEPARATELY MANAGED ACCOUNTS

Your mandate, our execution. A dedicated custom sleeve built specifically to your sector preferences, geography, leverage targets, and hold-period constraints.

Investment team reviewing architectural plans
04STRATEGIC

JOINT VENTURES & PROGRAMMATIC CAPITAL

Build the pipeline together. Programmatic JV structures for families who want to commit to a strategy rather than a single asset - powered by our in-house teams.

ALIGNMENT

WE'RE AN INVESTOR IN EVERY DEAL
WE BRING YOU.

This is the part that matters most to families and it's the part most sponsors are vaguest about. OTIMA commits its own capital to every transaction, on the same terms as our partners, in the same position in the stack. Not a token GP interest. Not a promote dressed as alignment. Real money, taking real downside.

REAL MONEY, TAKING REAL DOWNSIDE.

It changes how we underwrite. When the sponsor's capital is genuinely at risk, "the model still works at 85% occupancy" stops being a slide and starts being a decision you have to live with.

01

SAME TERMS, SAME STACK

No preferential position for the sponsor. We win or lose based entirely on asset performance.

02

DOWNSIDE UNDERWRITTEN FIRST

We stress the deal for what can go wrong before we get excited about what can go right.

03

CERTAINTY OF CLOSE

Financing is locked before we bid. When we sign an agreement, we execute without delay.

GOVERNANCE

INSTITUTIONAL INFRASTRUCTURE,
WITHOUT THE INSTITUTION.

Everything your diligence team will ask for, before they ask.

INDEPENDENT FUND ADMINISTRATION
01

INDEPENDENT FUND ADMINISTRATION

Third-party administrator handles subscriptions, capital accounts, and NAV calculations. We do not mark our own book.

ANNUAL AUDITED FINANCIALS
02

ANNUAL AUDITED FINANCIALS

Rigorous independent audit performed every single fiscal year to ensure total transparency.

QUARTERLY REPORTING
03

QUARTERLY REPORTING

Asset-level performance, occupancy, leasing activity, capital projects and distributions. Written directly by operators.

INDEPENDENT TAX OVERSIGHT
04

INDEPENDENT TAX OVERSIGHT

External counsel and tax advisors manage structured compliance, state and cross-border filings, and reporting.

TIMELY K-1S
05

TIMELY K-1S

Issued through our global administrator on a strict schedule your accountant can rely on.

DIRECT PRINCIPAL ACCESS
06

DIRECT PRINCIPAL ACCESS

Standing availability for personal portfolio reviews, structural customization, and asset site visits.

OPERATORS, NOT ALLOCATORS

WE RUN WHAT WE BUY.

OTIMA has in-house construction and asset management. That means when we underwrite a re-tenanting, a roof, a parking-lot rebuild or a full repositioning, we're pricing work our own team will perform - not accepting a third-party estimate and hoping.

For a family office doing real diligence, this is the difference between a sponsor who can explain the asset and a sponsor who can explain the asset's numbers. Ask us about any line in any budget. Someone here did that work.

IN-HOUSE

Construction & asset management

68

Closings executed

130+

Capital & construction projects completed*

LOI → CLOSE

Principals accountable throughout execution

*Completed capital improvement, renovation, and development projects across principals' career track records.

OTIMA in-house operations and asset management leadership team reviewing on-site blueprints
GLOBAL REACH

U.S. ASSETS. INVESTORS ON
FOUR CONTINENTS.

Our investor base spans North America, Europe, the Middle East and Latin America — families who wanted U.S. real estate exposure and a sponsor who could handle cross-border structuring, reporting and tax coordination without treating it as an exception.

OTIMA global investor reach dot matrix world map spanning four continents
NORTH AMERICA
LATIN AMERICA
EUROPE
MIDDLE EAST
NORTH AMERICA
LATIN AMERICA
EUROPE
MIDDLE EAST
LET'S TALK STRUCTURE

TELL US THE CONSTRAINT.
WE'LL TELL YOU IF WE CAN WORK WITH IT.

A direct conversation with a principal about your mandate, your timeline, and whether there's a structure that fits.

FAMILY OFFICES

DIRECT ACCESS. ALIGNED CAPITAL. LONG-TERM PARTNERSHIP.

OTIMA works with family offices seeking direct access to disciplined U.S. real estate opportunities, institutional-grade diligence and selective investment alongside experienced principals.

01

Direct Principal Access

Engage directly with the decision-makers responsible for sourcing, underwriting and asset execution.

02

Selective Co-Investment

Evaluate opportunities to invest alongside OTIMA principals through fund and deal-specific structures.

03

Institutional Diligence

Access fund materials, underwriting information, portfolio reporting and available transaction-level diligence.

04

Long-Term Partnership

A relationship built around repeat participation, disciplined capital deployment and portfolio-level thinking.