A CBK-owned apartment community in the South Bay

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.

312

Units under ownership

35+

Years of Southern California operation

20–80%

Sponsor equity range per deal

10–20 yr

Typical hold horizon

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 is driven by refinancing events, not forced sales. Proceeds are generally non-taxable, and investors retain ownership and future upside.

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 maximize depreciation benefits, 1031 exchange deferrals and non-taxable refinance proceeds — compounding returns while minimizing tax drag.

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.