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Granite Peak’s principals have been real estate investors, developers, syndicators, general partners, lenders, owners and borrowers across all product types. We leverage the depth and diversity of our collective experience to ensure that we approach every decision with a focus on value creation and capital preservation.
Granite Peak’s combination of an entrepreneurial spirit, together with institutional-quality management and execution, enables our team to deliver customized solutions to meet the unique long-term needs of each client. Our disciplined approach allows us to adapt quickly in volatile and dynamic market conditions, while also exercising the patience and focus necessary to achieve the long-term objectives unique to each client.
We are a client-focused, values-based firm where relationships come first. Through an unwavering commitment to confidentiality, privacy, and discretion, we serve our clients as a trusted partner and advocate.
We achieve optimal outcomes through a dedicated approach to understanding each client’s values, needs, objectives, and long-term goals. With a focus on longevity, we create generational succession and legacy plans, including charitable giving initiatives, to ensure longevity and continuing achievement of long-term objectives.
Continual review and modification of ownership dynamics, governance and legal structures.
Portfolio balancing and re-balancing to ensure current cash flow generation vs. future value appreciation requirements are achieved.
Benchmarking to align investment horizons and target returns with long-term objectives and outcomes.
222 E. Carrillo St, Suite 111, Santa Barbara, CA 93101
License #01527480