Bailard

Bailard is an independent wealth and investment management firm in the San Francisco Bay Area. With a rich history of more than 50 years, Bailard embodies a “right-by-our-clients” ethos and a loyalty that extends from our clients to our colleagues. We are proud of our longstanding history of diversity, with 43% of our staff made up of women and our employees hail from over 10 countries.

Bailard has over 40 years of experience investing in real estate and—during that broad sweep—has navigated five full real estate market cycles. The real estate investment strategy focuses on value-add investment opportunities while adhering to a core portfolio construction approach, in an endeavor to deliver competitive risk-adjusted returns through varying market environments.

The firm’s investment strategy strives to uphold the following principles: (1) Own only quality assets (location, material, design, tenancy, and amenities) that will stand the test of time; (2) Build or buy at or below replacement cost; (3) Add value through active asset management; (4) Align with best-in-class local operators and service providers; and (5) Identify and constantly monitor multiple exit strategies.