Invest West Financial

Invest West Financial Management is a full service real estate and private equity investment firm. Invest West invests in value added opportunities while providing the management and strategic oversight to maximize the value of these investments. Invest West Financial Corporation was founded. in 1970 by Dale Marquis and Sam Battistone in Santa Barbara, California. The company originally found its roots in a diverse group of investments which included the Tennis Club of Santa Barbara, the New Orleans Jazz (NBA Franchise), Big Yellow House Restaurants, and various other operating companies, commercial and hospitality real estate assets. In 1986 Dale Marquis bought out his partner and became the sole owner of Invest West. Over the next several years, Dale acquired various investment properties in retail, office, residential, hospitality, industrial and mini-storage. In 1992 Dale merged with Jerry Beaver, to form Pacifica Real Estate Group. During the next several years, Pacifica Real Estate Group dominated the Santa Barbara market in commercial leasing and as one of its most successful private syndicators of commercial real estate assets during the 1990s. In 1997 during the Pacifica years, Matt Marquis, Dale’s son, joined Pacifica Real Estate Group as asset manager of the commercial real estate portfolio. In 2000, Dale and Matt made the decision to leave Pacifica Real Estate Group and reorganize Invest West and its companies. As part of the separation from Pacifica, Invest West purchased Pacifica Hotel Company, the hotel management company of a significant portfolio of hotel properties. During the next ten years, the new family companies, Invest West and Pacifica Hotel Company, continued to acquire both commercial real estate and hotel assets, growing its portfolio to almost $1 billion of real estate assets. To this day, Dale Marquis acts as Chairman of Invest West and Pacifica Hotel Company, while his son Matt manages the day to day operations of both companies as President & CEO. Additionally in 2010, Adam Marquis, another son joined the firm, and as Executive Vice President focuses with his father and brother on growing the business in new directions. At Invest West we place a high value on relationships. We maintain strong working relationships with brokers, lenders, partners, tenants, and investors, all of which are equally important to us. Invest West is committed to ensuring successful and profitable relationships with all of our partners. Invest West Financial Corporation has various platforms in which it is acquires assets and grows its portfolio. This strategy involves high barrier-to-entry locations with properties that are undervalued, underperforming, or need to be repositioned. Typically, these types of acquisitions have significant upside, and are commonly referred to as “value-added” or opportunistic projects. Invest West will also consider stabilized properties in select markets with high barrier-to-entry.