What We Do
Our focus centers on accredited investors, with a strategic emphasis on raising capital for individual deals. This approach is designed to optimize our investor base, enabling us to pursue larger-scale opportunities while engaging with a more streamlined cohort of investors.
Proficient and Established Team
TARGETED IRR
15%
TARGETED MULTIPLE
2.4x
TARGETED CoC
8%
1
Acquire
In the initial phase of our investment strategy, we diligently seek out promising opportunities. Through extensive research and analysis, we identify properties with strong potential for growth and value appreciation. Our goal during this stage is to secure assets that align with our investment criteria and offer attractive returns for our investors.
2
Optimize
Once we’ve acquired a property, we begin to enhance its value through strategic improvement initiatives. Whether it involves renovations, expansions, or other improvements, we leverage our expertise to optimize the asset and maximize both its short-term and long-term potential. This stage is critical for unlocking additional value and positioning the property for success.
3
Manage
The final step of our investment strategy involves diligent management to ensure the ongoing success and profitability of each property. From leasing and tenant management to maintenance and financial oversight, we employ proactive management practices to safeguard our investments and generate sustainable returns. By implementing effective management strategies, we strive to optimize the performance of each asset and deliver consistent value to our investors.
Acquisition Criteria
Zion Equities aims to achieve consistent cash flow and favorable risk-adjusted returns by focusing on a blend of conventional, value-enhancing, and opportunistic investments.
Targeted Deal Size
$10-$50mm
Targeted Leverage
60-80%
Targeted Hold
5-7 Years
From Acquisition to Management, Our Experience Sets Us Apart
Zion Equities is a vertically integrated company. This allows us to optimize efficiencies, reduce costs, and maximize returns for our investors. It also enables us to adapt quickly to market changes, implement strategic improvements, and capitalize on new opportunities as they arise.
Acquisition
Repositioning
Development
Asset Management
Property Management
Work With Our Exceptional Talent
About Company
At the heart of our success lies a remarkable journey from humble family beginnings to a proven track record of investment and management excellence. Our transformation from a modest family-owned enterprise into a distinguished real estate company sets us apart. Through strategic vision and relentless dedication, we’ve not only preserved our values, but also positioned the company as a frontrunner in the industry.
Lav Bauta
Founder, Managing Partner
Real Estate Executive with broad based skills and experience encompassing over 15 years of applied strategies.
Izzy Bauta
Founder, Managing Partner
Real Estate Executive with over 13 years of experience in steering operational excellence and implementing strategic initiatives.
We Are Seeking Entrepreneurial Thinkers
Explore career possibilities