Stockdale Capital Partners

What Stockdale Capital Partners does

Stockdale Capital Partners is a vertically-integrated real estate private equity firm founded in 1996 by brothers Steven Yari and Shawn Yari, evolving from a 60-year family office heritage. The firm acquires, develops, and asset-manages commercial real estate across multiple asset classes — multifamily, retail, medical office, hospitality, and office — through a combination of wholly-owned properties, programmatic joint ventures with institutional partners (Siguler Guff, Quilvest, Jasper Ridge Partners, Grosvenor Group), and two closed-end commingled funds (a $550M inaugural fund closed in March 2020 and a $700M Real Estate Opportunities Fund II closed in July 2025), plus an open-ended healthcare real estate income fund launched in 2023. Gross assets under management total approximately $2.8 billion, deployed across roughly two dozen named properties ranging from regional malls (The Oaks in Thousand Oaks) and lifestyle centers (Avenues at Northfield in Denver) to medical campuses (Willow Oaks in Fairfax, Banner Health portfolio) and Class A multifamily (Quincy at Kierland, Avant at Fashion Center).

The firm operates a traditional real estate investment platform without proprietary technology, public APIs, or disclosed AI capabilities; its core "platform" is operational — combining in-house acquisitions, asset management, property management, development, and capital formation functions to execute deals on an all-cash basis and to capture margin across the value chain. Its technology footprint is limited to a corporate website with an investor login portal and standard back-office property management systems, with no developer-facing APIs, SDKs, or model context protocol integrations disclosed.

Stockdale's revenue model is professional services-based, generating management fees, transaction fees, and potential carried interest from institutional limited partners (domestic and international pension funds, endowments, global financial institutions, and family offices) plus property-level income from owned assets. Go-to-market is enterprise field sales and direct institutional investor relations, with distribution through capital markets relationships, programmatic joint ventures, and direct property acquisitions and leasing. The firm employs approximately 100 people across six offices (Los Angeles HQ, two in Scottsdale, Denver, New York, and Dallas), with a management team whose recent senior hires have come from Oaktree, Tishman Speyer, CIM Group, Elliott Management, PJT Partners/Park Hill, and Lincoln Property Company.

Name

Stockdale Capital Partners

Legal name

Stockdale Capital Partners, LLC

Website

https://stockdalecapital.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

51–100 employees

Short description

Stockdale Capital Partners is a vertically-integrated real estate private equity firm that acquires, develops, and asset-manages multifamily, retail, medical office, hospitality, and office properties across the U.S. for institutional investors, managing approximately $2.8 billion in gross AUM through closed-end funds, joint ventures, and direct ownership.

Ownership category

akta.pro rank

Product category

Commercial Real Estate Investment Management

NAICS

Other Investment Pools and Funds (5259), Other Financial Investment Activities (5239), Portfolio Management and Investment Advice (52394)

SIC

Investors, Nec (6799), Real Estate Dealers (For Their Own Account) (6532)

akta.pro primary industry

Real Estate Funds — Core (Stabilized, Income) (FSANAEAF)

Keywords

• Real estate private equity
• Commercial property investment
• Asset management services
• Value-add investing
• Real estate fund management

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Real Estate Investment Management: Generates returns through acquisition, development, and asset management of commercial real estate across multiple asset classes including multifamily, retail, medical office, hospitality, and office properties.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Stockdale Capital Partners is a vertically-integrated real estate private equity firm that acquires, develops, and asset-manages commercial real estate across multiple asset classes including multifamily, retail, medical office, hospitality, and office properties. The firm raises capital through commingled funds and programmatic joint ventures with institutional investors, then deploys that capital into direct property acquisitions and active asset management. It manages approximately $2.8 billion in gross assets and operates six offices across the U.S.

Product overview

Stockdale Capital Partners is a vertically integrated real estate private equity firm offering a portfolio of investment vehicles and direct property holdings across multiple asset classes. Its fund products include the Real Estate Opportunities Fund II ($700M), an Open-Ended Healthcare Real Estate Income Fund, an inaugural commingled fund ($550M), and a Value-Oriented Investment Program ($75M JV with Siguler Guff). The firm manages a diversified property portfolio spanning retail (Avenues at Northfield, The Oaks Mall), multifamily residential (The Quincy at Kierland, Amelia at Farmer's Market, Avant at Fashion Center), medical office (Willow Oaks Medical Campus, Banner Health Portfolio, 1401 Philomena, multiple medical villages and MOBs), hospitality (The Aster, The Source Hotel, The Marker Hotel, Intercontinental Texas Medical Center), office (Galleria Corporate Center, Ilume), and parking assets. The firm operates across the Southwest U.S. and beyond, with six offices nationwide.

Differentiator

Problem solved

Functional benefit

Products and services

• Real Estate Opportunities Fund II A closed-end opportunistic real estate fund targeting value-add and opportunistic commercial real estate investments across the Southwest United States, with a final closing at $700 million in commitments from institutional investors.
• Real Estate Opportunities Fund (Inaugural Commingled Fund) The firm's inaugural commingled fund closed with $550 million in commitments from institutional investors, targeting opportunistic real estate investments.
• Open-Ended Healthcare Real Estate Income Fund An open-ended fund focused on acquiring and managing healthcare and medical office properties across the U.S., launched with an initial acquisition of 2100 West 3rd Street Medical Center in Los Angeles, CA.
• Value-Oriented Investment Program (Siguler Guff JV) A $75 million joint venture with Siguler Guff & Company targeting value-add and opportunistic commercial real estate across the Southwest U.S.
• Commercial Real Estate Asset Management Services Vertically-integrated asset management services covering acquisition, repositioning, leasing, and ongoing portfolio oversight for owned and joint-venture commercial real estate assets across multifamily, retail, medical office, hospitality, and office asset classes.
• Property Management & Leasing Services In-house property management, leasing, and tenant coordination services for the firm's owned and joint-venture commercial property portfolio, including retail centers, medical office buildings, multifamily communities, hotels, and office properties.
• Real Estate Development Services Real estate development services covering entitlements, design, permitting, construction management, and feasibility analysis across all property types including multifamily, retail, medical office, hospitality, and office.
• Real Estate Acquisitions & Joint Venture Origination Direct property acquisitions and programmatic joint venture origination with institutional partners across the Southwest and nationally, executed with all-cash capability and multi-asset class expertise.

Quantifiable outcome

• $2.8 billion in gross assets under management
• +3 more outcomes

Named customers12 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Ace Parking ManagementcoreOthers · 1 September 2016Partnership with Ace Parking for day-to-day management of parking assets acquired by the Grosvenor Group joint venture. Ace manages 500+ locations with 175,000 stalls across eight states.
• GreystarminorOthersSet to manage the Amelia at Farmer's Market property in Dallas, TX following Stockdale's acquisition.
• Little Kitchen AcademyminorStrategic or Co-development PartnerPartnership with Little Kitchen Academy for flagship location opening Summer 2026 at The Oaks shopping center in Thousand Oaks, CA. Montessori-inspired cooking academy for children and teens.

Scale indicators10 records

Recent moves11 records

Expansion highlights6 records

Direct peers

• CIM Group: Los Angeles-based, vertically integrated real estate investment manager investing across multifamily, office, retail, hospitality, and medical office in urban and Sun Belt markets — directly comparable to Stockdale in strategy, geography, asset class mix, and in-house operating platform.
• TruAmerica Multifamily: Los Angeles-headquartered multifamily investment manager with deep Southwest / Western US footprint — directly comparable to Stockdale's multifamily expansion led by MD Sam Palmer (ex-TruAmerica EVP Stoneweg US) and shared institutional LP relationships.
• JRK Hotel Group: Los Angeles-based hospitality-focused real estate investor and operator with national footprint — directly comparable to Stockdale's hospitality vertical led by MD Bill Doak (30+ years hospitality, ex-CIM, Four Seasons, Ian Schrager, Morgans).
• Caruso Affiliated: Los Angeles-based, family-controlled real estate investment and operating company with vertically integrated ownership, asset management, and leasing across retail and mixed-use — closely comparable to Stockdale's owner-operator model and Southwest LA concentration.
• Worthe Real Estate Group: Santa Monica-based, family-owned commercial real estate owner-operator focused on Class A office and mixed-use in Southern California — comparable to Stockdale's LA-based, principal-controlled operating model and office/creative office exposure.
• Redcar Properties: Los Angeles-based retail and mixed-use real estate investment firm — directly comparable to Stockdale's LA-based retail ownership and leasing operations (Ian Lesyk joined Stockdale from Redcar as VP Retail Asset Management).

Broad incumbents

• Tishman Speyer: Global, vertically integrated real estate investment manager operating across office, multifamily, retail, and life science — comparable to Stockdale's diversified multi-asset strategy and similar executive alumni (Richie Dinets joined Stockdale as MD & General Counsel from Tishman Speyer in February 2026).
• Oaktree Capital Management (Real Estate): Large alternative investment manager with a dedicated real estate strategy — comparable to Stockdale's value-add/opportunistic real estate fund model and provides senior talent (CFO Brian Grefsrud and Tax Director Kenny Chu both ex-Oaktree).
• Unibail-Rodamco-Westfield: Global retail and mixed-use real estate owner-operator — comparable to Stockdale's retail vertical (The Oaks, Avenues at Northfield) and provides senior retail talent (Bastian Peters, Ian Lesyk, Kate Carter all ex-URW).
• Related Companies: National, vertically integrated real estate developer and investment manager operating across multifamily, office, retail, and mixed-use — comparable in scale of asset class diversification and West Coast presence (Anthony Lumby joined Stockdale from Related as VP Acquisitions).

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/stockdale-capital-partners-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds3 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stockdale Capital Partners