California Capital & Investment Group

What California Capital & Investment Group does

California Capital & Investment Group is a privately held commercial real estate company founded in 1992 and headquartered in Pleasant Hill, California. The firm operates with a staff of 51-100 employees and is led by Principal Founder and Chief Financial Officer Len Epstein, with Phillip Tagami serving as President and CEO. According to the available firmographic record, the company's primary business activity is commercial real estate, though the input data provides no further specificity on the lines of business (e.g., brokerage, investment, property management, development, or lending), deal volume, assets under management, or geographic footprint beyond the Pleasant Hill base.

No information on the company's product mix, underlying technology, pricing structure, go-to-motion, or customer segments could be extracted from the supplied source material. The source-attempted retrieval of the company's own website returned a verification/captcha placeholder page with no substantive content, leaving revenue mechanics, transaction pipeline, and segment-level economics unestablished. As a result, the business model description above is limited to what can be inferred from the firm's name, sector classification, and leadership structure, and any deeper characterization of how the firm generates revenue or differentiates within the East Bay / Northern California CRE market is unsupported by the available evidence.

Name

California Capital & Investment Group

Website

https://californiagroup.com

Company type

Private

Founded year

1992

Headcount range

51–100 employees

Short description

California Capital & Investment Group is a privately held commercial real estate firm founded in 1992 and based in Pleasant Hill, California, operating with 51-100 employees under founder/CFO Len Epstein and President/CEO Phillip Tagami.

Ownership category

akta.pro rank

Product category

Commercial Real Estate

NAICS

Other Financial Investment Activities (5239), Finance and Insurance (52)

SIC

Real Estate Dealers (For Their Own Account) (6532), Real Estate (6500)

akta.pro primary industry

Capital Markets Advisory (Equity Placement, JV & Recapitalization) (BPAJABAL)

akta.pro secondary industry

Land Acquisition, Lot Development & Construction Financing (AD&C) (FSALAHAI)

Keywords

• Commercial real estate
• Real estate investment
• Property services
• Commercial properties
• Real estate holdings

Headquarters

HQ city

Pleasant Hill

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Core offering

California Capital & Investment Group is a commercial real estate company headquartered in Pleasant Hill, California, operating as a private, for-profit firm since its founding in 1992. Detailed product/service descriptions are not present in the supplied source content, which consists primarily of a captcha/verification placeholder page.

Differentiator

Problem solved

Functional benefit

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves2 records

Broad incumbents

• Walker & Dunlop: Large US commercial real estate finance and investment sales firm. Comparable as a CRE capital intermediary with multifamily and commercial lending and advisory capabilities.
• Newmark Group: Global commercial real estate services and capital markets advisory firm. Comparable as a CRE capital markets competitor, though significantly larger and more diversified than California Capital & Investment Group.
• CBRE Capital Markets: Capital markets and investment sales division of CBRE Group, the world's largest commercial real estate services firm. Directly comparable in CRE capital advisory activity, with vastly broader geographic and service coverage.
• JLL Capital Markets: Capital markets arm of Jones Lang LaSalle, providing debt origination, equity placement, and recapitalization services. Overlaps with the subject firm in CRE capital advisory, but at much greater scale and global reach.
• Colliers International: Global professional services and investment management firm with a strong CRE capital markets and investment sales practice. Overlaps with the subject firm in commercial real estate investment advisory.

Direct peers

• Marcus & Millichap: A US-focused commercial real estate investment sales and capital markets firm. Directly comparable as a CRE-focused intermediary and capital advisory platform serving private and institutional investors across property types.
• Eastdil Secured: A leading CRE investment banking and capital markets advisory firm. Comparable as a specialist in CRE capital advisory, equity placement, and recapitalization transactions for institutional clients.

Emerging players

• Greystone: US commercial real estate finance and advisory firm specializing in multifamily and healthcare lending and investment sales. Comparable as a mid-to-large CRE capital intermediary with similar transaction-oriented focus.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat1 record

Key risks4 records

Key highlights4 records

Customer concentration

• Facebookfacebook.com/CaliforniaCapitalandInvestmentGroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about California Capital & Investment Group