Investors Trust

What Investors Trust does

Investors Trust is a privately held real estate investment and asset management firm incorporated in 1977 and headquartered at One Upper Newport Plaza in Newport Beach, California. The firm acquires, develops, and manages a diversified portfolio of income-producing properties across Southern California, including trophy assets such as the 1.3 million square foot Los Angeles Wholesale Produce Market, the 132-acre Newport Beach Country Club, multiple golf and country clubs, retail centers, office complexes, and residential developments. It operates through three primary product lines: Real Estate Funds (Golf Realty, NNN, and Residential funds), Delaware Statutory Trusts structured as 1031 Exchange solutions for accredited investors, and Security Funds managed through its Investors Private Equity subsidiary, with a fourth offering, philanthropy solutions, provided through Investors Philanthropic. The firm uses a single source of long-term capital, which it cites as a structural advantage enabling fast, flexible deal execution without fund-cycle constraints.

The firm's go-to-market is entirely direct and consultative: accredited investors (annual income above $200,000 or net assets above $1,000,000 excluding primary residence) engage via phone or email with DST specialists who advise on retirement, estate, and tax planning considerations. DST investments are typically held for 10 years and provide passive monthly distributions with no landlord responsibilities and limited liability to original investment. The firm maintains no public revenue disclosure, no external funding rounds, and a deliberately contained organizational footprint, operating instead through an extensive network of operating and capital partners and a long-tenured leadership team led by Chairman Robert O. Hill and Managing Director of Operations Steve Abraham. Distribution is concentrated in a single customer segment (accredited individual investors), and geographic focus is heavily Southern California with a single identified out-of-state asset in Phoenix, Arizona.

Name

Investors Trust

Legal name

Investors Trust

Website

https://investorstrust.com

Company type

Private

Founded year

1977

Operating status

Operating

Short description

Investors Trust is a privately held Newport Beach-based real estate investment and asset manager founded in 1977 that offers real estate funds, Delaware Statutory Trusts, Security Funds, and philanthropy solutions to accredited individual investors across Southern California.

Ownership category

akta.pro rank

Product category

Real Estate Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525), Other Investment Pools and Funds (5259), All Other Financial Investment Activities (52399)

SIC

Investment Advice (6282), Real Estate Dealers (For Their Own Account) (6532), Investors, Nec (6799)

akta.pro primary industry

Real Assets — Real Asset Fund Platforms / Multi-Asset Real Assets (Diversified Real Assets Funds) (FSAHAIAM)

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Philanthropic & Charitable Trust Services (FSAAANAI), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Real estate investment
• Asset management
• Delaware statutory trusts
• 1031 exchange solutions
• Private equity funds

Headquarters

HQ city

Newport Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Operations, Personnel, Marketing or Sales, Infrastructure

Revenue model

1. Delaware Statutory Trust Offerings: Investors purchase beneficial ownership interests (shares/equity) in DST properties. Investors receive monthly distributions based on their proportionate ownership. Returns realized upon eventual sale of the DST or through 1031 exchange into additional DSTs. Typically held for 10 years.
2. Real Estate Fund Management: Management and operation of diversified real estate funds including Golf Realty, NNN, and Residential funds. The firm acquires, manages, and develops properties across Southern California, generating returns through rental income, property appreciation, and strategic exits.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Investors Trust is a privately held real estate investment and asset management firm that structures and manages Delaware Statutory Trusts for 1031 Exchanges, diversified real estate funds (Golf, NNN, Residential), Security Funds through its Investors Private Equity subsidiary, and philanthropic investment solutions. The firm acquires, develops, and operates income-producing real estate across Southern California, offering accredited investors passive exposure to institutional-grade properties with monthly distributions and limited personal liability.

Product overview

Investors Trust is a privately held real estate investment and asset management firm offering a portfolio of investment products including Real Estate Funds, Delaware Statutory Trusts (DST) for 1031 Exchanges, Security Funds, and Philanthropy Solutions. The company manages a diverse portfolio of income-producing properties across Southern California, including golf and country clubs (Newport Beach Country Club, Huntington Club, Spanish Hills Club), retail centers (Monarch Beach Promenade), office complexes (Upper Newport Plaza), commercial/industrial properties (Los Angeles Wholesale Produce Market, Plaza Empresa), and luxury residential developments (Laguna Lido, The View, Bear Brand Ranch Company). The DST product provides accredited investors access to institutional-grade real estate with passive income and no landlord responsibilities, while Real Estate Funds offer targeted exposure to golf, NNN, and residential asset classes.

Differentiator

Problem solved

Functional benefit

Brands

• Security Funds: Investors Private Equity offering of security funds, accessible at investorsprivateequity.com
• Investors Philanthropic

Products and services

• Real Estate Funds Investment funds focused on multiple real estate asset classes including golf (Golf Realty), NNN properties, and residential developments across Southern California, offered to accredited investors seeking diversified real estate exposure.
• Delaware Statutory Trusts (DST)
• Security Funds
• Philanthropy Solutions

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Atlas CapitalminorStrategic or Co-development PartnerAtlas Capital is developing the adjacent 1.3 Million square feet ROW DTLA mixed-use development next to the Los Angeles Wholesale Produce Market. This is a neighboring development relationship rather than a formal partnership.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Kennedy Wilson: Kennedy Wilson is a global real estate investment and asset management firm operating real estate funds, comparable in product structure (private real estate funds, direct investments) though at much larger scale and with global diversification versus Investors Trust's SoCal focus.
• W. P. Carey: W. P. Carey is a large publicly traded net-lease REIT and DST sponsor with a much broader portfolio and capital base than Investors Trust, but competes for the same accredited-investor 1031 exchange capital in the NNN/DST category.

Direct peers

• Kay Properties and Investments: Kay Properties is a national 1031 exchange sponsor platform that aggregates DST offerings from multiple sponsors for accredited investors, directly competing for the same investor capital pool as Investors Trust.
• Capital Square 1031: Capital Square is a direct sponsor of Delaware Statutory Trust offerings for 1031 exchanges, serving accredited investors with institutional-grade real estate — the same product category, investor base, and distribution model as Investors Trust's DST franchise.
• Inland Private Capital Corporation: Inland Private Capital sponsors DST and 1031 exchange real estate programs for high-net-worth investors, overlapping directly with Investors Trust's core accredited-investor DST business.
• Passco Companies: Passco is a privately held real estate investment firm specializing in DST programs and private equity real estate funds for accredited investors, directly comparable to Investors Trust in product offering and target market.

Emerging players

• CrowdStreet: CrowdStreet provides an online marketplace for institutional-quality private real estate offerings, adjacent to Investors Trust's direct-offering DST and fund model but enabling broader retail-accredited access.
• Fundrise: Fundrise operates an online real estate investment platform with interval funds and eREITs accessible to a broader investor base, partially overlapping with Investors Trust's private real estate fund products though on a different distribution model.
• BlueRock Real Estate Services: BlueRock is a boutique DST sponsor and 1031 exchange placement agent focused on multifamily and net-lease assets, an emerging competitor in the same DST/1031 product category Investors Trust serves.

Others

• Marcus & Millichap: Marcus & Millichap is a large commercial real estate brokerage and investment sales firm that facilitates transaction flow in the same Southern California real estate market where Investors Trust operates, an ecosystem participant rather than direct competitor.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/investors-trust-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries2 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 Investors Trust