JMREI

What JMREI does

JMREI is a private real estate investment and financial advisory firm headquartered in Irvine, California, founded in 1981 by Joseph Martelli. The firm operates across four primary service lines: hotel portfolio management (concentrated in Marriott-branded properties across Residence Inn, SpringHill Suites, and Courtyard sub-brands), real estate sales and acquisitions, private money lending, and mortgage brokerage/financial planning. Its core client base includes real estate investors, developers, home buyers, and retirees seeking financial advisory services, with notable visibility among former professional athletes (Trevier Hoffman, Phil Nevin, Mark Kotsay, Jaret Wright) who have publicly endorsed the firm.

The firm's business model combines principal ownership (hotel assets and lending book), fee-based services (brokerage commissions, mortgage origination), and advisory retainers. Revenue mechanics span interest income from private money loans (extended to borrowers in California and Tennessee), commission income on real estate transactions, asset management fees on the hotel portfolio, and development economics on joint construction projects with R.D. Olson Development (a construction partner since at least 2005). The firm has incrementally diversified into specialized asset classes including cannabis-use real estate, senior housing, and assisted living facilities.

JMREI's operating footprint is concentrated in Southern California, with private money lending extended to Tennessee. The team is small (1-10 employees) and family-led, with founder Joseph Martelli at the helm and Marco Martelli promoted to Vice President in 2017 as part of generational succession. Garett Green joined the asset management team in 2019. The firm's technology infrastructure appears limited to standard real estate tooling — MLS syndication, Zillow/Redfin listing presence, and drone photography — with no disclosed proprietary technology, AI/ML capabilities, or data platform. The firm maintains no disclosed external funding, operating entirely on founder/family capital and internally generated cash flow.

Name

JMREI

Legal name

Joseph Martelli Real Estate Investments, Inc.

Website

https://jmrei.com

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

1–10 employees

Short description

JMREI is a private Irvine, California-based real estate investment and advisory firm founded in 1981, specializing in Marriott-branded hotel portfolio management, private money lending, real estate brokerage, and financial planning for investors, developers, home buyers, and retirees primarily in Southern California.

Ownership category

akta.pro rank

Product category

Real Estate Investment & Advisory Services

NAICS

Real Estate Property Managers (53131), Portfolio Management and Investment Advice (523940), Finance and Insurance (52)

SIC

Real Estate Agents & Managers (For Others) (6531), Investors, Nec (6799), Mortgage Bankers & Loan Correspondents (6162)

akta.pro primary industry

Real Estate M&A / Joint Venture Advisory (Platform Deals, Partnerships) (BPAJANAF)

akta.pro secondary industries

Capital Markets Advisory (Equity Placement, JV & Recapitalization) (BPAJABAL), Industrial & Logistics Real Estate Asset Management (BPAJAMAC), Real Estate Debt & Mortgage Strategies (FSAAAKAC), Non-QM & Specialty Wholesale Lending (Bank Statement/DSCR/Alt-Doc) (FSALACAD), Equipment & Asset Finance (SME) (FSAKAGAF)

Keywords

• Real estate investment
• Private money lending
• Hotel asset management
• Real estate advisory
• Commercial development

Headquarters

HQ city

Irvine

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Real Estate Sales Commissions: Revenue from representing buyers and sellers in residential and commercial real estate transactions across Southern California.
2. Private Money Lending Interest: Interest income from private money loans on non-owner occupied, income producing properties. Loans consider properties that generate rental income exceeding PITI payments.
3. Asset Management Fees: Ongoing asset management services for hotel portfolios and investment properties, including investor communication and property management.
4. Mortgage Broker Services: Pre-qualification and education on loan programs, including conventional loans, jumbo loans, VA/FHA loans, and commercial financing.
5. Hotel Ownership Revenue: JMREI maintains a hotel portfolio including Marriott-branded properties generating steady monthly cash flow.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

JMREI (Joseph Martelli Real Estate Investments, Inc.) is a private real estate investment and advisory firm that manages a portfolio of Marriott-branded hotels, provides private money lending for non-owner occupied income-producing properties, and offers full-service real estate buying and selling representation. The company additionally delivers investment products (trust deeds, joint ventures, cash flow properties), real estate financial planning, and turnkey development consultation for hotel and commercial projects across Southern California, California, and Tennessee.

Product overview

JMREI is a financial services and real estate advisory firm (not a SaaS platform) offering a unified suite of real estate investment and financing services. The core offering consists of Hotel Portfolio Management (Marriott-branded properties), Real Estate Sales/Buying, Private Money Loans, Investment Products, and Real Estate Financial Planning. Supporting modules include Conventional Loans, Jumbo Loans, Commercial Loans, VA/FHA Loans, Refinance Services, Development Consultation, and coverage across diverse property types (hotels, medical buildings, retail, multifamily, industrial, senior housing). The company leverages strategic partnerships with R.D. Olson for construction and Marriott for hotel branding/management. Client access is provided through a member login portal for investor statements.

Differentiator

Problem solved

Functional benefit

Products and services

• Hotel Portfolio Management Asset management of Marriott-branded hotel properties (Residence Inn, Courtyard, Fairfield Inn, SpringHill Suites, AC by Marriott) designed to generate steady monthly cash flow for investors. Targets real estate investors seeking passive income from hospitality assets.
• Real Estate Sales and Buying Full-service real estate agent representation for buying and selling residential, commercial, and vacant land properties across Southern California. Includes aerial drone photography, high-definition video, and MLS distribution across Orange County, Los Angeles, San Diego, and San Bernardino Counties.
• Private Money Loans Short-term private financing for non-owner occupied, income-producing real estate. Offers funding within 10 business days, starting rates at 6.5%, no prepayment penalty, no maximum LTV, and flexible credit criteria. Available in California and Tennessee.
• Conventional Loans

Quantifiable outcome

• Fast response time within 24 hours for inquiries
• +3 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• R.D. Olson / Bob OlsoncoreStrategic or Co-development Partner · 1 January 2005Since 2005 JMREI has built a special relationship with Bob Olson & the R.D. Olson Team for construction. R.D. Olson is a trusted name in commercial building with a 40-year track record. This partnership enables turnkey development solutions including financing, construction, and management for hotel and commercial projects.
• Marriott InternationalcoreStrategic or Co-development PartnerJMREI has special relationships with Marriott for hotel management and branding. Hotel projects have the opportunity to benefit from JMREI's Marriott relationships for management and branding, supporting the company's 20-year hospitality track record.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• New Western Acquisitions: Real estate investment firm that acquires, renovates, and resells properties for investors, with a strong presence in Southern California. Directly comparable to JMREI's real estate investing, brokerage, and development activity in the same regional market.
• Anchor Loans: California-based private money lender focused on residential real estate investors, comparable to JMREI's private money lending product (non-owner occupied, fast-funding, flexible underwriting). Both compete in the same "denied by the bank" borrower segment in California.
• Pacifica Hotels: California-based hotel owner and operator with a portfolio of full-service and select-service properties. Comparable to JMREI's hotel asset management business given the shared regional concentration and select-service focus.
• Calkain Companies: Boutique commercial real estate investment sales and advisory firm specializing in single-tenant and net lease properties. Comparable to JMREI's boutique real estate advisory and brokerage model, though Calkain focuses on net-lease rather than hospitality.
• American Hospitality Management: Third-party hotel management company operating branded and independent hotels. Comparable to JMREI's hotel asset management service line, particularly for franchised Marriott-flagged properties where both firms operate in the management layer.
• LendingOne: Direct private lender for residential real estate investors offering rental and bridge loans. Overlaps directly with JMREI's private money loan product for income-producing, non-owner-occupied properties.
• Lima One Capital: Private money lender specializing in rental property financing for real estate investors. Directly comparable to JMREI's private money loan offering for non-owner occupied, income-producing properties. Both target the fix-and-flip and rental investor borrower.

Emerging players

• Kiavi (formerly Patch of Land): Tech-enabled private real estate lender providing bridge and rental loans to investors. Comparable to JMREI's private money lending business but with a scaled, digital platform approach — representing both a peer and a competitive threat to JMREI's manual private lending model.

Broad incumbents

• RMR Group: Real estate asset and property management firm managing portfolios across hospitality, office, and residential for institutional owners. Comparable to JMREI's hotel asset management function but operating at REIT-scale across multiple property types.
• Marcus & Millichap: Large institutional commercial real estate investment sales and advisory firm covering brokerage, financing, and investment sales across asset classes including hospitality. A scaled incumbent offering similar service lines to JMREI (brokerage, financing, advisory) but at much greater breadth and scale.

Market position

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/jmrealestateinv
• Facebookfacebook.com/Joseph-Martelli-Real-Estate-Investments-973143902706020
• LinkedInlinkedin.com/company/joseph-martelli-real-estate-investments

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 JMREI