Stockbridge
Stockbridge is a private commercial real estate investment and development firm that brokers, acquires, develops, and manages value-add retail, industrial, and office properties in the western United States, offering joint-venture partnership structures for both tenants seeking ownership and equity investors targeting approximately 20% annual returns.
- Company typePrivate
- Founded1997
- HeadquartersOrem, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Stockbridge does
Stockbridge is a privately held commercial real estate investment and development firm founded in 1997 and headquartered in Orem, Utah. The company brokers, acquires, develops, and manages value-add retail, industrial, and office properties, primarily in the western United States, with deal sizes capped at sub-$15MM total capitalization and a stated focus on properties purchased at a discount to replacement cost in primary, secondary, and tertiary markets. Since founding, Stockbridge has brokered, managed, or purchased over 900,000 square feet of commercial property across Silicon Valley, California and Utah, and operates a portfolio that includes mixed-use centers (Old Towne Square, Copper Creek Retail Center), a tech-focused office and data center campus (Fibernet Business Park with the nethosting.com facility), and apartment assets (Lacey Lane, Canterbury Village, 4200 South). The firm also co-invests in larger mixed-use redevelopments through long-tenured joint ventures, notably the 83-acre Bay Meadows project in San Mateo with Wilson Meany (in place since 1997) and the Featherstone Industrial Park warehouse portfolio in Northern Virginia with Rosenthal Properties (acquired in 2021 and sold to TA Realty for $132 million in 2026 at a roughly 27% gain).
The firm's business model combines direct investment returns with partnership-driven revenue. Stockbridge offers two distinct joint-venture products: one for tenants who want to own their real estate but lack development expertise (including sale/leaseback structures for capital redeployment), and one for equity and capital partners seeking diversified real estate exposure with target returns of approximately 20% annually. Five equity joint-venture partnerships are reported to have delivered over 100% annualized cash-on-cash returns on apartment and mixed-use office and retail properties. The firm targets tenant partners across life science, financial services, technology, lab/research, healthcare, mixed-use development, and green-building verticals, with customers ranging from SMB retail tenants to enterprise names such as Hewlett Packard, Unum Life Insurance, Wells Fargo Home Mortgage, and IHC Medical Equipment. Leadership consists of founding partners Eric Gustafson and Lee Livingston, augmented by Managing Director Paul Kolevsohn, who was hired to lead a newly created Investment Research and Strategy function and previously oversaw approximately $50 billion in assets at Mercer Alternatives.
Stockbridge firmographics
Firmographics- Name
- Stockbridge
- Legal name
- Stockbridge Corporation
- Website
- https://stockbridge.cc
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Stockbridge is a private commercial real estate investment and development firm that brokers, acquires, develops, and manages value-add retail, industrial, and office properties in the western United States, offering joint-venture partnership structures for both tenants seeking ownership and equity investors targeting approximately 20% annual returns.
- Ownership category
- akta.pro rank
Stockbridge industry classification
Industry- Product category
- Commercial Real Estate Investment & Development
- NAICS
- Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)
- SIC
- Real Estate Agents & Managers (For Others) (6531), Real Estate Dealers (For Their Own Account) (6532)
- akta.pro primary industry
- Investment Sales Brokerage (BPAJABAI)
- akta.pro secondary industries
- Capital Markets Advisory (Equity Placement, JV & Recapitalization) (BPAJABAL), Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE), Commercial Real Estate Brokerage (Leasing & Sales) (FSAEAJAB)
Keywords
Where Stockbridge is headquartered
LocationHeadquarters
- HQ city
- Orem
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Stockbridge business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Supply Chain
Revenue model
- Real Estate Investment Returns: Stockbridge generates returns through value-add property investments, acquiring properties below replacement cost and repositioning them through development, redevelopment, renovation, and repositioning to capture appreciation.
- Asset Management and Joint Venture Fees: The firm partners with equity investors and capital partners, offering approximately 20% annual returns through joint-venture structures on apartment and mixed-use office and retail properties.
- Sale/Leaseback Transactions: Stockbridge facilitates sale/leaseback arrangements for companies looking to redeploy capital from real property into operating capital, providing customized strategies for tenant partners.
- Joint Venture Development with Tenants: Partnership structure where Stockbridge develops real estate with tenants who desire ownership but lack development and management expertise, creating equity through property ownership.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels2 records
Stockbridge product offering
Product offeringCore offering
Stockbridge is a commercial real estate investment and development firm that brokers, acquires, develops, and manages value-add retail, industrial, and office properties. The firm offers joint-venture partnership structures with tenants seeking property ownership and equity partners seeking approximately 20% annual returns, along with sale/leaseback transaction services for capital redeployment.
Product overview
Stockbridge is a commercial real estate investment and development firm that brokers, acquires, develops, and manages value-add retail, industrial, and office properties. The company operates a portfolio of distinct property offerings including Old Towne Square (mixed-use retail/office), Fibernet Business Park (tech-focused office with data center), Copper Creek Retail Center, and multiple apartment assets. Beyond property ownership, Stockbridge offers joint-venture partnership services: partnering directly with tenants who desire real estate ownership, and joint-ventures with equity partners seeking approximately 20% annual returns. The firm has brokered, managed or purchased over 900,000 square feet of commercial property and has completed 5 equity joint-venture partnerships that returned over 100% annualized Cash on Cash returns.
Differentiator
Problem solved
Functional benefit
Products and services
- Joint-Venture Partnership with Tenants
Quantifiable outcome
- Over 100% Cash on Cash returns on 5 equity joint-venture partnerships in apartment and mixed-use properties
- +5 more outcomes
Companies that use Stockbridge
Customer profileNamed customers12 records
Segments10 records
Ideal customer profiles2 records
Stockbridge technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Stockbridge partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Rosenthal PropertiescoreJoint venture partnership with Rosenthal Properties to own and manage Featherstone Industrial Park, a 734,606 SF, 13-building warehouse portfolio in Northern Virginia. The JV sold the fully leased property to TA Realty for $132 million in 2026, representing a 27% gain over their 2021 purchase price.
- Wilson MeanycoreLong-term co-development partnership with Wilson Meany beginning in 1997 to transform the 83-acre Bay Meadows horse racetrack into a mixed-use community in San Mateo, CA. The completed development includes over 1 million SF of office space, nearly 1,000 homes, 18 acres of parks, a private high school, and 40,000+ SF of retail. The firms are applying lessons from Bay Meadows to other redevelopment projects including Treasure Island in San Francisco.
Scale indicators7 records
Recent moves6 records
Expansion highlights4 records
Stockbridge competitors and assessment
Company assessmentBroad incumbents
- CBRE Group: World's largest commercial real estate services and investment firm; offers investment sales, debt/equity placement, JV advisory, and asset management overlapping with Stockbridge's full-lifecycle offering but at global institutional scale.
- Colliers International: Global diversified professional services and investment-management firm with significant U.S. capital-markets and brokerage operations - directly competes for the same value-add investment-sale mandates and JV equity placements, scaled broadly.
- JLL Capital Markets: Global CRE services platform (including JLL Capital Markets, formerly HFF) providing investment sales, debt placement, equity placement, and recapitalization services - overlapping capability set to Stockbridge but at vastly greater scale and geographic breadth.
- Newmark Group: Full-service global CRE services firm spanning capital markets, investment sales, leasing, and advisory - competes in many of the same transactions and capital-raise mandates as Stockbridge, though with a much broader service portfolio.
- Cushman & Wakefield: Global CRE services firm with strong investment sales, debt/equity placement, and asset management capabilities - competes for the same investor-client pool Stockbridge targets with capital advisory and JV services, but at significantly larger scale.
Direct peers
- Walker & Dunlop: Specialized commercial real estate finance and investment-sales platform focused on multifamily and commercial debt/equity placement - highly comparable in its capital-markets intermediary role to capital partners.
- Northmarq: Private CRE capital markets firm offering debt and equity placement, investment sales, and investment banking for commercial properties - a near-direct analog to Stockbridge's capital-markets advisory and JV equity-raise focus.
- Eastdil Secured: Premier global CRE investment banking and investment-sales platform advising on large capitalization transactions, recapitalizations, and joint ventures - a more institutional analog to Stockbridge's equity placement / JV recapitalization work.
- Marcus & Millichap: Largest U.S. specialist in commercial real estate investment sales brokerage, focused on arranging transactions of value-add and stabilized properties for private investors and institutional sellers - directly comparable to Stockbridge's investment-sales brokerage core.
Emerging players
- Buchanan Street Partners: Private CRE investment manager focused on value-add and opportunistic commercial real estate with institutional JV capital structures - similar thesis (value-add repositioning via JV equity) but more institutional footprint than Stockbridge's boutique model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Stockbridge social profiles
Digital presenceStockbridge financial estimates
Financial estimateRevenue estimate
Valuation estimate
Stockbridge leadership team
Management profileNumber of profiles
Profiles3 records
Stockbridge funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Stockbridge M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Stockbridge
What does Stockbridge do?
Stockbridge is a commercial real estate investment and development firm that brokers, acquires, develops, and manages value-add retail, industrial, and office properties. The firm offers joint-venture partnership structures with tenants seeking property ownership and equity partners seeking approximately 20% annual returns, along with sale/leaseback transaction services for capital redeployment.
Is Stockbridge a public or private company?
Stockbridge is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Stockbridge founded?
Stockbridge was founded in 1997. It employs 1 to 10 people.
Where is Stockbridge based?
Stockbridge is headquartered in Orem, United States, in the North America region.
How does Stockbridge make money?
Four revenue lines are on record. Real Estate Investment Returns are the primary driver. The others are asset Management and Joint Venture Fees, sale/Leaseback Transactions and joint Venture Development with Tenants.
Who are Stockbridge's main competitors?
Broad incumbents on record are CBRE Group, Colliers International, JLL Capital Markets, Newmark Group and Cushman & Wakefield. Direct peers are Walker & Dunlop, Northmarq, Eastdil Secured and Marcus & Millichap. Buchanan Street Partners is listed as an emerging player.
Does Stockbridge have an API?
No public API is recorded for Stockbridge.
What industry is Stockbridge in?
Stockbridge's product category is Commercial Real Estate Investment & Development. Its primary akta.pro industry code is BPAJABAI, Investment Sales Brokerage, with a secondary code of BPAJABAL, Capital Markets Advisory (Equity Placement, JV & Recapitalization). Its NAICS code is 523940 and its SIC code is 6531.