01
Discretionary capital
We control the funds we deploy. There is no syndication risk and no financing contingency built on a committee we do not sit on.
Private Investment Firm | Irvine, California
Capital and conviction behind enduring assets.
Bascom Holdings acquires majority interests in established operating businesses and income producing real estate. We commit our own capital, we decide quickly, and we hold for the long term.
Representative asset: Lyric Apartment Homes, Nevada
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1996
Year founded
$21B+
Multifamily value add transactions
$2M to $30M
Target company revenue
5 Sectors
Multifamily, office, retail, industrial, self storage
The Firm
A principal investor, not an intermediary.
Bascom Holdings is a private investment firm headquartered in Irvine, California. Since 1996 we have acquired controlling positions in mid sized operating companies and in real estate across the United States, including more than $21 billion in multifamily value add transactions.
We invest as principals. That means our capital sits alongside the operators and owners we back, our diligence is conducted in house, and our answer arrives in weeks rather than quarters. Sellers work directly with the people who make the decision, and management teams keep running the business they built.
Our mandate is deliberately broad and our discipline is not. We look for durable cash flow, a defensible position in the market, and a clear path to a stronger asset three to five years from closing.
02
Operator alignment
We partner with executives who want a capital partner rather than a new boss, and we structure equity so their upside grows with ours.
03
Long hold horizon
We are not bound to a fixed fund life. Assets are held for as long as the value creation plan keeps compounding.
Investment Criteria
What we acquire.
We pursue four situations. Each one begins with an owner, an operator, or a lender who needs a decisive counterparty. If your opportunity fits any of the profiles below, we will give you a clear read on fit before you spend time on a full package.
Situation One
Operating companies
Majority interests in profitable, mid sized businesses with a durable customer base and a management team that intends to stay. Manufacturing, distribution, services, and specialty products.
- Revenue
- $2 million to $30 million
- Position
- Majority interest
- Geography
- United States
Situation Two
Income producing real estate
Stabilized and value add assets where operations, capital structure, or physical condition leave measurable performance on the table. Multifamily is our deepest lane.
- Value
- $5 million and above
- Profile
- Core plus to value add
- Sectors
- Five, listed below
Situation Three
Owner transitions
Retirements, partner buyouts, and succession events where a founder wants liquidity, continuity for employees, and a clean process rather than a public auction.
- Structure
- Full or partial exit
- Timeline
- Weeks to a signed letter
- Continuity
- Management retained
Situation Four
Distressed assets and notes
Loans, note pools, and properties carrying complexity that a conventional buyer will not underwrite. We assess collateral quickly and close without financing conditions.
- Assets
- Real estate and notes
- Closing
- All cash available
- Complexity
- Welcome
Approach
How a transaction moves.
Certainty is the product. Our process is built to give a seller an honest answer early, a signed letter quickly, and a closing that matches the terms we first put on the table.
01
Initial review
Send financials and a short description of the situation. We respond with a straight answer on fit, typically within two business days, and we say no when the answer is no.
02
Indication of value
We deliver a preliminary range and the assumptions behind it, so you can evaluate our thinking before granting access to the business or the asset.
03
Diligence
Our team conducts diligence directly with a defined scope and a defined end date. Operations continue without a parade of outside consultants.
04
Closing
We close on the terms we signed, funded with discretionary capital. Retrading is not part of how we work, and our reputation depends on that.
05
Ownership
Value creation begins on day one: capital improvements, operating discipline, and a management team with real equity in the outcome.
We buy businesses and buildings we would be content to own for a decade.
Bascom Holdings | Investment Philosophy
Portfolio
Where our capital works.
The portfolio spans five property sectors and a set of operating companies acquired from founders and families. Multifamily remains the core of the platform, supported by three decades of underwriting, renovation, and disposition experience across market cycles.
Multifamily
Garden, mid rise, and workforce communities positioned for renovation and repositioning.
Office
Well located assets acquired below replacement cost with capital reserved for repositioning.
Retail
Neighborhood and service oriented centers anchored by durable local demand.
Industrial
Infill warehouse and light industrial space serving regional distribution needs.
Self storage
Facilities with pricing power, low operating intensity, and room for management upgrades.
Contact
Start a conversation.
Brokers, owners, lenders, and operators are all welcome. Share the basics of the opportunity and the right person at the firm will respond directly.
Email
info@bascomholdings.com
Telephone
(949) 955-0888
Office
26 Corporate Park, Suite 200
Irvine, California 92606
Irvine, California 92606
Submissions
Financials, rent rolls, and offering materials may be sent directly to
info@bascomholdings.com