Retail
| Description
| Purchase Date
Sale Date | Purchase Price
Sale Price | IRR |
Acorn Plaza
Santa Maria/Orcutt, California |
30,530 sq. ft.
Shopping Center |
September-89
June-05 |
$3,952,000
$5,300,000
|
7.52% |
Arroyo Town & Country Square
Arroyo Grande, California |
26,946 sq. ft.
Shopping Center |
September-89
June-05 |
$4,643,000
$4,200,000
|
5.22% |
Atascadero Factory Outlet
Atascadero, California |
86,820 sq. ft.
Shopping Center |
June-94
July-05 |
$9,139,865
$6,000,000
|
-7.30% |
Town Center West
Santa Maria, California |
61,803 sq. ft.
Shopping Center |
August-95
June-05 |
$5,600,000
$10,000,000
|
23.37% |
3025 De La Vina Street
Santa Barbara, California |
18,472 sq. ft.
Medical & Retail Bldg. |
March-98
August-05 |
$5,422,186
$10,700,000
|
31.99% |
Arlington Plaza
Santa Barbara, California |
10,435 sq. ft.
Shopping Center |
December-98
July-02 |
$2,100,000
$3,400,000
|
32.06% |
Pismo Coast Shopping Plaza
Pismo Beach, California |
112,762 sq. ft.
Shopping Center |
January-99
June-03 |
$9,800,000
$12,200,000
|
22.53% |
Creekside Shopping Center
Vista, California |
135,949 sq. ft.
Shopping Center |
June-99
January-08 |
$12,050,000
$15,100,000
|
2.67% |
Simi Valley Promenade
Simi Valley, California |
82,333 sq. ft.
Shopping Center |
December-99
January-04 |
$9,700,000
$14,250,000
|
16.13% |
SLO Promenade
San Luis Obispo, California |
173,347 sq. ft.
Shopping Center |
July-02
August-06 |
$28,950,000
$47,750,000
|
30.88% |
Park Oaks
Thousand Oaks, California |
110,074 sq. ft.
Shopping Center |
September-03
November-05 |
$34,000,000
$42,910,000
|
60.39% |
Carwood Shopping Center
Lakewood , California |
106,721 sq. ft.
Shopping Center |
July-04
August-06 |
$23,975,000
$30,500,000
|
23.31% |
Office/Industrial
| Description
| Purchase Date
Sale Date | Purchase Price
Sale Price | IRR |
Hollister Avenue Investors
Santa Barbara, California |
18,500 sq. ft.
Commercial Dental Building |
May-80
September-89 |
$1,375,000
$2,200,000
|
76.51% |
Thompson Investment
Ventura, California |
10,000 sq. ft.
Commercial |
May-80
January-89 |
$505,000
$850,000
|
90.76% |
Chapel Investment
Ventura, California |
15,000 sq. ft.
5 Commercial Units |
July-81
July-92 |
$763,000
$863,000
|
33.02% |
Plaza 200
Grover Beach, California |
35,466 sq. ft.
Professional Bldg. |
July-90
June-01 |
$1,645,000
$1,850,000
|
10.93% |
Residental Apartments
| Description
| Purchase Date
Sale Date | Purchase Price
Sale Price | IRR |
House Unlimited
Oxnard, California |
13 Apts. |
September-78
August-87 |
$616,000
$886,200
|
11.15% |
Abrego Investments
Goleta, California |
23 Apts. |
November-78
April-83 |
$450,000
$710,000
|
88.95% |
1001 Investors
Oxnard, California |
128 Apts. |
December-78
March-84 |
$2,250,000
$3,500,000
|
102.89% |
Mason Investors
Goleta, California |
8 Apts. |
January-79
July-84 |
$317,500
$570,000
|
112.39% |
811 Investors
Oildale, California |
32 Apts. |
May-79
October-85 |
$860,000
$960,000
|
24.67% |
502 Investors
Oildale, California |
20 Apts. |
July-79
October-85 |
$420,000
$480,000
|
28.66% |
Williamson Way
Bakersfield, California |
20 Apts. |
October-79
October-90 |
$410,000
$668,000
|
119.22% |
Bath Street Investment
Santa Barbara, California |
51 Apts. |
November-79
June-84 |
$1,305,000
$2,100,000
|
99.06% |
Micheltorena Investments
Santa Barbara, California |
10 Apts. |
December-79
September-86 |
$430,000
$680,000
|
39.32% |
901 Investors
Oxnard, California |
88 Apts. |
February-80
March-84 |
$1,950,000
$3,000,000
|
65.76% |
Aspen Investment
Arroyo Grande, California |
39 Apts. |
July-80
September-86 |
$945,000
$1,742,500
|
139.59% |
1201 Investors
Oxnard, California |
166 Apts. |
April-81
August-86 |
$4,850,000
$7,400,000
|
112.61% |
Hollister Complex Investors
Santa Barbara, California |
47 Apts. |
May-81
May-87 |
$1,547,000
$2,487,500
|
101.33% |
Hawaiian Village Investment
Ventura, California |
52 Apts. |
July-81
August-84 |
$2,070,000
$3,775,000
|
64.38% |
Hollister Apartments Investors
Santa Barbara, California |
20 Apts. |
October-81
May-87 |
$945,000
$1,500,000
|
96.15% |
J Street Investors
Oxnard, California |
33 Apts. |
May-82
April-88 |
$930,000
$1,775,000
|
116.45% |
Del Norte Investment
Ventura, California |
62 Apts. |
July-82
August-89 |
$2,200,000
$4,000,000
|
139.96% |
Perkins Investment
Oxnard, California |
30 Apts. |
November-83
February-89 |
$878,000
$1,710,000
|
140.59% |
Olive View Properties
Oxnard, California |
98 Apts. |
March-85
January-89 |
$4,600,000
$6,025,000
|
58.00% |
Bixby Knolls Apts. LTD
Ventura, California |
91 Apts. |
October-85
January-89 |
$4,515,000
$6,000,000
|
65.88% |
Ocean Vista LTD
Oceanside, California |
240 Apts. |
October-88
March-94 |
$13,620,000
$9,700,000
|
0.00% |
Nicklaus Properties
Paso Robles, California |
96 Apts. |
February-91
February-98 |
$3,940,000
$5,000,000
|
63.05% |
Mustang Village Apartments
San Luis Obispo, California |
450 Apts. |
December-93
December-98 |
$9,257,000
$18,500,000
|
215.12% |
Country Hills Apartments
Corona, California |
412 Apts. |
March-98
November-03 |
$22,770,000
$24,000,000
|
19.29% |
| Residental Developments | Description | Gross Sales |
Arcady Road
Montecito, California |
1 Single Family Home |
$3,750,000
|
Arlington Court
Santa Barbara, California |
7 Condominiums |
$2,800,000
|
Broad Street
San Luis Obispo, California |
61 Single Family Homes |
$11,000,000
|
Cathedral Pointe
Santa Barbara, California |
48 Single Family Homes |
$20,916,936
|
DeVaul Ranch
San Luis Obispo, California |
147 Single Family Homes |
$76,000,000
|
Diamond Street Investors, LTD
San Diego, California |
291 Condominiums |
$28,676,510
|
El Escorial
Santa Barbara, California |
267 Condominiums |
$65,000,000
|
Hitchcock Ranch
Santa Barbara, California |
16 Single Family Homes |
$6,549,800
|
Hope Avenue
Santa Barbara, California |
4 Single Family Homes |
$5,100,000
|
Meadow Ridge
Solvang, California |
144 Single Family Homes |
$28,000,000
|
Mission Meadows
Solvang, California |
10 Single Family Homes |
$5,750,000
|
Mockingbird Lane
Santa Barbara, California |
8 Single Family Homes |
$16,000,000
|
Mountain View Ranch
Goleta, California |
112 Single Family Homes |
$37,000,000
|
Oak Creek Canyon
Santa Barbara, California |
|
$24,350,000
|
Old Mission
Santa Barbara, California |
2 Single Family Homes |
$1,300,000
|
Pacific Isle
San Diego, California |
56 Condominiums |
$2,560,000
|
San Antonio Creek
Santa Barbara, California |
4 Single Family Homes |
$7,500,000
|
Summerland Heights
Summerland, California |
20 Unit Single Family Homes |
$17,938,770
|
Sungate Ranch
Goleta, California |
48 Single Family Homes |
$16,219,000
|
Sycamore Canyon
Montecito, California |
1 Single Family Home Remodel |
$2,200,000
|
Tiburon Bay
Montecito, California |
3 Single Family Homes |
$7,200,000
|
|
