Author: Bryan

AB Capital’s Joshua Pukini selected to speak at Opal Group Family Office & Private Wealth Management Forum in Newport, RI

AB Capital will be sponsoring Opal Financial Group’s flagship event, The Family Office & Private Wealth Management Forum. The event will be held at Gurney’s Newport Resort & Marina in Newport, Rhode Island and has become Opal’s largest family office event in the world. Over the course of three days, family offices, private investors, and investment managers will navigate their way through the choppy waters of the past recession, while continuing to explore the best ways to map out their portfolios. With
over 1000 delegates there is always an opportunity to meet potential clients and learn valuable information. Discussions will cover a wide variety of investment topics including direct investing, impact investing, non-correlated assets, and many more.

Mr. Pukini is scheduled to speak on Tuesday, July 22 nd , and the focus of his discussion is “Investing in Fixed Income: Investing in a Rising Rate Environment.” Mr. Pukini will be joined by three other executives on his panel.

AB Capital sponsors the “Boys Hope Girls Hope” Golfers Classic at Pelican Hill Golf Club.

AB Capital was honored to serve as a silver sponsor of the 25th Annual Golfers Classic held at Pelican Hill Golf Club on May 8th 2019 to benefit “Boys Hope Girls Hope” of Southern California. “This was our first time sponsoring this event and definitely will not be our last” said Ryan Young, Managing Partner of AB Capital. “This is a great event, at a great location for a great cause, we feel blessed to be a part of it.” Over 100 golfers teed off to raise funds and awareness for the Boys Hope Girls Hope of Southern California. Following the day on the course was a beautiful dinner followed by a live auction. AB Capital’s Joshua Pukini outbid numerous others to take home some amazing trips all while benefiting disadvantaged youth.  

AB Capital sponsors the “Boys Hope Girls Hope” Golfers Classic at Pelican Hill Golf Club

Boys Hope Girls Hope of Southern California helps academically motivated middle and high school students rise above disadvantaged backgrounds and become successful in college and beyond.

AB Capital was honored to serve as a silver sponsor of the 25th Annual Golfers Classic held at Pelican Hill Golf Club

Boys Hope Girls Hope firmly believes that children have the power to overcome adversity, realize their potential, and help transform our world. Children create these successes when we remove obstacles, support and believe in them, and provide environments and opportunities that build on their strengths.

To Learn more about Boys Hope Girls Hope of Southern California you can visit www.bhghsocal.org

AB Capital’s Joshua Pukini speaks at the 5th annual Real Estate Family Office and Private Wealth Management Forum (West)

AB Capital’s Joshua Pukini was a featured speaker at the 5th annual Real Estate Family Office and Private Wealth Management Forum

AB Capital’s Joshua Pukini was a featured speaker at the 5th annual Real Estate Family Office and Private Wealth Management Forum held at the Monarch Beach Resort in Dana Point, CA. This 2 day event attracted over 500+ registrants. Mr. Pukini was joined on the panel by executives from 5 other firms as they discussed the outlook on commercial real estate and what the future could hold. As the economy and the real estate investment climate has improved, family offices and private wealth managers are increasing their allocation and interest in investing in real estate. Be it direct investments, using private equity managers or the public markets there is a plethora of investment options that need to be considered and this deep dive into real estate met AB Capital’s needs of education and networking.

AB Capital’s Joshua Pukini speaks at the 5th annual Real Estate Family Office and Private Wealth Management Forum (West)

AB Capital sponsors “MaxLove Project” Charity Golf Event to help children living with cancer Thrive

AB Capital sponsors “MaxLove Project” Charity Golf Event to help children living with cancer Thrive

AB Capital sponsored the MaxLove Project Thrive Cup Charity Golf Invitational held on April 22nd at Aliso Viejo County Club. According to Audra Dipadova Wilford, the Chief Hope Officer of the MaxLove project “The Maxlove project is the only childhood cancer nonprofit that’s dedicated to improving quality of life and reducing long-term health risks for all children affected by cancer… Our ultimate goal is for every childhood cancer family to thrive in treatment and beyond.” MaxLove achieves this through programs that empower families with professionally supported behavioral health programs (such as diet, exercise, and sleep), education and research.

AB Capital sponsors “MaxLove Project” Charity Golf Event to help children living with cancer Thrive

The goal of the tournament was to raise funds for educational resources for parents and doctors, and access to wellness therapies for families in need. While the AB Capital team broke the course record for the most strokes hit by a foursome in one round, fun was had by all and  the event benefited a great cause. To find out more about the Maxlove Project please visit www.maxloveproject.org

Capital Stack 101 – Debt vs Equity

For real estate investors it is vital to understand the “capital stack” to assess risk. The term refers to the different financial sourcing layers that go into funding real estate investments. The capital stack provides investors with useful information about where they come in the pecking order of cash flow, and what the order means for their repayment. While there’s no specific limit on the number of layers a capital stack contains, this article will look at the two most common: preferred equity and senior debt.

Explaining Preferred Equity

Preferred equity is one of the most profitable, but riskiest options for real estate deals. Investor risk in equity is significant because every other type of capital comes before the equity holder. In other words, those holding equity get paid last. However, if the property is successful, investors may have no cap on their potential returns. This means that a successful equity project can be very lucrative.

Senior Debt

Senior debt is secured by the deed of trust or mortgage on the property itself. This means that if the borrower fails to pay the amount owed, the lender can take ownership of the title to the property. This makes senior debt one of the least risky investments available in real estate. However, the low risk means that returns are limited too. Senior debt investors expect a lower yield on their investment compared to equity investors in exchange for a more secure position.

Understanding the different debt structures available for real estate investors, and how they work in the capital stack is crucial for investors who want to make the most out of their portfolio. Similar to investing in bonds or stocks, the risks and returns of different debt investment options will determine an individual’s diversification strategy according to their investment goals.

AB Capital sponsors ALTSLA 2019

AB Capital sponsored the ALTSLA event held Thursday, March 14th at the Westin Bonaventure in Downtown Los Angeles

ALTSLA is an educationally focused alternative investment conference designed to bring the professional investor community together for a full day of dialogue and discussion on the most relevant topics facing investors today.

Led by the CFA Society LA, CAIA and the CalALTS Association, ALTSLA is the annual meeting place and educational hotspot for those seeking the very latest in alternative investment news and developments. It has become a hub for alternative investment leaders from all over the country and it is has been created with one key purpose: providing attendees with all the essential knowledge required to drive business forward.

Following the event, AB Capital hosted a cocktail party where Co Founder Joshua Pukini spoke to the investor community regarding secured real estate debt funds. “This event gives AB Capital a chance to meet with investment advisors, wealth advisors and family offices and allows us to showcase how they can diversify their portfolio with real estate secured loans”. 

Private Debt Funds: The Future of Real Estate Investing?

Private real estate debt funds came to fruition, for the most part, out of the aftermath of the financial crisis. During 2009 & 2010 while the banking industry was in turmoil and failing to lend on real estate, private lenders emerged to fill a void in the market. According to research firm, Preqin, institutional private debt funds raised $110 billion in aggregate capital in 2018 and 41% of the capital raised was secured by direct lending funds. Private debt funds have also proven to be popular with investors. At the end of 2018, 91% of investors surveyed by Preqin felt private debt met or exceeded performance expectations in 2018 and 80% of the investors surveyed expect to invest more capital in private debt in 2019.

AB Capital moving its headquarters to Newport Center, near Fashion Island in Newport Beach, CA

AB Capital Corporate PlazaAfter nearly 10 years in an office adjacent to John Wayne airport, AB Capital is saying so long to its current space and has decided to move its headquarters to 15 Corporate Plaza in the swanky Fashion Island district of Newport Beach.

The Real Estate investment firm and California Finance Lender, which has seen substantial growth over the last few years, will settle in Newport Beach. The new space is conveniently located in the hub of Newport Center, near Fashion Island, shops, restaurants and neighboring Charles Schwab.

In a statement, the company said it will spend the next couple of months completing the renovation of its new space which should be ready in mid April, 2019. All of its current staff will be relocating and operations will not be impacted by the move.

AB Capital Corporate Plaza

“We are all very excited about the move to Corporate Plaza which will help us drive sustainable growth and position us well for attracting top talent as we move forward. This space will be a comfortable gathering spot not only for our dedicated employees but also our family of investors,” said Joshua Pukini, Co Founder of AB Capital.

AB Capital’s Joshua Pukini Speaks at the 16th Annual Winter forum on Real Estate Opportunity & Private Fund Investing

AB Capital Winter Forum

AB Capital’s Joshua Pukini was a featured speaker at the 16th Annual Winter forum on Real Estate Opportunity & Private Fund investing held at the Montage resort in Laguna Beach, CA. This three-day event attracted 1000+ registrants and is renowned for its history of delivering critical market information, strategic insights and unmatched networking opportunities. Mr. Pukini was joined on his panel by a managing director at Morgan Stanley, a professor from MIT along with two other real estate experts. The topic of the session was entitled “Decoding key demographic/lifestyle trends: How the use of real estate is changing & what it means for CRE investment”. His insights and knowledge were on full display as he captivated the audience with his views on millennials and what role they will play in the commercial real estate sector moving forward.

AB Capital had a strong presence at this event, led by both Co-Founders Ryan Young & Joshua Pukini. When asked about the conference, Mr. Young stated “this conference gives AB Capital a chance to network with the who’s who in real estate. It allows us to expand our network, hear key insights on where things are moving, and positions us to make sure we are ahead of the curve when it comes to the future. We are late in the cycle and we want to make sure we are taking all the necessary steps to ensure the greatest returns for our investor base moving forward & taking every precaution to minimize risk & limit our exposure”.