°Real Estate Services °Asset Management °Structured Financing °Agriculture Finance °Structured Participations °Business Process Automation
Charter Equities, Inc. is an integrated real estate investment and asset management firm that has completed over a billion dollars in transactions. Recognized as a flexible, solution-based company bringing optimal balance of equity and credit in a risk-averse environment for its owner, investors and client base.
Our experience spans the full spectrum of capital structuring, from ground-up development and existing asset acquisitions to agricultural lending and institutional advisory. By originating and servicing our investments directly, Charter Equities delivers continuity, oversight, and strategic support throughout the life of each transaction, supported by the management disciplines and controls required for sophisticated execution.
Charter Equities and affiliates’ persistent eye for detail and unique strategies provide both debt and equity to value-added and opportunistic real estate projects throughout the Western states. Charter Equities has a proven track record for providing real estate owners and investors with a broad range of funding options to meet capital requirements. Charter Equities originates and services each of its investments, ensuring that clients benefit from added value and outstanding investment returns. From ground-up development to acquisitions of existing buildings, Charter provides capital to the entire spectrum of real estate projects and capital structures as well as important support infrastructure, management and controls.
Charter Equities continues to seek investment opportunities with proven operators seeking alternatives to distressed sales or foreclosure.
Project Planning
Feasibility Studies
Market Analysis
Building Cost – Value Engineering
Agriculture Finance
Operational Lending
Working Capital Support
Seasonal Cash Flow Financing
Equipment Financing
Land-Backed Credit
Business Management & Automation
Intellectual Proprietary Software
Functional Applications Dealings
Business Process Management
Job-Costing/Bid/Quote Software
Software as a Service (SaaS)
Business Automation Tool Sets
Real Estate Development
Land Use Entitlements
Job Costing
Lease Negotiations
Build-to-Suit
Sale-Lease-Back
Financing
Real Estate Development
The principal of Charter Equities, Inc. has had over four decades of experience in commercial real estate management, development, and construction. Specializing in “Build to Suit” lease agreements, they have had direct involvement in the development of over two million square feet of office, light commercial industrial buildings, and over 2500 multi-family units and have obtained over one billion dollars in project financing.
Diverse Holdings
- Real Estate Investment
- Intellectual Property Investment
- Branding Trademark Investment
- Domain Branding Investment
- Business Method Protection
Agriculture Finance Group
Our Agriculture Finance Group is dedicated to serving the agricultural sector with financing solutions that reflect the realities of the industry. We understand the importance of timing, working capital, land value, equipment needs, and operational continuity. Our role is to provide capital solutions that help ag businesses stay productive, resilient, and positioned for growth.
From farmland and ranch financing to agribusiness lending and structured agricultural credit, our team focuses on relationships built on trust, responsiveness, and long-term perspective. We recognize the importance of agriculture to local economies and national supply chains, and we are proud to support the people and businesses that keep that sector moving.
For more than three decades, we have focused on opportunities where selectivity, experience, and tailored structuring matter most. From value-added real estate and complex capital formation to agricultural lending strategies designed for long-term operators, Charter Equities provides a disciplined platform for clients and investors seeking stability, flexibility, and performance-oriented execution.