Results through Experience and Vision
°Real Estate Services
°Asset Management
°Structured Financing
°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.

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


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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




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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. 

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Diverse Holdings

  • Real Estate Investment
  • Intellectual Property Investment
  • Branding Trademark Investment
  • Domain Branding Investment
  • Business Method Protection