What Can Retail Investors Learn from Institutional Partners? –


On this episode, we are joined by David Saxe, Managing Principle at Calvera Partners. We discussed the process of raising capital from Institutional Partners, and how that differs from working with Retail Investors. David also shared some of the important lessons he’s learned from his families history in real estate.

David Saxe, Managing Principle at Calvera Partners

California native, Dave, credits his grandfather for his early interest in real estate—and has not forgotten his motto: operate with integrity. As Associate Vice President, Investments, for CIM Group in Los Angeles, David completed over $575 million in investments in apartments, condominiums, retail, commercial offices, and hotels, a role that demanded a balance of creativity and financial acumen. David graduated Cum Laude and Phi Beta Kappa with a B.A. in Economics from Northwestern University and received his MBA from the Haas School of Business at the University of California, Berkeley.

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