PCI has over 40 years of experience investing in the California and Nevada real estate markets, Private Client Investments, Inc was founded in 2016 with the principal business of sourcing, underwriting and structuring investment opportunities for itself and partners. Our focus is delivering clear and predictable investment opportunities to our partners, using real estate and real estate related financial instruments as well as interesting and emerging business opportunities.
Mission
To provide superior investment opportunities and service to our partners and their families
Our success comes from focusing the needs of our partners and researching the best fit investments. With this driving force, we strive to deliver through guiding principles of integrity, teamwork, and entrepreneurship. It has become an essence of our culture and character that can be shown through our professional and personal conduct. This is a fundamental strength of our business.
A Cut Above
We offer highly personalized investment opportunities based on your current financial situation. Flexible with terms and conditions, our financial experts provide creative solutions to structuring deals that benefit all parties, unlike our competition.
Our team of professionals understands that it takes a deep level of understanding and the right balance of professionalism to form a deep-rooted relationship with you. This helps us to ensure that you only receive premium quality service and valuable investment insights from our employees.
Our Team
Michael Waldman
Founder & Partner
With over 30 years of expertise in the commercial real estate sector, Michael Waldman acts as chief strategist and underwriter. Waldman's extensive background enables the company to pursue investment opportunities with focused precision, prioritizing protection, substantial yield, and ease of management. Michael spends most of his time helping the loan committee determine the best opportunities to fund and which clients to invite to our pool of investors and borrower pool.
In 2012, Michael co-founded Goldstalk alongside Richard Zaremba, leveraging their combined decades of experience to champion the advancement of their colleagues, friends, and partners. Their mission? To explore and invest directly in the burgeoning cannabis industry.
Manuel Sánchez Portilla
Executive Assistant
Meet Manuel, the keystone of support in our organization. With a keen eye for detail and a knack for multitasking, he ensures that every aspect of our operations runs smoothly. From managing schedules to coordinating meetings, he's the orchestrator behind the scenes, keeping everything on track with precision and professionalism. With his proactive approach and dedication to service, we rely on him to handle any task with ease.
Erika Fitzgerald
Healthcare Originations
Erika uses her 19 plus years’ experience in business operations and real estate loan underwriting to help our company identify the most suitable investment opportunities for both us and team of investing partners.
Her many years’ experience in the health care industry and her own family’s wide range of investments provides real and practical experience that oftentimes provides a different point of view and that challenges typical ways investments are selected and ultimately funded for our family of investors.
Julie Stiel
Director of Operations
Julie, our Director of Operations, is the driving force behind our organization. With a keen eye for opportunity and a dedication to service, she leads our team with grace and expertise. With years of experience, Julie excels in streamlining processes, managing resources, and ensuring operational excellence. Her mission? To empower clients, one transaction at a time. Discover how her vision can help you shape your financial future.
Hillary Meng
Personal Assistant
Meet Hillary, with a blend of efficiency and warmth, she ensures that every detail receives the attention and care we need in our company. From scheduling appointments to coordinating paperwork, she handles it all with grace and precision. Behind the scenes, she's the secret to our seamless service, always ready to go above and beyond to exceed expectations. Experience the difference a dedicated personal assistant can make when it comes to investments.
Fred Waldman
Broker, CFO & Originations
Fred joined the team in 2019 as a journeyman, learning the most important aspects of credit package underwriting and superior customer care through the lens of the company’s founders. His previous experiences as a Financial Audit Specialist and Revenue Analyst with two nationally recognized private equity firms and his studies and earned degree in Investment Analysis at Colorado State University has positioned him well to perform as acting Chief Financial Officer and Real Estate Broker for both Private Client Investments, Inc and its sister company, Goldstalk.
Jonah Stiel
CaDRE #02222620 Associate
Introducing our CaDRE Associate, your go-to guide for navigating the complex world of real estate financing. With a knack for detail and a passion for helping clients succeed, Jonah is committed to providing personalized solutions tailored to your needs. Whether you're an investor seeking opportunities or a borrower in need of funds, our Jonah is here to support you every step of the way.
Rebeca Bolaños Cubillo
Communications Officer
As the Communications Officer, Rebeca specializes in clear and effective communication strategies. With a background in communication, storytelling, and media relations, she ensures our messaging reflects our values and resonates with our audience. She assists us to interact with clarity and purpose to build meaningful connections.