DealPoint Merrill

DealPoint Merrill

DealPoint Merrill was established as a multi-family office vehicle. David Frank serves as CEO while Sterling McGregor holds the role of president. The firm operates from its base in Woodland Hills and maintains an integrated platform that covers the full lifecycle of commercial real estate assets. The firm targets value-add, opportunistic, and development opportunities in real estate. Asset classes include retail centers, self-storage facilities, and mixed-use properties. DealPoint Merrill executes through direct ownership, SPVs, and co-investment structures. Confirmed holdings encompass Belle Oaks Marketplace in Richmond Heights, Ohio, The Shops at Pearl & 130th in Parma Heights, Ohio, Centennial Plaza in Meriden, Connecticut, and multiple former anchor retail sites in Missouri, Michigan, Oklahoma, Arizona, Texas, and Iowa. Activity spans North America with a primary focus on the United States. The team includes Jim Kamradt as chief risk officer, appointed February 2025, Dave Rumsey as chief investment officer, and Jason Limbert as director of acquisitions. DealPoint Merrill maintains affiliations such as membership in the International Council of Shopping Centers. February 2025: Appointed Jim Kamradt as Chief Risk Officer. The firm also oversees affiliated management entities including JustStorage. DealPoint Merrill's structure as a wholly-owned affiliate of a family office creates a direct alignment between ownership and operational execution. This setup supports internal decision-making on acquisitions and redevelopment without reliance on external fund vehicles. The model favors control over asset management and investor co-investment participation.