Updated:
KBS Realty Advisors
KBS Realty Advisors, LLC is an SEC-registered investment adviser in Newport Beach, CA, registered since 2002. The firm manages $2.7 billion in assets, with...
KBS Realty Advisors
KBS Realty Advisors, LLC is an SEC-registered investment adviser in Newport Beach, CA, registered since 2002. The firm manages $2.7 billion in assets, with $1.2 billion managed on a discretionary basis. It has 75 employees and 3 investment advisers.
General information
Firm type
Asset Manager
Year founded
1991
AUM
$8B in assets under management (per firm filings, 2023)
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
Newport Beach, CA, United States
Additional offices
Los Angeles, CA · San Francisco, CA · Dallas, TX · Chicago, IL · Atlanta, GA · New York, NY · Bethesda, MD · Boca Raton, FL
Principals
Charles H. Schreiber Jr.
Chairman & CEO
Keith R. Hall
President & CIO
Jeffrey K. Waldvogel
Managing Director — Acquisitions
Sector focus
Frequently asked questions
Who runs investment decisions at KBS Realty Advisors?
Charles H. Schreiber Jr., Chairman and CEO, leads the firm alongside President and CIO Keith R. Hall. The investment committee includes senior managing directors from acquisitions and asset management (per the firm's organizational documents).
Is KBS Realty Advisors a family office?
No. KBS is a real estate investment management firm that raises capital from institutional investors and high-net-worth individuals through non-traded REITs and separate accounts. It does not manage a single-family fortune (per SEC filings).
What investment stages does KBS typically target?
KBS focuses on value-add and core-plus strategies in the US office and industrial sectors. The firm typically acquires stabilized properties with upside through leasing, repositioning, or capital improvements.
Does KBS participate in fund commitments or only direct deals?
KBS invests primarily through direct property acquisitions, but it structures those investments via registered non-traded REITs, institutional separate accounts, and co-investment vehicles. It does not commit to third-party funds as an LP.
What is KBS's known posture on co-investments alongside external GPs?
KBS does not generally co-invest alongside external GPs in the traditional sense. It sources its own deals directly, though it has partnered with institutional capital providers on a deal-by-deal basis through joint ventures (per public real estate transaction records).
Which sectors does KBS explicitly avoid?
KBS avoids residential, retail, hospitality, and healthcare real estate, focusing its acquisition strategy almost exclusively on office and industrial assets across US markets (per the firm's investment strategy documents).
How is KBS structured for succession?
Charles Schreiber, now in his late 70s, remains Chairman and CEO. The firm has a management team including President Keith Hall and other senior executives, but no public succession plan has been disclosed. This is a risk factor given the founder's age (per SEC filings).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: