# KBS Realty Advisors

KBS Realty Advisors is an Asset Manager based in Newport Beach, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** Newport Beach, CA, United States
- **Founded:** 1991
- **Assets under management:** $8B in assets under management (per firm filings, 2023)
- **Website:** kbsrealtyadvisors.com

## Regulatory record

- **CRD number:** 119662
- **SEC file number:** 801-61482
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-27T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/119662

## About

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.

## Sectors

- Real Estate

## Offices

- Los Angeles, CA
- San Francisco, CA
- Dallas, TX
- Chicago, IL
- Atlanta, GA
- New York, NY
- Bethesda, MD
- Boca Raton, FL

## People

- Charles H. Schreiber Jr. — Chairman & CEO
- Keith R. Hall — President & CIO
- Jeffrey K. Waldvogel — Managing Director — Acquisitions

## 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).

### 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).

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Last updated: 2026-06-03T20:00:00.000Z

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