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OFC Wealth Management
Mark J. Weiskind founded OFC Wealth Management in 1998, building the firm around a structured co-ownership model that allowed individual accredited...
OFC Wealth Management
Mark J. Weiskind founded OFC Wealth Management in 1998, building the firm around a structured co-ownership model that allowed individual accredited investors to access institutional-grade commercial real estate. The vehicle was the tenant-in-common (TIC) structure, a 1031-exchange-compatible format that dominated the pre-2008 syndication landscape. While many TIC sponsors collapsed or consolidated after the financial crisis, OFC weathered the cycle by repositioning assets and maintaining sponsor-level control over property-level decisions. OFC's strategy spans direct equity acquisitions, debt origination, and asset management across commercial real estate in the United States. The firm has historically concentrated on necessity-anchored retail, medical office, and multifamily properties in secondary and tertiary markets — asset classes where lease durations and tenant credit profiles underwrite predictable cash flows. On the credit side, OFC originates bridge loans and preferred equity positions secured by commercial properties, often filling the gap left by regional banks that have retrenched from commercial real estate lending. The firm acts as deal sponsor, raising equity from its network of individual investors and retaining property and asset management responsibilities. OFC operates from its Los Angeles headquarters. The firm does not publicly disclose total assets under management, total deployment, or headcount. Its principals maintain a low public profile, and the firm has not been the subject of major institutional press coverage. In June 2023, OFC closed on the acquisition of a multi-tenant medical office portfolio in Florida, expanding its healthcare-real-estate footprint in the Sun Belt region. OFC's structural distinction lies in its dual-role model: the firm is both the capital-raiser and the long-term operator of the assets it syndicates. Unlike most registered investment advisors who place client capital into third-party funds, OFC manufactures its own deal flow, retaining control over acquisition, financing, and eventual disposition. This sponsor-operator model concentrates decision-making authority — and alignment risk — in a single entity, a governance structure that rewards manager selection rigor from the investor side.
General information
Firm type
Asset Manager
Year founded
1998
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Los Angeles
Corporate office
Los Angeles, CA, United States
Principals
Mark J. Weiskind
Founder & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at OFC Wealth Management?
Mark J. Weiskind, the firm's founder and CEO, leads investment decisions. He has directed the firm's acquisition strategy since its founding in 1998, overseeing the sourcing, underwriting, and structuring of commercial real estate investments. The firm does not publicly list additional members of an investment committee.
What is OFC's investment model — do they operate as a fund or a deal-by-deal syndicator?
OFC operates primarily as a deal-by-deal syndicator rather than a blind-pool fund manager. The firm sources specific commercial real estate properties, structures them for tenant-in-common or similar co-ownership formats, and raises equity from its network of accredited individual investors for each transaction. Investors participate on a per-deal basis, selecting the specific properties in which they invest.
How does OFC Wealth Management source its deals?
OFC sources acquisitions through a combination of broker relationships, direct seller outreach, and its track record as an active buyer in the secondary and tertiary commercial real estate markets. The firm typically targets off-market or lightly marketed transactions where its ability to close with certainty as an all-cash or structured buyer provides a negotiating advantage. Specific sourcing partnerships are not publicly detailed.
What types of properties does OFC typically acquire?
OFC concentrates on necessity-anchored retail centers, medical office buildings, and multifamily properties located in secondary and tertiary markets across the United States. These property types share characteristics OFC targets: long-term leases with creditworthy tenants, stable occupancy histories, and cash-flow visibility that supports the distribution yields expected by its individual investor base.
Is OFC Wealth Management a registered investment advisor?
OFC operates as a real estate sponsor and asset manager, not as a traditional registered investment advisor managing discretionary portfolios. The firm acquires, manages, and disposes of commercial properties on behalf of investors who participate on a per-deal basis. Investors considering participation should conduct their own due diligence on OFC's regulatory status at the time of investment, as registration requirements evolve with business model changes.
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