Business Details
46 Years
experience
Institutional Real Estate Investment Experts
TDA Investment Group has built a distinguished reputation over four decades as a leader in institutional real estate investment and management. Our foundation rests on a commitment to forging enduring relationships, safeguarding capital, and delivering sustainable value to our clients and communities. With expertise in direct lending, property ownership, and tailored investment strategies, we combine rigorous due diligence with a fundamental approach to value, ensuring solutions that align with our clients' long-term objectives. Our agility in structuring customized lending productsfrom bridge loans to permanent financingreflects our dedication to meeting unique client needs while maintaining prudent risk management. Guided by core principles of integrity, compassion, and social responsibility, we prioritize values-based investing and sustainable practices that benefit both stakeholders and society.Our team's deep experience in managing Taft-Hartley pension assets and navigating complex ERISA requirements positions us as a trusted fiduciary for institutional clients seeking stability and growth. Through initiatives like our educational foundation TahDah, we extend our commitment to community impact, supporting arts and education programs that empower underserved populations. This holistic approachbalancing financial acumen with ethical stewardshiphas solidified our role as a preeminent real estate manager for pension funds and institutional investors nationwide.
Services
Real Estate Equity
Real Estate Debt
Bridge Loans
Construction Loans
Senior Debt
Mezzanine Debt
Permanent Loans
Pension Fund Management
Commingled Funds
QPAM Services
Details
- Year established: 1980
Highlights and features
- Flexible and adaptable lending & investing tailored to client needs
- Prudent and responsible fund management with ERISA expertise
- Commitment to values-based investing aligned with social impact
- Specialized in Taft-Hartley pension fund real estate portfolios
- Extensive due diligence paired with rapid transaction execution
Associations and certifications
- QPAM
Services
Bridge Loans
TDA provides bridge loans for predevelopment capital needs and debt refinancing. These flexible solutions help developers maintain momentum between project phases while securing long-term financing. Our streamlined underwriting process ensures rapid deployment of funds.
Construction Loans
We finance industrial, multifamily, and office construction projects ready to break ground. Our construction loans support developers through every phase, from site acquisition to project completion, with tailored disbursement schedules and risk mitigation strategies.
Pension Fund Management
Specializing in Taft-Hartley pension assets, we offer fiduciary management of real estate portfolios. Our services include strategic diversification, cash flow optimization, and ERISA-compliant investment oversight to ensure long-term stability for union pension beneficiaries.
Commingled Funds
Our West Coast-focused commingled fund combines debt and equity investments in commercial real estate. Managed with prudence and community focus, it offers diversified exposure to institutional investors seeking balanced risk-adjusted returns in key Western markets.
Mezzanine Debt
TDA structures mezzanine loans to optimize capital stacks for developers. These flexible subordinate financing solutions enhance project returns while maintaining alignment with senior lenders, providing strategic leverage for complex real estate transactions.
Questions
What types of real estate loans do you offer?
We provide bridge loans, construction financing, mezzanine debt, and permanent loans tailored to commercial real estate projects nationwide.
How do you support pension fund clients?
We offer specialized management of Taft-Hartley pension real estate assets, including ERISA compliance, portfolio diversification, and fiduciary oversight.
What geographic areas do you focus on?
Our commingled fund prioritizes opportunities along the West Coast and Hawaii, though we provide lending services nationwide.
Are you a Qualified Professional Asset Manager (QPAM)?
Yes, we serve as QPAM for institutional clients, providing expert management of retirement plan assets under ERISA guidelines.
How do you incorporate sustainability into investments?
We prioritize developments with environmental benefits and community impact, aligning financial objectives with sustainable practices and social responsibility.
