“There’s no amount of Google Maps searching that can replace being physically on site.” Real estate is ultimately hands-on. That mindset comes through in a recent conversation with Tess Gruenstein and James Pinkerton, who lead the Bailard real estate platform, about how the work unfolds day to day. Joined by colleagues Alex Spotswood and Preston Sargent, the short video excerpts below highlight how ideas are debated, roles are defined, and discipline is translated into durable outcomes for clients.

Where Culture Meets Results

Durable outcomes are rarely accidental. They grow out of how a team works together and the standards it applies across the portfolio. That consistency and judgment are strengthened by a group that has worked alongside one another across market cycles and remains directly involved throughout the investment life cycle. In real estate, performance depends not only on bottom-up analysis and close engagement with properties and partners, but also on disciplined opportunity assessment particularly during periods of market dislocation. Each clip that follows, all under a minute, captures a different dimension of how Bailard approaches the work, and how that approach ultimately shapes results.

CULTURE
Trust and shared responsibility create space for open debate, which ultimately strengthens decision-making and accountability.

ACTIVE MANAGEMENT
Staying close to the assets allows the team to plan ahead and adjust quickly, rather than reacting from a distance.

STRUCTURE
A bottom-up approach allows the flexibility to invest where conditions make sense, across assets, markets, and cycles.

OPPORTUNITY
Market dislocation often creates openings for teams that are prepared, aligned, and positioned to act decisively.

READINESS
Maintaining strong liquidity and prudent leverage provides the ability to act both thoughtfully and decisively when the timing is right.

SPENDING THE TIME
Showing up on site and engaging directly with partners and tenants helps ensure decisions are informed by firsthand understanding, not secondhand summaries.

Related Resources

For a deeper look at the platform, approach, and recent developments, explore the resources below.

Bailard Real Estate: Overview of the platform, approach, and team

Bailard Real Estate Fund Fact Sheet: Fund strategy, structure, and value-enhancement mindset

Leadership Transition Press Release: Formal announcement on Business Wire

Latest Fund Report: Most recent quarterly update

Questions? Ben Lathrop, SVP and Director of Business Development & Client Services would welcome the conversation.

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Disclosures: The Bailard Real Estate Investment Trust, Inc. is the “Bailard Real Estate Fund,” and its inception date is April 20, 1990. This does not constitute an offering. Shares of the Fund, if offered, would be available for purchase only by qualified investors. This advertisement is qualified in its entirety by, and an offer or solicitation will be made only through, a final Confidential Offering Memorandum and will be subject to the terms and conditions contained in the Memorandum. The securities of the Fund may not be available to be offered in all states.

There is no guarantee Bailard or any of its strategies will achieve performance or investment objectives. Past performance is no indication of future results. All investments have the risk of loss. The significant risks customarily associated with the development or ownership of income producing real estate include but are not limited to illiquidity, changes in supply and demand, and inexact valuation. A client or investor may lose all or a substantial portion of the investment. For a more thorough discussion of the risks involved in making an investment in either Fund, please refer to its Memorandum, including the respective sections related to Risk Factors.

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