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buchanan street partners, l.p.

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buchanan street partners, l.p.newport beach, CA

Additional Information

Buchanan Street Partners is a Newport Beach-based real estate investment management firm that has invested over $8 billion in capital. The firm offers real estate lending, income and growth strategies, value-add storage, and opportunistic direct investments across multifamily, commercial, and self-storage properties.

Specializes in

First lien positionsSelf-storage facilitiesNewly built pre-leased self-storageValue-add investmentsTax-efficient wealth preservationRisk-adjusted returns

Services

Real Estate LendingBridge and construction loansMultifamily investmentsCommercial property investmentsSelf-storage facility investmentsValue-Add StorageOpportunistic Direct Investments

Serving West markets, Southwest markets, Nevada, California, Las Vegas +2 more

Additional information extracted from the firm's public website. Last updated: September 16, 2026

Contact Information

Phone: 949-721-1414

Website: https://www.buchananstreet.com

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How much does a financial advisor cost in newport beach?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.