Optivest Properties Co-Founds the Largest Privately-Owned Self Storage REIT

DANA POINT, CA– (Marketwired – Jul 10, 2013) – Optivest Properties, a property acquisition and management company specializing in mini-storage warehouse and an affiliate of Optivest, announced today that they have joined Northwest Self Storage of Ore. and SecurCare Self Storage of Lone Tree, Colo. to form National Storage Affiliates (NSA), the first affiliate-owned and operated self-storage REIT (real estate investment trust).

NSA now has more than $800 million in committed asset value and is owned by its affiliate operators, who will contribute the ownership of their self-storage assets to NSA over the next few years, as current mortgage debt matures. The formation of NSA, a Maryland real estate investment trust, will make it the largest privately-owned company in the self-storage sector, with approximately 220 facilities, 100,000 storage units and 12.5 million rentable square feet of space located in 15 states.  READ MORE: Marketwired

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What IS My Business Worth?

(As reported in the North Dallas Gazette on May 8, 2013)
By: Mark Van Mourick

When selling a business, owners time their exits for many reasons: health, retirement planning, availability or lack of family successors, competition, technology change and many more. Yet overwhelmingly the question most often asked of financial advisors by entrepreneurial companies is “what’s my business worth?”

Mark Van Mourick, CEO and president of Optivest, Inc., provides five tips to help enhance the value of a business:  Continue reading →

Optivest Partners With SageView Advisory Group

Mark and Randy2_July 2012 pic2Pairing Elite Investment Research With Personalized “Family Office” Services For OC’s Wealthiest Families

By: Betsy Sanz
Newport Mesa Magazine

Unless you manage $1 billion pension plan or you are simply a gabillionaire, chances are you don’t have a multi million-dollar research team at your disposal to tell you where to put your money and when to do it. Even your broker likely uses research based solely around the products he or she represents, as opposed to what is available worldwide. Independent research by the brightest minds with the widest visibility to world markets comes at a hefty cost. The reality is that the “little guy” (with investable cash of less than a hundred million or so) is priced out of the advantages of independent investment research.

The clients at Optivest, Inc. are now an exception to that rule… Continue reading →

Orange County Business Sale

Orange County Exit Planning Roundtable (OCX)

The New Roundtable:

Planning a business sale is no mean feat, something the members of the Orange County Exit Planning Roundtable (OCX) know all too well. These highly skilled Roundtable members specialize in helping to facilitate the sale of some of the OC’s most valuable companies.

The Orange County Exit Planning Roundtable is a “top of their field” group of professionals with complimentary disciplines, who specialize in working with owners of privately held, middle market companies who intend to exit their companies in the next few years…  (READ MORE) Continue reading →

Real Wealth: Optivest’s Family Office

(As reported in South County Magazine in March 2012)

By: Betsy Sanz

When Mark Van Mourick was a senior vice president at Smith Barney, he was responsible for the financial futures of no less than 1,200 investors and their families. Yikes.

South County MagazineMark is smart and hardworking (eight years after graduating from USC he reached the rank of SVP at Smith Barney and was their leading retail stock broker in Orange County), but ultimately he lived life by his conscience – and he knew he wasn’t serving his clientele the way they needed to be served. Hard earned wealth, a family’s peace and comfort, the opportunity to impact the world through giving; these are no small things. Mark had worked into a position to manage critical life investments for many families, and he began to believe that they warranted more than a phone call every once in a while and a monthly check for more or less than average.

Continue reading →