Portland Pacific Capital (PPC) facilitates private placement 1031 exchange and new investment transactions from a selection of real estate, debt, traditional energy and renewable energy projects and programs.
PPC Raises private placement capital via broker dealer, family office, RIAs and institutional sources
We Initiate, develop and maintain national distribution channel relationships with Broker Dealers, financial advisors, registered reps, RIA’s, Family Office investment managers and Institutional investment managers
We can interact directly and indirectly with accredited, ultra-high net worth and institutional investors, and can help analyze and determine investor suitability and risk tolerance.
PPC helps sponsors and institutional developer/owners develop, launch and maintain successful private placement programs
We review the company business plan, track record, infrastructure and financial strength to help them determine their likelihood of success in completing multiple private placement programs
Once a decision is made to proceed, we can help source professionals for private placement legal, 3rd party due diligence, marketing and design. PPC can also oversee design, delivery and tracking of marketing eblasts, PowerPoints, brochures and executive summaries
We can also help build and maintain internal and external sales teams.
David LeVine, Principal
David LeVine has over 30 years of experience in financial sales/marketing, project development / capital raise management, accounting and finance. He also participated in the development of one of the first private placement Managing Broker/Dealers.
To date, David has raised, co-managed or participated in the raise of over $900,000,000 in private placement and institutional investor equity while working with 20-plus funds, private placement sponsors and institutional developer/owners. He has helped 6 sponsors develop, launch and maintain their private placement programs.
As national sales manager and wholesaler, David has participated in over 80 direct private placement and fund programs, institutional private equity and private/non-traded public REITS, plus 506c private placements eligible for general solicitation, with per-project equity ranging from $3MM to $90MM.
Program types have included commercial real estate, securitized debt funds, mortgages, oil and gas, energy, renewable energy, and diversified fund programs
Exchange property types have included multi-family, student housing, retail, net lease retail / industrial, medical office / health care and SFR portfolios
He has co-managed the marketing campaign and project capital raise, usually through financial close, for over 55 of these programs.
David has developed and managed relationships with broker dealers, financial advisors, registered representatives, RIA’s, family office investment managers and institutional investment managers all over the U.S. He has also interacted, directly and indirectly with over 1000 high net worth and ultra-high net worth investors.
He helps raise donations for a non-profit organization providing housing and services to homeless veterans. He also teaches Junior Achievement to elementary school students.
David obtained his BS in Business Administration/Accounting from San Diego State University, and holds FINRA Series 7, 31, 63, and 65 licenses.