Experience. Foresight. Reward.
Since 1995, Granite has been owner, sponsor or operator of over $1 billion of real estate assets with its many capital investment partners.
Historically based in the residential multi-family sector, Granite moved into other real estate opportunities according to the progress of the national economic cycle, market demand and the risk reward profile of each opportunity.
During the early 2000's, we commenced acquisition and operations in the senior housing healthcare sector. This was a shift in focus that provided a firmer foundation during the global financial crisis and national recession.
Granite also sponsors real estate investments in other asset classes, including self-storage, commercial and industrial properties, based on gauging market economics and risk reward balanced investment.
Granite Investment Group offers an exceptional Investor Relations. We recognize that each investors' needs may differ. It is our job to accommodate investors' requirements and our commitment to do so in a timely and informative manner.
Granite's Investor Relations will keep you up to date on your investments, financials and performance. From time to time we may provide newsworthy industry media and interesting information for your consideration.
In today's business and investment environment, Investor Relations requires clear communication, strong performance, accurate reporting and progressive technology – All achieved with the utmost of professionalism. “Attention to detail” is an adage we live by. At Granite, we pledge to meet such goals and consistently earn investors' confidence in our services, year after year.
Scott Rickard, CIO
Nicole Hallsey, Director of Investor Services
Granite Press Releases
- Granite Investment Group Acquires Five Skilled Nursing Facilities in South Texas For $90.1 Million
- Granite Investment Group Sells Two Senior Housing Properties Near Austin, Texas for $23.4 Million
- Granite Investment Group Acquires 48 Unit Assisted Living Facility Near Kansas City
Granite Insight Newsletter
It is important to us to keep you up to date and informed. In our newsletters, you will find interesting news and opinions about today's real estate market, investment opportunities and insights from our experienced staff of real estate and investment professionals.
Investor Appreciation Night
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Granite Investment Group has a reputation as an experienced and reliable buyer, seller and sponsor of real estate investments in the private and institutional sectors. Granite's team of skilled real estate professionals offers a well-rounded level of experience gained from their individual backgrounds and diversification in multiple real estate product and geographical two billion dollars of commercial and residential real estate.
Chief Executive Officer & Chairman
Mr. Boerner has been involved in equity capital formation and investment, specializing in real estate for over thirty years. In 1976, Mr. Boerner formed his own real estate company in Southern California, specializing in brokerage, management, and syndication of investment income propertied.
In December of 1995, Mr. Boerner formed Granite Investment Group to capitalize on the opportunities in the Southern California marketplace. His network of high net worth sophisticated real estate investors has allowed the company to react quickly to profitable situations with the combination of adequate financial strength, strong real estate acquisition and operational experience.
Mr. Boerner also devotes much of his time outside of the office to various foundations and causes. Currently, he is serving on the Board of Directors for Lestonnac Clinic, The Guardian Scholar Program at Cal State University Fullerton, Segerstrom Center for the Arts and Furnishing Hope.
Executive Assistant to CEO
Key Role: Responsible for providing high-level administrative and personal support and acting as the key liaison to the CEO in all general office inquires and requests. Duties include administrative, clerical, arranging meetings, manage complex calendar scheduling, scheduling travel, handling information requests, preparing correspondence and liaising with board members. Additional responsibilities include assisting the legal department with administrative and project-based duties.
Experience: Mrs. Boivin joined Granite Investment Group in 2010. She has 15 years of experience working in administrative support roles in a land development, property management, and law firm offices. Mrs. Boivin earned her Bachelors Degree from California State University Fullerton.
Mrs. Frey provides administrative support to the Senior Housing Division. She is actively involved in all transactional aspects, including the due diligence, acquisition and disposition process, as well as day-to-day management and communication with third parties, lenders, and attorneys etc.
Mrs. Frey rejoined Granite Investment Group in 2014 after spending several years as an Executive Assistant in Germany, where she was born and raised. She has enjoyed being the “right-hand woman” for Senior Management for the past 10 years. Prior to joining Granite, she was assisting senior staff in the acquisition and disposition of multi-family properties, senior housing portfolios, self-storage projects and other development opportunities.
Key Role: Responsible for all corporate accounting functions for the Company, including its partnerships and Branson Property Management.
Experience: Prior to joining Granite, Mr. Hallsey served in accounting and finance positions with Western National Group and Trinity Property Consultants. Mr. Hallsey received his Bachelors Degree at Northern Arizona University.
Director of Human Resources & Investor Services
Key Role: Responsible for Human Resources for Granite Investment Group and its affiliates. Also oversees all Investor Services activity and securities compliance for the company's syndication projects.
Experience: Prior to joining Granite, Ms. Hallsey served as a Director of Human Resources for Trinity Property Consultants for several years, where she was responsible for all human resource activity for 350 employees. During her tenure at Trinity and Granite, Ms. Hallsey has developed expertise in all aspects of Human Resource Management, including employee relations, employment and labor law compliance, compensation packages and benefits. She has been a member of the Society for Human Resource Management (SHRM) since 2003.
Mr. Heller is the President of Granite Investment Group and has been with the company since 1996. Mr. Heller has had extensive experience in real estate income property transactions over the past twenty five years.
Prior to joining Granite, Mr. Heller served as Vice President for Commercial Real Estate Owned Department for Home Savings of America, where he was responsible for directing the asset management activities for the commercial REO portfolio. He received his BA in Finance with an emphasis on Securities and Investments from California State University, Fullerton in 1982.
Chief Operating Officer
Carey Levy rejoins Granite Investment Group as its Chief Operating Officer. Mr. Levy serves as an integral member of the senior management team for all facets of the Firm's operations. Mr. Levy brings vision, strategy and leadership to facilitate the company's growth, culture and strategic planning.
Previous to rejoining Granite, Mr. Levy as President, Passco Companies Development, was responsible for overseeing development acquisitions, due diligence, entitlements, financing, construction and marketing of significant real estate opportunities as well as repositioning major assets.
Mr. Levy is a seasoned professional with substantial experience of over twenty-five years in real estate investment, acquisitions and dispositions, asset management, financing, development, and marketing. Through the years Mr. Levy has built strong relationships with lenders and insitutional partners. From 2003-2007, Mr. Levy served as Senior Vice President and Director of Acquisition, Investment and Development for Granite Investment Group, wherein he was responsible for overseeing all acquisitions, dispositions and financing of major projects and various portfolios of over $1 billion throughout the Western US, as well as instrumental in expanding the company's institutional financial partnerships, both in the US and Europe.
Mr. Levy also formerly served as Senior Vice President and Director, Closing Services for a nationally known real estate pension fund advisor, responsible for acquisitions of all property types, exceeding $400 million annually and maintained over $2 billion of assets under management. Prior to his years with the advisor, Mr. Levy owned and operated The Levy Companies, a real estate investment and marketing consulting firm, representing an array of institutional and privatized investors.
Mr. Levy pursued his educational interests with an emphasis in development, construction and marketing with a degree in Construction Management. In addition, he holds a General Contractor's License, Real Estate License, as well as experience in real estate law, finance and business management. Mr. Levy has been affiliated with numerous industry associations such as BIA, ICSC, CIDA, CREW, NMUA, NAREIM and TICA.
Key Role: Primarily responsible for answering phones, scheduling meetings, and greeting guests. Additional responsibilities include assisting accounting, investor relations and legal departments with administrative duties.
Experience: Ms. Lewis joined Granite Investment Group in 2008. She has 11 years of experience working in administrative support roles in the real estate, property management and mortgage industries.
Key Role: Responsible for various duties in accounting and finance.
Experience: Prior to joining Granite, Ms. Lim worked in real estate investment firm, DTI Investments as an accountant. Ms. Lim received her bachelor's degree at California State University, Los Angeles.
Senior Financial Analyst
Key Role: Underwriting, modeling and analysis of potential real estate investment opportunities identified by the company. Research market data and review due diligence information to support investment decisions. May also perform asset management related activities along with ad-hoc analysis and reporting.
Experience: Mr. Luong joined Granite Investment Group in 2011. Prior to joining Granite, he worked for three years as an analyst for Raytheon. Mr. Luong earned his Bachelor's Degree in Economics from UC, San Diego.
Personal Assistant to CEO
Key Role: Responsible for handling all personal financial activities for Allen Boerner.
Experience: Mrs. Marceau joined Granite in late 1998 where she was responsible for supporting the Investment Division, handling the coordination of property acquisitions and was actively involved with the refinancing and sale of properties in the portfolio. Mrs. Marceau also was responsible for all corporate marketing materials and the various aspects of Corporate Communications prior to being appointed to her current role.
Senior Vice President, Senior Housing
Key Role: Mr. Price oversees all aspects of Granite's Senior Housing Group. His role includes procuring, negotiating and acquiring seniors housing assets, development of operating company relationships, and asset disposition and both asset and entity level capitalization strategies and programs for the Senior Housing Group.
Mr. Price has worked within the healthcare and financial services industries for 15 years. At Granite he has been part of the acquisition of nearly $1 billion in assets, including $600 million in seniors housing assets. Previously he managed a network of 200+ physicians in New England engaged in Medicare risk contracting.
In 2009 he was nominated to the NIC Future Leaders Council. Previously he was selected as a Kauffman Entrepreneurship grant recipient.
Mr. Price earned an MBA from the Babson College and graduated with a BA from Boston University.
Chief Investment Officer
Mr. Rickard is responsible for the development and implementation of the capital strategies for the company and its affiliated entities. Responsibilities also include maintaining and growing the company’s equity capital partner relationships, which currently consist of predominately High Net Worth individuals, small to medium sized family office groups and private equity firms both foreign and domestic. Mr. Rickard has been with the company since 2002, and has almost 30 years of extensive experience in real estate investment capital transactions. Prior to joining Granite Investment Group, Mr. Rickard served as President and Executive Director of one of the nation’s largest commercial real estate brokerage networks, which included licensed brokers in 40 cities. He is a member of the Board of Directors for Senior Care Centers, LLC, a senior housing operator headquartered in Dallas, Texas with annual revenues in excess of $600 million. Mr. Rickard is a Certified Public Accountant (inactive) and previously worked with Arthur Andersen & Company. He also maintains a FINRA Series 7 General Securities Representative License with Carolina Financial Securities, a broker-dealer, Member FINRA/ SIPC. Granite Investment Group and Carolina Financial Securities are not affiliated.
You can check the background of Mr. Rickard on FINRA's BrokerCheck.
Vice President - Senior Housing
Mr. Sabir joined Granite Investment Group in May 2014 and serves as an integral member of the Senior Housings team. His responsibilities include procuring, negotiating, acquiring and managing seniors housing and skilled nursing assets.
Mr. Sabir has approximately a decade of experience in the health care real estate industry. Prior to joining Granite, he worked for Ventas, Inc. in a variety of different roles, including acquisitions and asset management. Most recently, he was an Asset Manager of a diversified portfolio of over 150 properties, consisting of leases, loans, joint-ventures, and distressed assets. Before that, he was a vital member of an elite team that lead the acquisition of multi-billion dollar assets, including the acquisition of a $7.4B competing healthcare REIT, the largest transaction in the firm’s history.
Mr. Sabir earned his Bachelor of Science in Finance with honors from the University of Illinois at Urbana-Champaign. He is also a Level III candidate for the Chartered Financial Analyst (CFA) Program. He actively participates in the University of Illinois Business Alumni Mentors Program and also volunteers his time in the local community.