Arie van Gemeren

About Arie van Gemeren

I believe real wealth isn’t built in quarters — it’s built over centuries.I started my journey as an equity analyst at Fisher Investments ($200 billion AUM), then Goldman Sachs advisor ($4 billion AUM).Then I discovered real estate could generate alpha that public markets couldn\'t match.While everyone chased red states (Texas, Arizona, Florida), we saw a different opportunity.Our Contrarian Thesis:Blue states were being overlooked. Too much capital had fled California and similar markets. The pendulum would swing back.We\'ve been right.We\'ve invested over $150 million into blue state multifamily. We target 15% Net IRR, 5-10% cash yields to investors.But this goes deeper than returns.I study how wealth has been built and destroyed across history. From the Roman Empire\'s currency collapse to the Dutch real estate boom. From Andrew Jackson\'s war on central banking to Li Ka-shing\'s Hong Kong land plays.The patterns repeat. The principles endure.At The Timeless Investor, I blend historical analysis with modern market insights. Because understanding the Ming Dynasty\'s regulatory failures teaches you more about today\'s zoning laws than any MBA program.True wealth isn\'t built chasing quarterly earnings. It\'s built on principles that have worked for centuries.Think Well. Act Wisely. Build Something Timeless.Follow The Timeless Investor: https://lombardequities.substack.com/subscribe

Experience

1. Managing Partner

   Lombard Equities Group

   Aug 2020 — Present · Portland, OR, US

   Lombard Equities is a private real estate investment company focused on acquiring well-located value-add apartment buildings across the West Coast of the United States. The Firm owns and manages $150 million worth of Tier-1 located multifamily assets across the West. We target net 15% IRR and cash on cash yields to investors of 5 - 10%. We co-invest substantial amounts of our own money with our investors on every deal and leverage our scale in our chosen markets to drive down costs, improve efficiencies, and transform buildings into trophy assets.

Education

• University of California, Davis

  BA, Double Major - History, Political Science, Minor - Philosophy

  2005 — 2009

Skills

• Teamwork
• Process Improvement
• Analysis
• Finance
• Outlook
• Microsoft Word
• Team Leadership
• Powerpoint
• Microsoft Excel
• Spanish
• Customer Service
• Microsoft Office
• Event Management
• Access
• Public Speaking
• Project Management
• Leadership
• Team Building