Eric Bergstrom

About Eric Bergstrom

Eric Bergstrom, is the Chief Executive Officer/President of Bergstrom Capital Advisors, Inc.(\"BCA\") and Chief Investment Officer of Dakota Investments, LLC (\"Dakota\"), located in Newport Beach, California.Eric formed BCA and Dakota in 2001, after 13 years as a CPA and a founder of Ernst & Young-Kenneth Leventhal & Co.’s Real Estate Capital Markets Group (“EYKL”), where he led all real estate capital market assignments in the western United States, including the largest private institutional equity placement in the firm’s history. BCA is a discrete real estate capital markets and strategic advisory firm that provides professional and highly responsive capital market execution for real estate owners, high net worth individuals/families, and developers in all commercial (e.g, office, industrial, retail, multifamily, self-storage, student housing, and hospitality), single family residential, and resort/golf/marina land uses. In addition to the United States, BCA has executed assignments in Canada (British Columbia and Alberta), Mexico (Baja California Sur and Sinaloa), and Costa Rica, since 2005. BCA’s unique combination of 37 consecutive years of dedicated real estate experience and technical skills are what differentiates us from brokerage firms, specifically:1) Established track record of delivering technical expertise in real estate capital markets, strategy, and financial/accounting to the exacting standards of clients and partners of Ernst & Young-Kenneth Leventhal & Co. for 13 years has allowed BCA to independently exceed our clients\' expectations for the past 24 years.2) Thirty-seven consecutive years of dedicated real estate experience throughout multiple economic cycles allows us to provide our clients with unmatched perspectives and insights.3) Capital market and strategic advisory assignments executed for all real estate product types. 4) Experience with numerous complex, confidential, and time sensitive assignments (e.g, acquisitions, developments, recapitalizations, dispositions, etc.).5) Direct and long standing relationships with capital sources and real estate professionals throughout North America, allows us immediate access to decision-makers.6) A single point of contact providing this experience to our valued clients.Dakota is a wholly-owned private equity investment entity that makes direct real estate acquisitions, joint venture and preferred equity investments, and provides credit enhancements on its own account and in conjunction with other high net worth individuals/family offices.

Experience

1. Chief Investment Officer

   Dakota Investments, Llc

   Aug 2001 — Present

   Dakota Investments, LLC is named in honor my mom, dad, and uncle who were born/raised in small farming towns in North Dakota during the 30s, moving to Newport Beach, CA before I was born, and instilling in me their work ethic, humility, no complaining/being grateful attitude, empathy, and ambition. To quote Jack Clark/former head coach of the U.S. national rugby team:\"Grateful for Everything, Entitled to Nothing\".Dakota is a wholly-owned private equity investment entity that makes direct acquisitions, joint venture and equity investments, and provides credit enhancements on it\'s own account with our BCA clients. Dakota\'s investments have also been structured as pre-sales of for-sale residential homes, custom residential lots, residential condominium units, and commercial buildings.The risk profile of Dakota\'s equity investments have ranged from uses consisting of pursuit, deposit, and due diligence capital during the pre-entitlement phase to credit enhancements to LP buyouts.Please feel free to contact me to discuss your real estate investment opportunity.

Education

• San Diego State University

  Bachelor of Science, Accounting

• University of California, Irvine - The Paul Merage School of Business

  Light Construction & Development Management ("LCDM Certification"), Real Estate

  1994 — 1996

Skills

• Real Estate
• Real Estate Financing
• Real Estate Economics
• Valuation
• Real Estate Development
• Brokerage
• Land Acquisition
• Real Estate Transactions
• Budgets
• Finance
• Disposition
• Dispositions
• Investment Properties
• Negotiation
• Leases
• Asset Management
• Appraisals
• Due Diligence
• Strategic Planning
• Tenant
• Landlords
• Investors
• Joint Ventures
• Corporate Real Estate
• Property Management
• Property
• Apartments
• Residential Homes
• Acquisitions
• Entitlements
• Commercial Real Estate
• Location Intelligence
• Asset Managment
• New Business Development
• Contract Negotiation
• Investments