Buchanan Street Partners

10/28/2026

Lasting leadership takes years to build.

In October’s Chairman Minutes, Robert Brunswick reflects on developing the next generation of leaders at Buchanan Street Partners through ownership, experience, and mentorship.

From navigating challenging markets to strengthening investor relationships, he shares how empowering people today helps preserve the firm’s culture and position Buchanan for long-term success.

Read the full commentary:

Robert Brunswick, Chairman of Buchanan Street Partners, shares insights on leadership development, succession planning, and long-term success.

10/19/2026

What can self-storage teach us about the future of the family business?

Self-storage remains one of the most fragmented sectors in commercial real estate, with many properties still owned and operated by families. As institutional capital continues to pursue the sector, it offers a useful lens into the broader forces reshaping family-owned businesses across the country.

For owners, the conversation extends beyond a potential sale. Questions around growth, succession, liquidity, legacy, and long-term capital allocation often become just as important as the transaction itself.

In The Last Fragmented Real Estate Sector, Derek Czarkowski and Annie Clare explore the lessons self-storage can offer business-owning families and why planning ahead matters.

Download the paper: https://www.buchananstreet.com/feusa-lp/

10/08/2026

Buchanan Street Partners will be in the Bay Area next week for the 10th Annual Real Estate West Forum at The Ritz-Carlton, Half Moon Bay on October 13-14.

Our team is looking forward to connecting with family offices, UHNW Investors, and the advisors that serve them to discuss opportunities across private real estate debt and equity, the evolving market landscape, and where we see attractive risk-adjusted return potential.

Whether you're attending the Forum or simply in the Bay Area next week, we'd welcome the opportunity to meet. We'd enjoy comparing notes on portfolio positioning, sharing what we're actively underwriting, and discussing opportunities we see in today's market.

Schedule time with our team here: https://meetings-na2.hubspot.com/trevor-schuesler/in-person-meeting

10/05/2026

Buchanan Street Partners has acquired two Class A self-storage facilities in the Denver metropolitan area, marking our first self-storage investments in Colorado.

Located in Lakewood and Littleton, the properties total approximately 129,150 rentable square feet and 1,350 units. Littleton provides established operations, while Lakewood offers opportunities to grow occupancy and strengthen performance.

The acquisitions expand our self-storage portfolio in the Western U.S. and build on our existing investment experience in the Denver market.

Read the full announcement:

Newport Beach, CA (September 21, 2026) - Buchanan Street Partners ("Buchanan"), a Newport Beach-based real estate investment management firm, has acquired two Class A self-storage facilities in the Denver metropolitan area as the firm continues to execute its strategy of building an institutional se...

10/02/2026

Buchanan Mortgage Holdings has provided a $26.5 million senior bridge loan to finance the acquisition and repositioning of a 120,000-square-foot retail center in Santa Clarita, California.

Located at Valencia Boulevard and Bouquet Canyon Road, the property is positioned for a façade renovation and the development of three drive-through pad sites. We’re pleased to support the sponsor’s vision and begin a new lending relationship.

Read more: https://www.buchananstreet.com/buchanan-mortgage-holdings-lc-finances-retail-center-acquisition-in-santa-clarita-ca/

Loans made or arranged pursuant to a California Financing Law License by Buchanan Mortgage Holdings, LLC, an affiliate of Buchanan Street Partners, LP.

Buchanan Mortgage Holdings, LLC (BMH), an affiliate of Buchanan Street Partners, L.P., has provided a $26.5 million senior bridge loan to finance the acquisition and repositioning of a 120,000 RSF retail center in Santa Clarita (CA) at the highly trafficked intersection of Valencia Blvd and Bouquet....

09/28/2026

The strategy that creates wealth is not always the strategy that preserves it.

In Episode 38 of Counting Capital, Shannon Eusey shares one of the biggest mistakes she sees wealthy investors make and why a different approach may be needed to protect what they have built.

Listen to the full conversation with Shannon and host Robert Brunswick for more insights on portfolio construction, private markets and long-term wealth management.

https://www.buchananstreet.com/counting-capital-podcast-episode-38-beacon-pointe-advisors-with-shannon-eusey/

09/25/2026

Private markets can play an important role in a modern portfolio, but only when investors understand the illiquidity and complexity involved.

In Episode 38 of Counting Capital, Shannon Eusey, chairman and co-founder of Beacon Pointe Advisors, shares her perspective on thoughtfully sizing private market investments within a broader portfolio.

Listen to the full conversation for more insights on portfolio construction, leadership and building a business for sustainable growth.

09/24/2026

What is one leadership principle that should never be compromised?

For Shannon Eusey, it is integrity. Doing what you say you are going to do, especially when no one is looking.

In Episode 38 of Counting Capital, Shannon joins Robert Brunswick to share the leadership principles that helped shape her career and guide Beacon Pointe Advisors through significant growth.

Listen to the full conversation: https://www.buchananstreet.com/counting-capital-podcast-episode-38-beacon-pointe-advisors-with-shannon-eusey/

09/23/2026

What is the most important lesson in scaling a business?

For Shannon Eusey, chairman and co-founder of Beacon Pointe Advisors, it is hiring people who are smarter than you and giving them the room to lead.

In Episode 38 of Counting Capital, Shannon joins Robert Brunswick to discuss the leadership principles that helped Beacon Pointe grow from a regional wealth manager into a national platform serving approximately $60 billion in client assets.

Listen to the full episode for insights on culture, equity ownership, private markets, women and investing, and the mentors who shaped her career.

https://www.buchananstreet.com/counting-capital-podcast-episode-38-beacon-pointe-advisors-with-shannon-eusey/

09/01/2026

Connect with Buchanan Street Partners at ALTS SF 2026.

Trevor and Derek will be at the Ritz-Carlton, San Francisco, September 9–10, connecting with investors and industry leaders. With more than 25 years of experience investing across the commercial real estate landscape, Buchanan Street provides tailored debt and equity solutions designed to create long-term value.

Attending the conference? Use the link below to schedule time with Trevor and Derek.

https://bit.ly/46qwSJL