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Eric Bergstrom Email & Phone Number

Chief Executive Officer and President at Bergstrom Capital Advisors, Inc.
Location: Newport Beach, California, United States 10 work roles 2 schools
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Role
Chief Executive Officer and President
Location
Newport Beach, California, United States

Who is Eric Bergstrom? Overview

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Eric Bergstrom is listed as Chief Executive Officer and President at Bergstrom Capital Advisors, Inc., based in Newport Beach, California, United States. AeroLeads shows a matched LinkedIn profile for Eric Bergstrom.

Eric Bergstrom previously worked as Chief Executive Officer/President at Bergstrom Capital Advisors, Inc. and Member of the Board of Advisors at The Corky Mcmillin Center For Real Estate. Eric Bergstrom holds Bachelor Of Science, Accounting from San Diego State University-California State University.

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Bergstrom Capital Advisors, Inc.

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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 Coast, 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, and hospitality), single family residential, and resort 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 36 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 23 years.2) Thirty-six consecutive years of dedicated real estate experience throughout multiple economic cycles allows us to provide our clients with unmatched perspective 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.

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Bergstrom Capital Advisors, Inc.
Bergstrom Capital Advisors, Inc.
Chief Executive Officer and President
Newport Beach, CA, US
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10 roles

Eric Bergstrom work experience

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Chief Executive Officer And President

Bergstrom Capital Advisors, Inc.

Newport Beach, CA, US

Chief Executive Officer/President

Current
Bergstrom Capital Advisors, Inc.

Newport Coast, California

A brief overview of our real estate capital markets and strategic advisory process is provided below:1) Sponsor-Level Assessment:Independently evaluate the Company to assist the board and/or management in:a) clearly defining/articulating the full strength of sponsorship (e.g., expertise, track record, strategy, organization, operations, and systems), andb).

Aug 2001 - Present

Member Of The Board Of Advisors

Current
The Corky Mcmillin Center For Real Estate

San Diego State University

Bergstrom Capital Advisors, Inc. is proud to be a Corporate Partner of The Corky McMillin Center for Real Estate.

Apr 2023 - Present

Chief Investment Officer

Current

Newport Coast California

Dakota Investments, LLC is named in honor my mom & dad 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.

Aug 2001 - Present

Member Of The Board Of Advisors

Washington DC-Baltimore Area & Stanford University

In 2013, approximately four years after completing the largest capital raise to date for a residential development in Cabo San Lucas, Mexico (~$40M equity and ~$140M construction loan placements for the acquisition and redevelopment of the Hacienda hotel) and in the process of an approximately 12,000 acre land assemblage at Bahia San Basilio, located north.

Jan 2013 - Dec 2022

Member Of The Board Of Advisors

Paladin Asset Preservation & Management, Inc. And Land Interests, Inc.

Irvine, California

Third party real estate preservation, management, and receivership services for judicial, lender, and equity partner concerns throughout the United States and Mexico, with primary focus on homebuilding and residential land development assets.The senior management/board members of these entities were retained by private equity funds to underwrite and due.

Sep 2008 - Dec 2014

Senior Manager/Real Estate Consulting Group

Newport Beach

A detailed and comprehensive list of assignments can be provided upon request.

Sep 1989 - Aug 2001

Senior Manager/Real Estate Transaction Advisory Capital Markets Group

Ey

San Diego & Irvine

While completing my degree at SDSU, I obtained an internship with Ernst & Whinney in January 1988, then obtained a full-time position for nine months from September 1988 until the announcement of the firm's merger with Arthur Young, creating Ernst & Young ("EY") in June 1989. In September 1989 with the S&L/Real Estate Crisis quickly expanding throughout.

Sep 1988 - Aug 2001
2 education records

Eric Bergstrom education

FAQ

Frequently asked questions about Eric Bergstrom

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What company does Eric Bergstrom work for?

Eric Bergstrom works for Bergstrom Capital Advisors, Inc..

What is Eric Bergstrom's role at Bergstrom Capital Advisors, Inc.?

Eric Bergstrom is listed as Chief Executive Officer and President at Bergstrom Capital Advisors, Inc..

Where is Eric Bergstrom based?

Eric Bergstrom is based in Newport Beach, California, United States while working with Bergstrom Capital Advisors, Inc..

What companies has Eric Bergstrom worked for?

Eric Bergstrom has worked for Bergstrom Capital Advisors, Inc., The Corky Mcmillin Center For Real Estate, Dakota Investments, Llc, Center For Responsible Travel, and Paladin Asset Preservation & Management, Inc. And Land Interests, Inc..

How can I contact Eric Bergstrom?

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What schools did Eric Bergstrom attend?

Eric Bergstrom holds Bachelor Of Science, Accounting from San Diego State University-California State University.

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