About CALCAP Advisors

CALCAP is a boutique real estate investment and advisory firm founded in 2008 and led by former senior leaders of one of the largest thrifts in the U.S. Partnering with businesses, asset managers, real estate investors and developers, we represent individual and institutional investors by strategically allocating capital across a multitude of real estate investments.

Investment Philosophy

  • Acquire, reposition, and operate multifamily residential properties where we can add value and improve performance
  • Finance investment in single family residential and multifamily real estate by offering competitive rates and outstanding customer service
  • Identify opportunities and move quickly to add value for our partners and investors

Investment Objectives

  • Aggressively expand and diversify our portfolio of owned and operated real estate investments in the southwestern U.S.
  • Opportunistically distribute, invest, and trade business purpose real estate loans and servicing rights

Investment Opportunity

  • Leverage infrastructure to expand ownership of income producing assets in select markets
  • Open and penetrate new markets where demographics support both real estate lending and equity investment platforms
200+
Accredited Investors
$225M
Debt and Equity Raised
$150M +
Assets Under Management
62
Full Time Employees

Meet The Team

Edward M. Aloe
Edward Aloe
Founder and CEO CALCAP Advisors, Inc.

Mr. Aloe is responsible for overseeing the day to day operations and performance of the company and its affiliates, CALCAP Financial ... Read More →

Mark Mozilo
Mark Mozilo
Principal of CALCAP Advisors Inc.

Since 1986, Mark has been involved in the mortgage business and acquisition of land and apartment units as a Managing Member of ... Read More →

Patrick A. Wakeman
Patrick Wakeman
Founder and Principal of CALCAP Advisors.

Pat directs the acquisition, disposition, and capital structure for the company’s multi-family and commercial property investments ... Read More →

Drew Buccino
Drew Buccino
Executive Vice President

Mr. Buccino has over 25 years of residential real estate, structured finance, and P&L management experience. Most recently ... Read More →

Josh Holman
Josh Holman
Executive Vice President

Mr. Holman has been with the company since April 2009. Prior to joining the company he worked in Residential Land Acquisitions for ... Read More →

Sharif Shakhshir
Sharif Shakhshir
Senior Vice President

Mr. Shakhshir is responsible for underwriting analysis on prospective acquisitions and investment strategy. Previously, his ... Read More →

Pina Flores
Pina Flores
Operations Controller

Ms. Flores is responsible for the accounting , financial and investor reporting, budgeting and recasting, as well as year- end tax ... Read More →

Tina West
Tina West
Managing Director

Ms. West is responsible for leading the Property Operations team as well as new business development and client services. She has over 26 ...Read More →

Edward Aloe
Founder and CEO CALCAP Advisors, Inc.
Edward M. Aloe

Mr. Aloe is responsible for overseeing the day to day operations and performance of the company and its affiliates, CALCAP Financial, CALCAP Properties and CALCAP Asset Management. Mr. Aloe is also Chairman of the company’s Investment Committee responsible for guiding the overall investment strategy of the firm.

Prior to founding CALCAP, Mr. Aloe was a Regional President for IndyMac Bank, where he was responsible for managing the Correspondent Lending Division for the Western U. S. He was a Founding Member of prestigious Sales Executive Council (SEC) and responsible for over $10 Billion in purchased mortgage assets.

Mr. Aloe graduated from the University of San Diego with a B.B.A. degree in Business. He has served on the Board of Foothill Family Services, a Non Profit, and has actively raised money for Children’s Hospital Los Angeles. He also serves on the Real Estate Committee for the USD Burnham-Moores Program. Ed resides in San Marino, CA with his wife and three children.

Mark Mozilo
Principal of CALCAP Advisors Inc.
Mark Mozilo

Since 1986, Mark has been involved in the mortgage business and acquisition of land and apartment units as a Managing Member of multiple LLC’s. Mark recently spent the last 12 years running various lending activities for IndyMac Bank as an EVP and CEO. Mark's range of responsibilities included overseeing all aspects of sales and marketing, recruiting and training, operations, and strategic and financial planning.

Prior to joining IndyMac Bank, Mark founded a mortgage banking firm, Keros Mozilo Mortgage. His company focused on niche lending for wholesale mortgage brokers. Mark also worked 6 years for Countrywide Financial as a Regional Vice President. Mr. Mozilo earned his bachelor’s degree from the University of San Diego, and has earned the Certified Mortgage Banker (CMB) designation.

Mark serves on several boards which include; Shelter Partnership of Los Angeles, Wellness Community of San Gabriel Valley and University of San Diego's Real Estate Committee. Mark is also a member of the San Gabriel Valley Young Presidents Organization (YPO). Mark presently resides in Pasadena, Ca. with his wife Michele and three children.

Patrick Wakeman
Founder and Principal of CALCAP Advisors.
Patrick A. Wakeman

Pat directs the acquisition, disposition, and capital structure for the company’s multi-family and commercial property investments. As a Principal of the firm, he is a member of CALCAP’s Investment Committee, as well as being involved in corporate strategy and hiring.

He began his career with CBRE in 1988 handling leasing and sales of commercial properties, representing institutional property owners such as Ford Motor Company, Allstate Insurance, T. Rowe Price Mutual Funds and Transamerica Insurance. In 1995, Pat founded Landmark Realty Group, a firm dedicated to commercial property investment, syndication and brokerage. During that time, he formed numerous LLCs to purchase apartment and commercial projects throughout the U.S.

Pat is a graduate of the University of San Diego with a B.B.A. in Accounting. As a lifelong Southern Californian, he’s active in a variety of charitable, community, and professional endeavors. Pat resides in the Carmel Valley area of San Diego with his wife and two daughters.

Drew Buccino
Executive Vice President
Drew Buccino

Mr. Buccino has over 25 years of residential real estate, structured finance, and P&L management experience. Most recently, Mr. Buccino was President of CFS Mortgage Corporation, a mortgage bank based in Arizona. Prior to that, Mr. Buccino was a founding member of Milestone Asset Resolution Company (MARC), a boutique servicing and asset management firm specializing in construction related finance. Prior to working with MARC, Mr. Buccino was an EVP at IndyMac Bank and the CEO of the Bank’s Mortgage Professionals Group, which incorporated all of the Bank’s third party lending activities as well as the Bank’s Warehouse Lending unit, and was directly responsible for credit risk management, sales and marketing, compliance, operations, and financial administration. Mr. Buccino began his career with Arthur Andersen in their Los Angeles and Sacramento offices.

Mr. Buccino earned a BA from Claremont McKenna College with an emphasis in Accounting and Economics, is a member of the Mortgage Bankers Association and holds a CMB designation. Mr. Buccino resides in Scottsdale, Arizona with his wife and three boys.

Josh Holman
Executive Vice President
Josh Holman

Mr. Holman has been with the company since April 2009. Prior to joining the company he worked in Residential Land Acquisitions for Makar Properties, LLC, a large residential and commercial developer with over $1 Billion in assets under management. Mr. Holman also served as the Urban Infill V.P. of Finance for one of the 50 largest homebuilders in the country. He started his career in 1999 as the Corporate Financial Analyst for The Meyers Group, a Southern California based residential market research and consulting firm.

In his current role as Executive Vice President for CALCAP Advisors, Inc., Mr. Holman is responsible for utilizing his deal underwriting and acquisition experience to seek out stalled condominium, townhome and multi-family investment opportunities. He is also a valuable part of the day-to-day management of the residential assets in CALCAP’s portfolio. Mr. Holman graduated with honors in 1998 from Northern Arizona University with a B.S.B.A in Finance. He also received his M.B.A. from the Graziadio School of Business at Pepperdine University in 2005. He is a licensed California Real Estate Broker and has earned a certificate in Light Construction Development Management from the University of California, Irvine.

Sharif Shakhshir
Senior Vice President
Sharif Shakhshir

Mr. Shakhshir is responsible for underwriting analysis on prospective acquisitions and investment strategy. Previously, his experience spanned over 25 years of accomplishments in mortgage capital markets, fixed income, consulting and investor relations. Most recently, he was a SVP with Bank of America / Countrywide Home Loans responsible for Investor Relations around collateralization and performance for legacy RMBS. Prior to that, he worked for a boutique consulting firm, Quantitative Risk Management, with emphasis on Fixed Income/MBS risk modeling and hedging techniques working with the largest banks and mortgage originators in the US. Mr. Shakhshir’s education and certification credentials include a Master’s of Science degree in Financial Engineering from Illinois Institute of Technology and a Bachelor's of Science degree in Finance from California State University. He is a CFA Level 1 candidate and also holds the Financial Risk Manager certification via the Global Association of Risk Professionals.

Pina Flores
Operations Controller
Pina Flores

Ms. Flores is responsible for the accounting , financial and investor reporting, budgeting and recasting, as well as year- end tax preparation and K-1 distribution. She has over 20 years of experience in the field of real estate property management of shopping center, industrial, affordable HUD regulated and market rate multi-family properties. Additionally, she has comprehensive knowledge of accounting practices and principles for both public and private firms. Prior to working with CALCAP, she was Division Controller for JRK Property Holdings where her and her staff were responsible for the monthly financial packages for 72 properties.

Tina West
Managing Director
Valérie Plute

Ms. West is responsible for leading the Property Operations team as well as new business development and client services. She has over 26 years in residential real estate operations and has a background in both privately held and institutional ownership groups covering all asset types and classes. She holds a BA in Organizational Leadership, a Masters in Finance and holds a CPM designation with IREM. Tina also holds a broker license in CA, WA, AZ and OR.

tina.west@calcapproperties.com