Revitate

We at Revitate, in partnership with RX3 Growth Partners and EverFree, had the pleasure of hosting a sommelier-guided wine tasting and reception. The evening began with a heartfelt moment as our Chief Impact Officer and Managing Partner, Lisa Bhathal Merage, showcased the powerful artwork displayed at Revitate HQ. These four photographs, a collaboration between Everfree and OCMA / Orange County Museum of Art, were captured by human trafficking survivors who are receiving care and support through Everfree’s platform. Each piece beautifully symbolizes their personal journey to #freedom. Lisa also proudly announced Revitate’s commitment to Everfree’s mission with a significant #donation, raised through RX3’s Charity Flag Football Tournament. Our Executive Chairman and Managing Partner, Alexander Stegmann Bhathal, along with Nate Raabe and Andrew Costa from RX3, shared insights into our Consumer Growth investment strategy, current fund offerings, and the much-anticipated 4th annual RX3 #Charity Flag Football Tournament. This event will feature an incredible lineup of #proathletes, all playing to support various impactful #charitablecauses. We are honored to participate as a team sponsor. A heartfelt thank you to everyone who attended and made this evening unforgettable!

Revitate is pleased to announce the hiring of Julia Trinh Nguyen.? ? Julia will serve as?the General Counsel for Revitate and manage the firm’s #legal and #compliance functions, which include oversight of investments and dispositions, tax planning, risk management, and human resources.?? ? Prior to joining Revitate, Julia served as the Assistant General Counsel of Foundation Building Materials (NYSE: FBM), where she led over 60 acquisitions, four divestitures, a going private transaction, and a secondary offering, and oversaw SEC reporting and compliance with securities laws. Before joining FBM in 2017, Julia was a corporate lawyer associated with Wilson Sonsini Goodrich & Rosati and Buchalter. Julia earned a B.A. in #economics from the University of California, Berkeley, and a J.D. from University of San Diego School of Law.? ? Welcome to Revitate, Julia!? ? #generalcounsel #familyoffice #newhire?

Revitate is honored to be participating in the 4th?annual RX3 Charity Flag Football Tournament. Follow RX3 Growth Partners for event updates and purchase your tickets through the link provided.

J.P. Morgan recently outlined Why Now is the Time to Invest in Real Estate. Here are the 5 key factors: Interest Rate Cycle Stabilization: Although interest rates have risen, the pace of increases is slowing, allowing investors to better price in the cost of capital. This transitional phase often creates opportunities to acquire undervalued assets before borrowing costs stabilize or decline. Market Dislocation Opportunities: Many sellers are motivated to offload assets due to financial pressure from higher rates, creating favorable buying conditions for well-capitalized investors. Supply-Demand Imbalance: With constrained new development due to high construction costs and material shortages, existing CRE assets are uniquely positioned to benefit from growing tenant demand in key sectors. Economic Inflection Point: As the economy shifts towards recovery, sectors like industrial, multifamily, and certain retail niches are poised to capitalize on increased activity and consumer spending. Acting now positions investors to ride this growth curve. Capital Flow Recalibration: Institutional investors and private equity are refocusing on CRE as a defensive play amid stock market volatility, boosting liquidity and signaling confidence in the sector's near-term outlook. Read more here: https://lnkd.in/giNyBsqU #alternativeinvesting #commercialrealestate #jpmorgan #CRE2025?

Revitate’s Alexander Stegmann Bhathal spoke alongside James (Jim) Lang of Greenberg Traurig, LLP, R. Kit Barmeyer, Justin Kain of HPP EQUITY, LLC., Louis M. Dubin of Redbrick LMD, and Bo Menkiti in the Opportunity Zones, Urban Investments & Historically Overlooked Markets panel at Information Management Network (IMN)’s 21st Annual Winter Forum on Real Estate Opportunity and Private Fund Investing in #LagunaBeach. #opportunityzones #realestate #urbaninvesting #ozinvesting

The DI Wire features a synopsis of the Novogradac & Company LLP #OpportunityZones Working Group letter to President Donald Trump's transition team and Michael Faulkender, the nominee for Deputy Secretary of the U.S. Department of the Treasury. The letter advocates for the following enhancements to the #OZprogram to maximize its impact on distressed communities across the U.S.: ? Extension of the investment deadline beyond 2026 to sustain capital flow into low-income communities.?? ? Allow for a fund of funds model.? ? Permanence of the Opportunity Zones incentive in the Internal Revenue Code. Read more about the letter here: https://lnkd.in/gZ43ydbU #OZupdate #QOF #OZinvestment #OZincentive #CRE #realestate #alternativeinvestment #taxincentive #novogradac?#opportunityzone

Revitate is pleased to announce the hiring of Maya Kurian.?? ? Maya will serve as the Senior Accountant for Revitate and assist the Finance team with accounting, operations, treasury, tax, and compliance for the firm.?? ? Maya was previously with Deloitte, working in their #audit practice and further specializing in #RealEstate. She graduated from California State University, Fullerton with a bachelor's degree in business administration, with a concentration in accounting, and a minor in marketing.? ? Welcome to Revitate, Maya!? ? #newhire #senioraccountant #finance #familyoffice #CSUF?

Revitate’s Managing Partners Alexander Stegmann Bhathal and Lisa Bhathal Merage, are honored as Orange County Business Journal “Business People of the Year”. Known for their success in #business and #sports, the Bhathal’s are recognized for creating opportunities for women’s sports and growing their family’s legacy in sports #entrepreneurship through their 2024 acquisition of the National Women's Soccer League (NWSL) Portland Thorns FC and the WNBA Portland franchise. Read more here: https://lnkd.in/gWYke9xz

“We want to attract and retain the best talent in the world here in Portland for sports, and specifically for women’s sports.” ? Read more about how Revitate’s Lisa Bhathal Merage, Alexander Stegmann Bhathal, and their team are working to cement Portland’s position as the global epicenter of women’s sports by building on five decades of work by the Portland community to support women’s athletics across a range of levels and sports.? ? https://lnkd.in/gfCuAWSE? #revitate #womenssports #portland #pdx #sports #community

2025 is shaping up to be a pivotal year for #OpportunityZones. As the post-election economic and political landscape comes into better focus, investors and industry observers alike are expressing newfound optimism about potential extensions and enhancements to the Opportunity Zone program.? ? As outlined in a recent Bloomberg article, advocates of the program are encouraged by the potential to incorporate new OZ provisions into upcoming tax and fiscal legislation, a shift that is already building confidence among current and prospective investors looking to deploy #capitalgains.?? ? Additionally, a revised #bipartisan bill is expected to introduce changes to further improve alignment with #OZinvestments and communities most in need, setting the stage for even broader and more scalable economic impacts in the years ahead.??? ? Read more here: https://lnkd.in/g9-nAHpd