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Bullish on the long view

Are we steadfast in our commitment to honesty, integrity and excellence? Absolutely. Do we take pride in our patient, value-oriented, long view approach? Without a doubt. We’ve found great success in diligently forging our own unique path. 

Patience. Experience. Focusing on the long view. They all add up to the confidence to craft and execute upon customized non-correlated investment theses. At Katz Capital, we take a multi-strategy, value-oriented approach to analytical investing, with the goal to build consistent returns over the long run. We focus on investing in the broader real estate and financial services sectors in strategic locations throughout Florida, and augmenting returns with non-capital intensive operations. Does that give us a higher stake in the game? Sure. But it also means we’re entirely invested in how they pay off.

The bottom line? We make calculated investment decisions, rather than placing bets on “short-term greedy” investments; and this allows us to strive towards consistently building wealth for our investors over a broad time horizon.

Focused on risk.
Committed to return.

Brian Katz CFA Founder and Chief Executive Officer As an entrepreneur with an extensive risk management, banking and bank regulatory background, Brian founded Katz Capital in 2011 and has nurtured its growth as CEO ever since. Brian began his career by launching his own business, Bottlebid.com. In 2001, he went on to join the Office of the Comptroller of Currency as an Associate National Bank Examiner, and was involved in capital adequacy and earnings stability reviews, as well as institutional risk and risk management practices examinations. He then joined Goldman Sachs’ Credit Risk Management & Advisory group. His duties included performing credit analysis across multiple industries to determine internal credit ratings and aggregate exposure levels for jointly managed portfolios with $5 billion of exposure. In 2008, Brian took his talent overseas, to PricewaterhouseCoopers in Tel Aviv, Israel as a senior consultant to the financial advisory group. He assisted in managing the development of business plans and feasibility studies that included in-depth economic, industry, and business analyses along with providing clients with valuation services. In 2009 and 2010, Brian worked in senior vice president roles for two community banks, overseeing loan administration and operations, where he developed problem loan management software, performed problem/non-performing loan analysis and workout, allowance for loan and lease losses determination, capital planning, liquidity planning, and regulatory assistance. Currently, Brian is a board member at Resource Bank NA and Anchor Specialty Insurance Company, and was appointed to the board of the Florida Housing Finance Corporation, where he served from May 2013 to March 2017.  Brian is also a licensed Florida Real Estate Broker Associate, Resident General Lines Insurance Agent and Mortgage Loan Officer. Brian graduated from Washington University in St. Louis in 2000, and received his MBA from George Washington School of Business in 2006.
Jonathan Oliver Chief Investment Officer Jonathan is a Principal with Katz Capital, and the Chief Investment Officer for the lending business. He manages the deployment of capital via loans to real estate investors with short and long-term products for non-owner occupied investment properties. Jonathan actively manages the Company’s loan portfolio, which, due to his extreme diligence and financial expertise, has grown past $13 million. Jonathan takes a unique approach with each client by combining his investment knowledge with his risk management background, to safely grow the loan portfolio with sound investments. Prior to joining the Katz Capital team, Jonathan held various banking roles throughout Tampa Bay. He’s been working in the financial field since 2007, allowing him to gain extensive experience in everything from credit analysis, to portfolio management, to new business generation, to loan structuring. Jonathan also owns a real estate investment company, J2 Investment Group, which specializes in renovating/re-selling distressed properties, distressed bank notes, and buying/holding long-term rental properties. Jonathan received his Bachelors of Science in Finance from the University of South Florida in 2007.
Justin Nikolich, CPA Chief Financial Officer Justin serves as Katz Capital’s Chief Financial Officer. He has a deep understanding of an array of fund structures including masters/feeders, segregated portfolio companies, managed accounts, blocker corporations, multi-currency share classes, carried interest, and special purpose liquidity vehicles. To put it in simple terms: he’s good. Prior to joining the Katz Capital team, Justin had been with PricewaterhouseCoopers since 2010, and was responsible for managing large 40-person teams, determining and negotiating fees, billing/collecting, staffing, creating and monitoring budgets, coaching and reviewing staff work, and coordinating with foreign offices and specialists.  His main industry focus was Financial Services clients, specifically alternative funds such as Hedge Funds, Private Equity Funds, and Mutual Funds. Justin also has experience in exotic and vanilla securities/derivatives and their valuation techniques, financial analysis and modeling, option-pricing models, probability weighted expected return, discounted cash flows, and market multiple methods. He was the lead instructor of both statewide general assurance and regional asset management training, covering topics such as complex valuation, financial statements of funds, hedge fund controls, and fund audits from start to finish. He received his Bachelors and Masters of Accounting from the University of South Florida. Justin is also a registered Certified Public Accountant with the State of Florida.

Staying ahead of the herd.

Katz Capital’s real estate private equity services involve the direct owning of real estate and taking derivative exposure to real estate by issuing mortgages to investor-borrowers to refinance and rehabilitate multi-family, single-family and commercial properties. Seeking stable returns, our focus is attractive real estate markets within Florida that exhibit positive demographic trends.

To enhance control for our investors and ourselves, we take it a step further. In addition to Katz Capital’s investment and lending expertise, we provide real estate-related services that include brokerage, insurance, property management and title through our Pineywoods organization.

Strong strategy. Broad platform.

Our private equity portfolio is well diversified with investments spread across targeted real estate and financial services oriented ventures.