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Invesco’s Aliso Holdings Top $200M With Latest Buy

Dallas-based institutional investor Invesco Real Estate has added another big office in Aliso Viejo to its portfolio, its third reported purchase in the city in a little over a year.

An affiliate of the real estate investor recently closed on the purchase of 5 Polaris Way, a 78,702-square-foot building just off the San Joaquin Hills (73) toll road, according to property records.

Terms of the sale weren’t immediately disclosed. CoStar Group Inc. records placed an estimated $33 million price on it, or roughly $419 per square foot.

The three-story building was sold by an affiliate of Irvine-based LBA Realty, which had owned it for about two years.

LBA paid a reported $18.4 million for the office, one of two buildings in Aliso Viejo that computer giant Dell Inc. took over as part of its $2.4 billion buy of Quest Software in 2012.

Dell vacated the building a few months after the 2014 sale to LBA, which subsequently landed UST Global Inc., an information technology services provider whose headquarters is in the city, to lease most of the building under a long-term deal.

Invesco already owns two other buildings on Polaris Way, which holds five buildings just north of the toll road.

In late December, it paid a reported $84.3 million, or about $421 per square foot, for 2 and 3 Polaris Way, a pair of four-story offices that total about 200,000 square feet, according to CoStar records.

An affiliate of engineering and construction giant Fluor Corp., which built the offices in the late 1990s for its local operations, sold them to Invesco.

The latest acquisition pushes Invesco’s investment in Aliso Viejo’s office market over the past 13 months to more than $200 million.

In June 2015, the real estate investor paid an estimated $108.1 million for 15 and 25 Enterprise, a pair of five-story offices at the Summit Office Campus, which is on the opposite side of the toll road from the Polaris Way buildings.

The largely full Summit offices hold the local operations of homebuilder Lennar Corp. and FivePoint Communities, among other tenants.

Invesco paid an estimated $360 per square foot for the buildings, which were sold by Palo Alto-based Menlo Equities LLC.

Aliso Viejo’s office market totals about 2.3 million square feet and had a vacancy rate of about 10.6% at the end of June, according to brokerage data from Newmark Grubb Knight Frank.

Class A rents in the city average about $3.17 per square foot per month, the data shows. That’s the highest rent of any office market in South OC, a nearly 20-million-square-foot area where the average rent is $2.80 per square foot, according to the brokerage’s latest quarterly office report.

KBS in Portland

An affiliate of Newport Beach-based KBS Realty Advisors has paid $69 million for an office tower in Portland, Ore.

The company’s KBS Growth & Income REIT recently closed on the purchase of the Commonwealth Building, a 216,099-square-foot creative-tech office tower.

The property traded hands for about $319 per square foot. Seattle-based Unico Properties sold the property, which it acquired in 2014 for $41 million, according to local reports.

The Commonwealth Building was built in 1948 and underwent a major renovation that was completed last year. It’s about 94% leased to 25 tenants, according to KBS, which financed a portion of the deal with a $47.4 million, five-year, floating-rate acquisition loan made through an insurance company.

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Mark Mueller
Mark Mueller
Mark is the former Editor-in-Chief and current Community Editor of the Orange County Business Journal, one of the premier regional business newspapers in the country. He’s the fifth person to hold the editor’s position in the paper’s long history. He oversees a staff of about 15 people. The OCBJ is considered a must-read for area business executives. The print edition of the paper is the primary source of local news for most of the Business Journal’s subscribers, which includes most of OC’s major corporate and community players. Mark’s been with the paper since 2005, and long served as the real estate reporter for the paper, breaking hundreds of commercial and residential real estate stories. He took on the editor’s position in 2018.

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