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Saturday, Jun 10, 2023
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New Shooter, Biggest Deal; Joe Knows Wealth

The hits keep coming for owners of OC commercial real estate, biggest sale to date, first-time OC shopper Boston-based Rockpoint spending $150M+ for five buildings at the Summit Office Campus in Aliso Viejo.

United Capital’s Joe Duran just keeps growing his wealth advisory, 19,000 customers, close to $22B in assets and a new revenue stream. Plus some 40-plus years after Oakley, Jim Jannard aims for a three-peat.

The OC Business Journal drops Saturday, arrives Monday.

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