The Money Book: Kirk Helgeson

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American Realty Advisors

Chief Investment Officer

Years with firm: 18

Assets under management: $1 billion

Kirk Helgeson is responsible for overseeing all acquisition-disposition activity for the firm’s investment portfolios. He also manages the development, implementation, and oversight for American’s value-added strategy through its open-end commingled fund, the American Strategic Value Realty Fund, as well as through separate accounts and closed-end commingled funds. He is chairman of the firm’s investment committee and a member of the management committee. Prior to joining American, Helgeson worked for AFP Properties USA Inc. as an investment manager responsible for all aspects of the acquisition and disposition process and asset management for a multiclass real estate portfolio in excess of $450 million. Helgeson has more than 27 years of real estate experience and earned both a BS degree and an MBA from USC.

Industry specialization: Real estate.

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