apartment investors

JB Matteson is a real estate investment firm focused on acquiring Class A multi-family residential properties in major West Coast metropolitan areas. Over the last 50 years, JB Matteson has built a $1+ billion portfolio on behalf of several hundred private capital investors. Our mission is to deliver long-term, stable and increasing cash flow through proactive asset management, conservative financing and operational excellence.


JB Matteson's mission is to provide stable and increasing cash flow distributions from high-quality, investment-grade multifamily assets held for the long term.

JB Matteson’s portfolio is diversified among major metropolitan areas along the West Coast. The West Coast markets tend to outperform other markets in the country in terms of both occupancy and rent growth, resulting in positive growth in cash flow. The portfolio includes both urban mixed-use assets and suburban garden style apartments. The portfolio enjoys diversification by metropolitan area, employment drivers, and resident profile.


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Dana David
Principal, President
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Thomas Fischer
Director of Capital Markets
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Katie Garrity Ashforth
Vice President, Business Development and Investor Relations
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Sam Blake
Vice President, Investments
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Jamie Blake
Vice President, Investments
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John Mcguire
Vice President, Asset Management
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Client Services Manager
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Assistant Controller
John R. Bellack

Acquisitions Criteria

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Major West Coast and Mountain infill markets
(Pacific Northwest, Northern California
Sacramento, Southern California,
Inland Empire, and Denver)

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Transaction Size

$40MM - $100MM

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Unit Count


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Year of Construction

2010 or newer

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Construction Type

Urban podium/wrap, suburban garden style

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Investment Strategy



Introducing Our Stellar New Joiners!

We are delighted to introduce three outstanding professionals who have recently joined our team, each bringing a unique set of skills to our organization. Please join us in extending a warm welcome to Jamie Blake, Sam Blake, and Katie Garrity Ashforth.

👉 Jamie Blake, our Vice President of Investments, brings an institutional background in real estate acquisitions and asset management. Jamie was previously with Morgan Stanley Real Estate and Invesco Real Estate. He has a B.A. in Business Administration with a major in Finance, a minor in History, and an M.B.A. from the Anderson School of Management at UCLA.

👉 Sam Blake, also a Vice President of Investments, brings ten years of multifamily investment expertise and a proven track record of multifamily acquisitions. Sam holds a B.A. in Business Administration with a major in Real Estate Finance and History from SMU's Cox School of Business.

👉 Katie Garrity Ashforth, CFA, our Vice President of Business Development and Investor Relations, joins us from DWS (previously Deutsche Bank), where she held key roles, including Vice President, Relationship Manager, and Vice President of Portfolio & Asset Management. A graduate of Cornell University, Katie has a B.S. in Applied Economics and Management with a Finance concentration and a Communication minor. Katie has attained series 7 and 63 securities licenses and is a Chartered Financial Analyst.

As our team expands with these exceptional individuals, we are confident that their expertise, dedication, and strong industry networks will drive our organization to new heights. Stay connected with Jamie, Sam, and Katie to witness their contributions to JB Matteson!

Investment Contacts

Investor Contacts

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