December 2017

Developer plans moderate-priced housing in Spring Valley

(as seen on

Sweetwater Vistas Douglas Wilson Companies 1The developer of a recently-approved 218-unit housing project in unincorporated San Diego County says it will build moderate-priced homes.

Douglas Wilson Co. expects to offer townhomes starting in the low $400,000s in the unnamed 52-acre Spring Valley development.

While that might not sound like a moderate price to many working families, it is below the $529,750 median home price in September for the county. The newly built median was $671,500.

“We always envisioned this project to provide a lot of open space and housing price points that would be very attractive,” said Douglas Wilson, CEO of the San Diego-based company. “It’s what people are really clamoring for in the county.”

It is common for builders in the county to say constructing homes at the high-end is their only option because of the high cost of land and regulations.

Wilson said that prices are a bit lower at this project because his company was able to acquire the land fairly cheaply in East County. He said trying to build a project like this in North County, where land is much more expensive, would be a different story.

Also, the price is right around what the area would be willing to pay based on the company’s market studies.

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Fall 2017 Newsletter

by admin on December 2, 2017

Are You Ready For The Great Wealth Transfer?

by admin on December 1, 2017

This article is featured in the Fall 2017 Newsletter. To view the full newsletter click here.

Over the next 40 years, the greatest migration of wealth in recorded history will occur. Aging populations around the world are preparing for this massive transition of personal and business assets between generations.

Legacy GraphIn the United States alone, an estimated $59 trillion in assets will pass from Baby Boomers to adult children through 2061.* At the peak, between 2031 and 2045, 10 percent of the total wealth in the United States will change hands every five years.**  In response, Douglas Wilson Companies is expanding its services to help manage challenges presented by the biggest transfer of wealth in the nation’s history.

We know that the wealth-acquiring generation believed in real estate as a legacy investment. We anticipate complications as stakeholders grapple with the issues of future real property asset management, repurpose, liquidation or allocation.  With our asset management and development background and our institutional expertise as a fiduciary, we can help guide families to avoid future disputes, preserve value and provide financial security for the beneficiaries in the future.

What are Legacy Assets?

Legacy Assets are those that have been created and held in ownership by individuals or entities that are poised to transfer such assets to a related, designated recipient or beneficiary.  The assets are generally of significant value and have been held or created for a substantial period of time.  Generally, such assets have various complications associated with them, either in the form of their management, repurpose, liquidation or allocation.

Many times such assets generate various tax consequences resulting from transition.  In almost all cases, legacy asset transitions, particularly when the stakeholders are members of the same family, are vulnerable to acrimony or other negative consequences resulting from ill-planned or ill-executed management of the asset transition process.

“Parents making these critical decisions should consider the capabilities and attributes of the acquiring stakeholder,” notes John L. Morrell, “as well as the needs, desires and ongoing responsibilities associated with the assets to be transferred. This is particularly true with real estate.”

How DWC Provides Value…

Doug and JohnDWC acts as a resource to other professionals.  We work with estate planning lawyers, bank trust departments or private accounting firms to provide unique expertise based on our experience as a trusted fiduciary, combined with our unique real estate expertise.  Through this expertise, we provide resources for dealing with complicated portfolio issues ranging from future governance, repurpose, redevelopment, critical management or redirection of a real estate centric Legacy Portfolio.

Through our work with families and partnerships in distress, we have refined a unique process to help stakeholders and their professional advisors deal with critical issues involving their Legacy Portfolio.

The initial segment of our Legacy Service is to provide a comprehensive assessment of the Legacy Portfolio which results in an objective review of all current, present, future opportunities and constraints. This  assessment will educate and support ultimate decisions made by the stakeholders with guidance from their professionals.

“When it comes to family, it’s in everyone’s best interest to avoid litigation.
The Baby Boomer generation doesn’t want to see its wealth squandered.”

For inquires please contact John L. Morrell.


* Center on Wealth and Philanthropy (CWP) at Boston College   ** Accenture Consulting

DWC’s Commitment to Senior Living

by admin on December 1, 2017

This article is featured in the Fall 2017 Newsletter. To view the full newsletter click here.

Douglas Wilson Companies has added a new senior housing platform to the company’s portfolio, and earlier this spring, broke ground on 111 units of assisted living in San Diego’s South County.

SeniorsOur $30 million, 4.5-acre development is located in the heart of Chula Vista’s affluent Otay Ranch.

When the community opens next fall, DWC will deliver 85 apartments for assisted living and 26 units for memory care in a highly amenitized environment.

At our ground breaking, we were honored to be joined by Chula Vista Mayor Mary Casillas Salas and by representatives from Milestone Retirement Communities, our gold standard operator, who will handle all management responsibilities.

Where will our aging population live?

The DWC Team has spent the last few years researching this market sector and we are actively looking for additional opportunities throughout the Western region. We are working closely with local municipalities to update their zoning – allowing for senior living and talking with other long-time property owners like schools, religious institutions and family trusts.

Otay Ranch Senior Living Douglas WilsonBased on our aging demographic and the need for updated and amenitized senior living communities, DWC has created a community program with the quality DWC is known for in the industry.  Concurrently, we have formulated several tools we use to analyze markets and potential projects.  By understanding the socioeconomic demographics of the area, projected growth in that area and then layering over additional units as that demographic ages, we can make a “go” or “no go” projection.  DWC is focused on developing and holding senior living assets as long term investments.


Every day for the next 20 years, 10,000 people will turn 65

Distress in an Upcycle?

December 1, 2017

This article is featured in the Fall 2017 Newsletter. To view the full newsletter click here. A Reflection by Douglas Wilson…. As this economic cycle continues to mature, we are often asked where conflicts and distress exist when the economy is still frothy. I am often reminded of a speech I heard many years ago wherein the […]

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DWC’S Brokerage Team Updates

December 1, 2017

This article is featured in the Fall 2017 Newsletter. To view the full newsletter click here. Continuing its long history of brokering unique assets for public and private entities, Alan Scott and Tom Olson remain focused on best in class brokerage services. Two recent transactions handled by DWC’s brokerage division for private clients illustrate the team’s capabilities […]

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Connecting: DWC Team on the Move

December 1, 2017

This article is featured in the Fall 2017 Newsletter. To view the full newsletter click here. Douglas Wilson and John L. Morrell were recognized as two of San Diego’s “Top 50 Influentials,” an honor roll of local business leaders published annually by The Daily Transcript. DWC Chief Operating Officer Nicholas Wilson was invited to serve as one […]

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2017 Newsletter: CEO’s Message

December 1, 2017

This letter is featured in the Fall 2017 Newsletter. To view the full newsletter click here. As the year draws to a close and we look to the New Year, I am energized by the company’s focus on opportunities presented by the nation’s impending Age Wave. Our real estate group has launched DWC’s first senior housing community, […]

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