ABOUT PUBLIC PORTFOLIO STRATEGIES
WHO WE ARE
Public Portfolio Strategies, Inc. provides real estate asset management and advisory services to public agencies. We specialize in the acquisition and oversight of complex, income-producing assets — from deeds of trust and DSTs to net-leased properties, ground leases, and billboard agreements.
Our role is to bring clarity and accountability to portfolios that demand specialized knowledge. Through disciplined monitoring, transparent reporting, and hands-on transaction support, we help our clients preserve principal, enhance value, and make informed decisions with confidence.
We act as an extension of our clients’ teams — independent, rigorous, and singularly focused on protecting the public capital entrusted to their care.
INVESTMENT PHILOSOPHY
Our philosophy is built on preservation of capital first, evidence-based decisions, and unwavering alignment with the public interest.
Protect principal first, then pursue durable, risk-adjusted value over the long term.
Every decision is grounded in data, documentation, and continuous monitoring.
Objective advice that serves the agency and the public they answer to.
LEADERSHIP
Seasoned real estate and finance professionals who bring rigor, judgment, and independence to every engagement.
President
Leads firm strategy and client relationships, with decades overseeing specialized real estate and structured assets.
Vice President
Directs portfolio monitoring, financial reporting, and risk oversight across all managed asset classes.
Administrative Assistant
Guides transaction support and investment analysis, translating complex assets into clear decisions.
OPERATING PRINCIPLES
Consistent point of oversight and transparent performance monitoring
Clear, complete reporting with audit support.
Protecting principal while pursuing durable returns.
Consistent, rigorous process applied to every asset.
Talk with our team about oversight and advisory for your real estate assets.
President
Wiseman Sheldon, Fairfield, CA
Founding Principal 1985 – 1990
August Financial Corp., Long Beach, CA
VP Real Estate Acquisitions 1981 – 1985
Consolidated Capital Companies, Emeryville, CA
VP Real Estate Acquisitions/Sales 1980 – 1981
Crown Realty Gallery of Homes, Napa, CA
Real Estate Broker 1977 – 1980
Education:
Pepperdine University Malibu, CA: MBA 1982 – 1985
Pacific Union College St. Helena, CA: BA Studies 1970 – 1974
Professional Organizations:
IRWA Chapter 2 San Francisco
CASH – California Coalition for Adequate School Housing
CASBO – California Association of School Business Officials
Chamber of Commerce – Fairfield-Suisun
Solano Economic Development Corporation, Executive Board of Directors
California Real Estate Broker, 1977
Experience:
California School District Consulting: Land & Building Acquisitions & Negotiations, Dispositions, Property Exchanges & Negotiations, Title Review (forensics), Due Diligence Coordination, Building Lease Negotiations, Ground Lease Negotiations, Development & Entitlement Processing for all or portions of school sites including mixed-use projects, self-storage, memory care, office and residential developments. Extensive Knowledge of the California Education Code. Private and Charter School Consulting. 1999 – Present.
California City, County & Special Agency Consulting: Land & Building Acquisition, Disposition & Development, Construction Oversight, Title Investigation, Due Diligence Coordination. 1996 – Present.
Billboard Consulting, Public Agencies: Extensive Experience with Digital Sign Site Identification, Sign Ordinance Updates, Development Agreement and Lease Negotiations. Extensive Knowledge of the California Outdoor Advertising Act Business & Professions Code. Entitlement Coordination with the State of California. 1996 – Present.
Eminent Domain: Expert Witness and Real Property Due Diligence Coordinator for Caltrans, LA Metro, Hi-Speed Rail, School Districts, Cities and other Public Agencies. Forensic Title Review. Assistance with Appraisal Matters. 2009 – Present.
Private Sector Consulting: Real Property Acquisition, Disposition, Negotiations. Development, Entitlements, Tenant Negotiations, Construction Oversight. Due Diligence Coordination. Lender & Appraiser Coordination. Title Review and Escrow Coordination. 1980 – Present.
Geographic Areas: San Francisco Bay Area, Silicon Valley, Santa Clara Valley, Yolo County, Sacramento Area, Central Valley, Greater Los Angeles Area, San Bernardino, Orange County.
Vice President
PUBLIC PORTFOLIO STRATEGIES, INC.
Vice President
2026 – Present
CASI MANAGEMENT SERVICES – Vallejo, California
Owner
2013 – Present
SOLANO ECONOMIC DEVELOPMENT CORPORATION – Fairfield, California
Part-Time Economic Development Project Manager
2023 – 2025
SOLANO COUNTY EMPLOYMENT & ELIGIBILITY – Fairfield, California
Health & Social Services, Administrator
March 2026 – August 2026
SOLANO COUNTY PUBLIC HEALTH – Fairfield, California
Sr. Health Education Specialist / Planning Analyst
2020 – 2026
ALAMEDA COUNTY PUBLIC HEALTH DEPARTMENT – Oakland, California
Project Manager
2016 – 2020
BRIGHT RESEARCH GROUP – Oakland, CA
Consultant
2017
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EDUCATION
California State University, East Bay
Master of Science, Health Care Administration
University of California, Merced
Bachelor of Science, Management
University of California, Berkeley Extension
Bay Area Social Services Consortium- Executive Development Program
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PROFESSIONAL ORGANIZATIONS
Self-Help Federal Credit Union – Chair, Board of Directors
California Real Estate Salesperson, 2018
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EXPERIENCE
Public Agency Leadership : Provides executive leadership supporting strategic planning, organizational performance, public finance, program administration, and operational improvement for large public-sector organizations. Experience includes executive reporting, budget oversight, grant administration, stakeholder engagement, and cross-functional implementation.
Economic Development & Public Finance: Led the development and implementation of a Solano County Revolving Loan Fund and a City of Vallejo Revolving Loan Fund totaling more than $3 million, expanding access to capital for small businesses through partnerships with public agencies, financial institutions, and regional organizations. Managed executive reporting and supported long-term economic development initiatives.
Public Asset Management & Investment Strategy: Advises public agencies on strategies to manage and maximize the long-term performance of revenue-generating assets. Areas of focus include agreement review, revenue monitoring, investment and reinvestment planning, financial reporting, and asset performance evaluation to support informed executive decision-making.
Strategic Planning & Organizational Performance: Advised executive leadership on strategic initiatives involving public finance, organizational transformation, grant compliance, operational performance, workforce optimization, and community partnerships. Managed grant portfolios exceeding $20 million and secured funding to advance public-sector initiatives.
Real Estate & Business Management: Owns and operates a real estate management company focused on residential property operations, hospitality management, customer service, and long-term asset preservation. Experience includes property operations, financial management, and implementing strategies that enhance asset value and operational performance.
Administrative Assistant
Kendra is our administrative assistant, our go-to person at the front desk or on the phone—she’s the friendly face and voice of our office. With a background in administrative work and customer service, Kendra ensures a warm welcome and smooth experience for everyone.