Investor profile - CA
Daniel Morgan
Daniel Morgan is a real estate investor and operator based in San Francisco Bay Area, CA. Public filings show activity across 7 properties held through 18 holding companies. Recent mortgage relationships include HomeStreet Bank, SABAL CAIPTAL, and FIRST REPUBLIC BANK.
Daniel's Activity
As of December 2025, public records show approximately $66.8M in recorded mortgage exposure linked to this investor across at least 60 mortgage filings and 7 properties held through 18 holding companies. Activity appears concentrated in multifamily and residential assets recorded between 2010 and 2025.
Associated People
Primary Geography
San Francisco Bay Area, CA
ZIP codes: 95403, 92626, 92339, and 92627
Most recorded activity for this investor appears in SANTA ROSA, COSTA MESA, and FOREST FALLS.
Property Type Breakdown
Associated Entities (18)
CA · 1 property · 23 mortgages
CA · 1 property · 14 mortgages
CA · 0 properties · 4 mortgages
+15 more not shown
Mortgages (60)
Top Lenders
| Date | Amount | Status | Lender | Borrower | Address |
|---|---|---|---|---|---|
| 10/27/2025 | $543k | Open | First Bridge Lending | KERRY RANCH LP | 2311 SAN MIGUEL AVE, SANTA ROSA, CA 95403 |
| 08/06/2025 | $1.0M | Open | Citizens Bank | SANTA ROSA EXECUTIVE HOUSING LP | 1687 TECADO DR, SANTA ROSA, CA 95403 |
| 08/06/2025 | $1.0M | Open | Citizens Bank | SANTA ROSA EXECUTIVE HOUSING LP | 1604 TECADO DR, SANTA ROSA, CA 95403 |
+57 more not shown
Owned Properties (7)
| Address | Deeded owner | Status | Consideration |
|---|---|---|---|
| 1687 TECADO DR, SANTA ROSA, CA 95403 | SANTA ROSA EXECUTIVE HOUSING LP | Owns - 5 mos | $0 |
| 40555 VALLEY OF THE FALLS DR, FOREST FALLS, CA 92339 | RDJ LAND LLC | Owns - 13 mos | $650k |
| 1604 TECADO DR, SANTA ROSA, CA 95403 | TBM LEASING CO INC | Owns - 2.3 yrs | $40k |
+4 more not shown
FAQ
What type of real estate does this investor focus on?
Associated mortgages and deeds show activity in multifamily, residential, and vacant properties across San Francisco Bay Area, CA.
What companies is Daniel Morgan associated with?
Daniel Morgan is associated with 18 entities based on extracted signatures from public records. Key entities include MORGAN PROPERTIES INC, SANTA ROSA EXECUTIVE HOUSING LP, 2401 BERT HOLLISTER LLC, BRIDGEWAY MARINE CORP, and NAVARRA AT AVALAR INC.
How many properties are associated with this investor?
At least 7 properties are associated with Daniel Morgan and the entities they control, based on signatures extracted from recorded documents connecting Daniel Morgan to the entities.
Which lenders has this investor worked with?
Recent mortgage activity references HomeStreet Bank, SABAL CAIPTAL, and FIRST REPUBLIC BANK, indicating a mix of lending relationships.
How recent is their activity?
Records show activity from 2010 through 2025, with the most recent mortgage recorded in 2025.
How is associated activity determined?
Elementix uses AI to extract signatures from recorded documents. These signatures are used to determine the relationships between people and entities. This is a novel approach that goes beyond looking at corporate filings and skip-tracing.
The information displayed on this page is compiled from recorded real estate documents, business filings, and other lawfully available sources. Elementix summarizes and analyzes public record activity related to investment real estate and associated business entities. Any contact indicators shown (such as email domain references or partial phone digits) are provided solely as unverified signals and may be incomplete or outdated.
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