Client Testimonials

All Testimonials
Mike Carlson has the ability to analyze and plan a strategy which takes advantage of market conditions, incorporates the best financing options and most importantly, maximizes the return on your equity.
Gary M
2003 ~ Current
Make no mistake about it; there is a distinct advantage in utilizing an experienced financing liaison. Carlson not only found good properties but also good financing. He made the entire deal work!
John B
2003 ~ Current
We have owned several mid-sized investment properties for many years. I thought we had the financing and refinancing process figured out. I have since learned otherwise. Mike Carlson is much more than a mortgage broker. He is a full service financing resource. His services have proven to be invaluable. Mike Carlson has shown us that the rate, terms and loan amount of a commercial loan can be effectively "negotiated". Anyone would be well served in utilizing his services.When it comes to knowledge of investment property financing Mike Carlson is at the top of my list.
Glen D
2004 ~ Current
I found that Mike’s skills as a financing liaison benefited me financially. He provided the lowest rate that I reviewed. His knowledge and contacts within the banking system worked to our advantage. We were so pleased with Mike’s handling of the sale, purchase and financing of our real estate that we referenced Mike as a contact for our children and our attorney if we should die and the children were to be left with the apartments. We knew that Mike would be honorable and not take advantage of them in settling our real estate holdings.
L Family LLC
2004 ~ Retired
Big thanks to Cory Carlson for helping us sell our single-family home while also purchasing a triplex. As new real estate investors, we were determined to find a great deal that met our criteria. Cory joined us in the hunt and brought to the table some off-market deals, lots of in-depth investment analysis, and several creative financing ideas. Cory is a skilled broker, communicator, and real estate investment advisor I would highly recommend to anyone who is serious about building wealth through real estate.
Ryan R
August 2020
Real Estate Brokerage
Transactions
Apartment / Commercial Financing
Transactions
1031 Exchange
Transactions
Real Estate Investment-Financial Analysis (IPA)
Current Real Estate Investors
New Real Estate Investors
IRS 1031 Exchanges
Buyer's Agent Specialist
Real Estate Agent for Sellers
Out-of-State Buyer Investors
Pooled Fund (Syndicated) Real Estate Investing
Self-Directed (IRA) Real Estate Investing
Tax-Advantaged Retirement Exit Strategies
Property Owner Landlord Services
Apartment / Commercial Loan Guidance

INVEST WITH US

Explore opportunities beyond stocks and bonds

Helping Investors Build Wealth Through Income-Producing Investment Real Estate

Realty Yield is your one-stop investment real estate service provider. Our firm specializes in formulating, delivering and executing tailored real estate investment and wealth building strategies from start to finish.

Successful real estate investing requires a carefully crafted master plan. We have over 20 years of experience in helping clients achieve their long-term investment goals one opportunity at a time.

Navigating the complex waters of real estate investing requires a trusted guide.  Any serious investor needs a specialist who knows the terrain; someone who has been there before, put in the years, developed proven methodologies, and established vital business partners through honesty and loyalty.  At Realty Yield your best interests are always paramount.  

Collaborating with me and my top-tier team of TRUSTED ADVISORS in tax, law, 1031 exchanges, lending, property management and insurance we have you covered. You can be assured of the same expertise, loyalty, and integrity that has helped our long-term clients achieve financial success and accelerated wealth growth over the years.

Our values and passion lay in building long term, successful relationships over the course of a lifetime.  It is a relationship that grows and materializes over time. Financial success cannot be achieved through a series of occasional are haphazard transactions.  Success requires a long-term commitment and "working a plan".
 
We will be with you every step of the way on your road to financial freedom.

New Investors
Investment Property Owners
Out-Of-State Buyers

Our Services & Areas of Expertise

Real Estate Consulting & Advisory

Analyze and summarize the performance of your current real estate holdings from a return on invested capital (equity) standpoint.

Consulting & Advisory Services
Real Estate Brokerage Service

Successfully execute selling & buying of investment properties. You deserve to have expert advisors looking out for your best interest at every step of the process.

Apartment / Commercial Financing & Mortgage

Get the most competitive loan available with specific terms that properly align with your individual investment strategy.

Financing Services

Complimentary

Investment Property Analysis (IPA)

The purpose of Investment Property Analysis (IPA) is first to analyze and summarize the performance of your current real estate holding-s from a return on invested capital/equity standpoint. From there "options" will be evaluated to see where improvements (higher returns) can be attained.

The Investment Property Analysis (IPA) will provide a starting point and road-map. Let us help you improve your returns with our proven real estate investment strategies.

Example Success Stories

More Case Studies

1031 Exchange + Arranged Financing

Verona Apartments (16 Units) to Roseland Apartments (30 Units)
Timeline
2019 - Current
Engagement Type
1031 Exchange + Place/Invest Cash
Realty Yield Role
Listing Agent, 1031 Exchange Coordination, Buyer’s Agent, Mortgage Broker
Cash/Capital
$991,423 (1031 Funds) + $646,680 (Cash)
Client
John B
Investor Profile

As of 2019: Client's current investment property portfolio includes small/mid-size apartment complexes and a "Class A/B" mixed-use property. Client primarily utilizes professional property management to manage the day-to-day operations of his properties. The objectives moving forward are continued wealth (capital) growth, increased cash flow and the consolidation of invested capital into fewer/larger high quality assets.

Read More

Pooled Fund (Syndicated) Real Estate Investment

Wellington Square Apartments (27 Units)
Timeline
2018 - Current
Engagement Type
Pooled Fund (Syndication), Acquisition, Arrange Financing
Realty Yield Role
1031 Exchange, Buyer's Agent, Mortgage Broker, Syndication Coordinating
Cash/Capital
Client (90% - 1031 Funds) + Realty Yield (10% - Cash) = ~$800,000
Client
Ted J
Investor Profile

As of 2018: Client now nearing retirement from a career in marketing and as a corporate communications executive. Client has been investing in real estate since his first rental house purchase at the age of 19 and has accumulated a portfolio of 10+ rentals homes over the course of four decades. In 2016, Client "exchanged - 1031" by selling most of his single-family rentals and acquired a 12-unit apartment complex. The primary objective moving forward is continued capital (equity) growth.

Read More

Refinance & 1031 Exchange

Hollywood Apartments (16 Units) to Verona Apartments (16 Units)
Timeline
2012 & 2015, 2018/2019 - Current
Engagement Type
Cash-Out Refinance (2x), 1031 Exchange
Realty Yield Role
Listing Agent, 1031 Exchange Coordination, Buyer's Agent, Mortgage Broker
Cash/Capital
$1,133,984 (1031 Funds)
Client
Gary M
Investor Profile

As of 2018: Long-time owner of several small/mid-size apartment properties located in the Portland-metro area plus a single-tenant Industrial property located in Bend, Oregon. Client has over the years strategically sourced built-up equity in owned properties and purchased additional income-producing real estate of various property types. Client's main focus and priority is continued wealth (capital) growth through the optimal allocation of invested capital (equity) and the strategic use of leverage.

Read More

Madison Carlson

Assistant to the President

Why Choose Us?

At Realty Yield, we want your investments to succeed. All investors need a plan, whether your goal is capital (equity) growth, maximum cash flow, realizing optimum tax benefits or any combination thereof.

The experts at Realty Yield will guide you through the complex and ever-changing world of real-estate investment with confidence. At Realty Yield, we know that lasting wealth comes from making the right decisions, at the right times. Knowing what to do in these moments is what sets Realty Yield apart.

By working with us, you’ll benefit no matter what your needs, whether you are looking to buy real estate property, sell real estate property, complete a 1031 exchange, secure a commercial loan, consult on investment real estate / portfolio performance improvement strategies, or executing a tax favorable exit strategy at retirement.

You are more than just a client, and we are more than just a brokerage firm. That’s why at Realty Yield, we make a personal commitment to you. We will create your own, unique, expertly crafted, Personal Real-Estate Investment Strategy. We give you the best results because we have the knowledge and experience to create your best plan of action. We will guide you through those vital decisions of what to do, how to do it, and when to do it.

We know we are only as successful as our clients. It is by providing unparalleled service that we keep our clients for life. Working side-by-side, year-in and year-out, we will proactively manage, assess, and strategize your financial investments through all stages of the investment life-cycle.

Meet The Real Estate Advisors
Contact Us
Real Estate Brokerage
Transactions
Apartment / Commercial Financing
Transactions
1031 Exchange
Transactions

Client Testimonials

All Testimonials
Mike Carlson has the ability to analyze and plan a strategy which takes advantage of market conditions, incorporates the best financing options and most importantly, maximizes the return on your equity. Mike is the real deal, honest, trustworthy and highly capable. I am happy to recommend him to anyone looking for assistance with their multi-family portfolio.
Gary M
2003 ~ Current
For anyone with real estate investments, Mike Carlson’s services are a necessity in order to achieve top results. Mike Carlson is very astute and knowledgeable in not only all aspects of real estate investment and wealth management but also in a wide scope business matters in general.
Lynn L
2005 ~ Current
Mike Carlson and his company are great - very professional, experienced and comfortable to work with. Mike’s analysis and technical abilities is top drawer! He knows how to evaluate portfolios and properties to determine the best investment strategy. Mike Carlson’s brokerage and negotiation skills are very polished and effective. Make no mistake about it; there is a distinct advantage in utilizing an experienced financing liaison. Carlson not only found good properties but also good financing. He made the entire deal work!
John B
2003 ~ Current
Mike has been what I was looking for in a commercial realtor. He has the unique ability to apply financial numbers to a project and not let the emotions of a property cloud the analysis. Working with Mike has always been about good communication and he does a great job. When you do finally find a property worth pursuing he is not pressuring you to make the offer and get the commission. It’s more about the long-term relationship. He reassured me that if he does a good job on this deal I will probably be back for more and sure enough I am in the hunt again.
Clinton L
2008 ~ Current
We were so pleased with Mike’s handling of the sale, purchase and financing of our real estate that we referenced Mike as a contact for our children and our attorney if we should die and the children were to be left with the apartments. We knew that Mike would be honorable and not take advantage of them in settling our real estate holdings.
L Family LLC
2004 ~ Current
I worked with Madison prior to her role at Realty Yield. Her drive and passion has always been evident in everything that she does. She truly is invested in her job and clients best interests. I would highly encourage anyone in need of guidance and expertise in investment real estate to consider Madison and the Realty Yield team.
Austin W
I was impressed with Cory’s ability to communicate and execute the sale of our duplex in pre-foreclosure with a very tight timeframe. He was respectful, professional and really made the transaction a pleasurable experience for my family.
Kendra
February 2019
Cory Carlson was instrumental in the acquisition of our fourplex. His analysis skills, professionalism and productive communication while searching for our investment provided my wife and I confidence through the entire process. His connection with local lenders and understanding of the principles of finance prove Cory really is your one-stop investment broker and advisor.
Jason & Katie I
January 2019