REAL ESTATE INVESTMENT
Client Case Study
Out-of-State Buyer Investor
This project included executing a 1031 Exchange to acquire an apartment complex in Portland, OR, and second 1031 Exchange from the sale of another CA property.
REAL ESTATE INVESTMENT
Client Case Study
Pooled Fund (Syndicated) Real Estate Investment
This project included executing a 1031 Exchange from a 12-unit apartment complex to leveraging the built-up equity through appreciation and reinvesting in a larger, multi-family asset.
REAL ESTATE INVESTMENT
Client Case Study
Cash-Out Refinance + 1031 Exchange
This project included interest cash-out refinance and 1031 Exchange into a newer, larger investment property.
REAL ESTATE INVESTMENT
Client Case Study
1031 Exchange + Arranged Financing
This project included executing a 1031 Exchange to combine these funds with cash-on-hand to acquire a larger asset.
INVESTOR SPOTLIGHT
As of 2019, the client's current investment property portfolio includes small and mid-size apartment complexes, along with a "Class A/B" mixed-use property. The 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.
REAL ESTATE INVESTMENT
Client Case Study
1031 Exchange + Arranged Financing + Refinance
This project focused on 1031 Exchange from a 27-unit "Class C" apartment into a larger, higher quality "Class A/B" asset.
REAL ESTATE INVESTMENT
Client Case Study
Acquisition + Arranged Financing
Reallocate capital that was currently invested in the stock market and acquire another income-producing investment property. The target price range was $1M-$1.75M.
REAL ESTATE INVESTMENT
Client Case Study
Consulting & Advisory + Investment Property Portfolio Analysis (IPPA) + 1031 Exchange + Arranged Financing
Sold Several Smaller Multiplexes (through 1031 Exchange) & Acquired 2 Larger Apartment Complexes (30 Units & 16 units)
