About Our Services

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Whether you are a seasoned investor, or you would like to learn more about real estate investing, we are qualified and ready to help you with all your real estate needs.

How do I select an Investment Property?

We are experienced at working with you to quantify your goals for real estate investing, and can offer guidance on every issue including income needs and tax benefits, as well as your willingness and ability to manage the property. We use this careful analysis to identify properties that align with your personal criteria.Prior to purchasing any property, we suggest you meet with your tax adviser, and we also help you define a smart long-term exit strategy based on your desired investment horizon.

Commercial, Development or Residential Investments? YES!

We have extensive experience helping our clients buy and sell residential income properties, from single family homes to duplexes and four-plexes, through multi-unit apartment complexes. We’ve negotiated purchases, leases and sales of offices, warehouses, industrial and retail buildings.

What Tax Benefits or Estate Planning Strategies are available?

Depending on your individual circumstances, you may qualify for numerous tax advantages, including depreciation, personal residence tax exemptions, tax deferred exchanges (called 1031 exchanges or Starker exchanges), and certain write-offs. We can help you reposition your assets to better suit a change in your financial circumstances, or even to create new estate plans for your heirs, without any immediate tax liability.

What is a “Cap Rate”?

A property’s capitalization rate is a calculation of the relationship between the property’s price and the rate of return it generates, given its income less certain expenses. Cap rates vary widely across various property types, geographic locations, and under different interest rate and business environments. We’d be happy to share with you the kind of cap rates available in today’s markets.