Client Services & Testimonials

 

Project:

  • Portfolio Valuation, Lease Analysis, and Partnership Valuations for 11 properties in Southern California owned by 8 individuals from 3 different families.  Properties consisted of Apartments, Single Family Residences, Industrial Buildings, Parking Lots, Retail Shops, Restaurants, Bars and undeveloped land.
  • Needs analysis for multiple beneficiaries of a family trust and unrelated partnerships.  The trust owned a non-controlling interest in each of the subject properties with one of 3 outside partnership groups.
  • Negotiated equitable distribution of properties within the family trust to beneficiaries.
  • Negotiated buyout from outside partner on sub-portfolio of properties distributed (above) to trust beneficiary.
  • 1031 Tax Deferred Exchange of partnership sale proceeds (above) into multiple Triple Net (NNN) leased properties providing over 400% increase in after tax cash flows with no management responsibilities.

We thank you once again for your hard work and concise counsel.  We are excited to embark on this next chapter of our lives, and we thank you for providing the information that will help us to reinvest in property, which is what we know my wife's father would have liked.  He came through the depression and used business as a means to buy property, and that property is what produced the opportunity for us to build a legacy for our children and their children.  God bless you and yours.

John and Rebecca Brown
Brown Family Trust

 

Project:

  • Financial and Lease Analysis for Carl’s Jr. Ground Lease and fee owned 4-plex in Los Angeles co-owned by beneficiaries of 2 unrelated family trusts.
  • Comparison of Investment Performance and related risks to each owner’s unique tax and financial goals.
  • Title Clean-up for all properties to ensure proper transfers and tax-deferred 1031 acceptance.
  • Directed Inspection and Renovation of 80 year old 4-Plex in Los Angeles to prepare for sale.
  • Sale of 4-Plex at 4.5% capitalization rate (record high price vs. income produced for this product and submarket)
  • 1031 Tax Deferred Exchange of sale proceeds into partial ownership of Triple Net (NNN) leased shopping center resulting in a 7.5% cash-on-cash return and an increase of nearly 300% in after-tax cash flows for the investors.

Thanks so much for your savvy and keeping this on point throughout the entire process.  It has been a pleasure doing business with you Kevin.

Bill and Pat Jones
Jones Family Trust

 

The projects and quotes above are from actual clients; names have been changed to protect privacy.