Investing In The OC

Building Wealth One

Door At a Time

Office with a View

Full Consultation

Personalized Service

We are a luxury brand that works with buyers and sellers at every price point.  We deliver the same level of quality service to all our clients and no job is too small or too big.  We help First-Time Buyers and Seasoned Investor create a personalized investment strategy that allows them to reach their financial goals.  We have advanced tools for calculating short and long-term Cash-Flow and Property Appreciation values along with determining maintenance and management costs.  We work with Foreign and Local investors and partner with you to define your strategy and objectives, target the right properties, and negotiate the best deals.

Property Evaluation

Exceeding Expectations

We are passionate about real estate and pay close attention to the details.  One of our unique services is our comprehensive Financial Analysis of target markets and properties, Re-Leveraging evaluation and a detailed Cap Rate Calculation that makes it easy to compare and evaluate properties and determine your NOI (Net Operating Income).  Whether you're selling or buying, our financial modeling enables us to make informed decisions and negotiate the most advantageous deals so that even if you are new to investing, you can count on us to guide you through every step of the process and assure that you get the best deal.

Data on a Touch Pad
Analytics

Transaction Strategies​​

Tailored To Your Goals

Real estate decisions can be challenging and complicated, which is why it’s crucial to take an informed and highly responsive approach.  With specialized knowledge in standard and reverse 1031 Tax-Deferred Exchanges, Installment Sales, Charitable Remainder Trusts (CRT’s), and Delaware Statutory Trusts (DST’s), we save our clients money, offer tax-saving solutions, and ensure that you maximize your investment.

Multi-Unit Housing

DuplexesTriplexes, Apartment Buildings & ADU's

Investing in a Multi-Unit complex allows an investor the opportunity to build wealth through Leverage, Asset Appreciation and Passive Income.  There are also significant Tax Benefits that come with any investment property.  With many layers of information and factors to consider when purchasing a multifamily building, we have a system in place for finding you the property that fits your lifestyle and investment goals. 

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Modern Kitchen

Single Family Rentals

Condos, Townhomes and Single Family Homes

Some investors choose to invest in a Condos, Townhomes, or Single Family Homes for a variety of reasons.  Some common ones being because  it's a home they intend to let their kids  live in one day, or when the kids go away to college, rather than renting student-housing, the parent's choose to buy the student a place to live in so that they benefit from appreciation and building equity.  Another great reason to invest in a condo is that it requires a lower down payment, therefor, it makes it easier to get started in investment real estate. 

Vacation Home

Second House &VRBO's

Orange County is the perfect place to purchase a second house or vacation rental.  The Golden Riviera is one of the most beautiful places in the world where you can find that perfect getaway home.  We can help you find your heaven on earth, and we can also assure that it is a good investment.  You can turn it into a Vacation Rental when you're not using it, and we have relationships with Orange Counties top vacation rental property managers who will assure that your home is being taken care of and you are receiving Maximum Income.  They will even provide VIP services for you so that when you arrive and walk in the door you will find your favorite bottle of wine with a  bouquet of flowers sitting on the table, the refrigerator full of your favorite foods, the fireplace is lit and the jacuzzi is hot. 

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Buying a House

Leasing & Property Management

Finding a Qualified Tenant

When you purchase an income producing investment property, we can procure a qualified tenant for your property.  We have a thorough interview and vetting process and we conduct a full credit and background check, ensuring that your valuable property asset is being cared for. If you've never managed a property before, we have all the Resources and Tools to help you get started or if you would like to hire a Property Manager, we have relationships with Orange County's top property managers for both long-term rentals and short-term vacation rentals.  We will assure that your property is running smoothly and earning you the income that you desire so that you don't have to do a thing!

Contact us today to schedule your confidential investment strategy session and learn more about our premier services.  

Investing In The OC

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714.330.9999

DRE# 02114448

1200 Newport Center Dr. Suite 100 Newport Beach, CA 92660