Investment Strategy & 1031 Exchange

Acquire, improve, refinance, exchange, hold. We advise investors across the full cycle with guidance grounded in a portfolio we own and operate ourselves. Our numbers are numbers we live with, not projections we hand off.

Core

✳︎

Core-Plus

✳︎

Value-Add

✳︎

Opportunistic

Core ✳︎ Core-Plus ✳︎ Value-Add ✳︎ Opportunistic

What we do

  • PORTFOLIO STRATEGY

    Hold, sell, refinance, and value-add analysis across your existing assets, with capital improvement plans priced by our construction team.

  • ACQUISITION UNDERWRITING

    Rental pro formas, yield-on-cost modeling, and financing strategy for both conventional and bank statement lending programs.

  • 1031 EXCHANGE ADVISORY

    Timeline management, identification strategy, and coordination with your qualified intermediary, CPA, and lender to preserve equity and defer gains.

  • VALUE CREATION

    We target replacement properties where our design-build capability manufactures the upside: ADU additions, unit conversions, and ground-up density.

Why it matters

45 + 180

DAYS TO IDENTIFY AND CLOSE A 1031 EXCHANGE

Work With Us

100%

OF GAINS DEFERRABLE WHEN STRUCTURED CORRECTLY

In-house

CONSTRUCTION PRICING ON EVERY VALUE-ADD PLAN

2025

New York

Grounded in ownership →

Advice is only as good as the risk behind it. We hold and manage our own Southern California rental portfolio, which means every recommendation has been tested with our own capital first.

When an exchange clock is running, that experience becomes speed: we know which assets trade below replacement cost, which submarkets carry entitlement upside, and which improvements actually move rent.

Planning a sale or an exchange

Start the conversation before you list. The best exchanges are designed months ahead of the clock.