Some model profiles of our typical clients…

Trapped equity: A retired couple are still holding on to a property they bought in the 70's. It's a duplex currently generating $3,000 per month in income. With the appreciation of property in the San Francisco Bay Area, the property is now potentially worth 1.4 Million. However, they are not generating income on the unrealized equity. They want a solution that can generate $7,000 - $9,000 per month...

A property owner approaching retirement: A 66 year-old retired salesman, who began buying rental property in his early 30’s, now owns three properties valued at $4.3 million. He’s been struggling to find good, steady tenants. The plumbing needs to be updated in one of his buildings and another needs a new roof. The challenges of dealing with tenants and handling the maintenance issues is becoming too much of a burden. He wants out of active ownership and needs more income for retirement…

A family with sizeable real estate holdings: A family moved to San Francisco in the early 60’s. Since that time they’ve acquired an impressive portfolio of income properties, all in San Francisco. They think it’s the right time to sell since the market is hot and they are no longer enjoying any tax benefits. They are also concerned about keeping all their eggs in one basket. They know they should be looking for diversification outside of California and renewed tax benefits…

A property owner running out of time: An entrepreneur was fortunate to retire in his late 40’s. He and his wife are currently doing a 1031 exchange. They have identified a property that their daughter will be occupying with her fiancée, and everything seems fine as they move toward closing on day 30 of the 45 day identification period. They receive the building inspection report and discover a questionable foundation. Suddenly they are no longer comfortable closing on the property. Now they only have 15 days left to identify another property they can close on. They stand to lose over $300,000 in taxes…

Planning for the next generation: A CPA has a client that owns several nurseries valued at $20 million. It’s been a family business for generations. They no longer want to continue to work and the children are not interested in running the business. They’re looking to sell the business and the properties, but have not done any estate planning. They are also concerned about income heading into retirement…

Active real estate investors: A husband and wife live in Pleasanton, California. She is a local real estate agent. Over the past 6½ years, they have been able to acquire 2 duplexes and a triplex in the East Bay of Northern California. Thanks to her local insight, their timing was good. They have sold the triplex and one of duplexes. With $650,000 in equity, they wonder how they can stick to the proven strategy - sell high, buy low…

Parking the money: A retired CFO of a local Santa Clara software company is selling a single family home in the affluent suburb of Lafayette, California. He and his wife have ridden the Northern California real estate boom and now have $900,000 available for a 1031 exchange. His portfolio has primarily been stocks and bonds. He wants out of the local real estate market for a few years and then he can buy his dream house in Lake Tahoe. He wants an IRR north of 15%...

Please consult each property Memorandum for specific scenarios. No guarantees are made that projections will be met on cash flow or return. This does not constitute an offer to sell nor a solicitation of an offer to by any security. Such offers can be made only by the Private Placement Memorandum. Please be aware that this material cannot and does not replace the Memorandum and is qualified in its entirety by the Memorandum. This type of investment involves various degrees of risk, including the speculative market and financing risks associated with fluctuations in the real estate market. Please refer to the "Risk Factors" sections of each property's memorandum.