1031 Exchange Property Listings

"I wanted to send a personal thank you for taking so much time helping my clients Roger close the 1031 deals. I wanted to provide you with the feedback that they were extremely pleased with your high level of service, and they truly appreciated all the patience you showed with them.

I look forward to continuing to work with you on behalf of them and other clients in the future."

Investor in San Diego, CA

Thank you for all the help in this endeavor.
- Investor in Ludlow, Massachusetts

"Things are rolling along exactly as expected.  Thank you for your help."

Investor in Vancouver, Washington

Thank you Christina. We really appreciate your exceptional work on our behalf.
- Investor in Escondido, California

“Christina, I wanted to tell you how much I appreciated all you did helping me with my 1031 exchange investments and just general good counsel. You were there when I really needed your help and the DST investments you put me in have performed at or better than I expected. Your advice was definitely in my best interests and very cordially given. I could not have had a better adviser in these transactions. You went way out of your way to facilitate these transactions including traveling to Coronado over the 4th of July to explain these investments and other nuances of 1031 investing. Thank you very much for all you did. If you ever need a recommendation from me, please feel free to ask. You are the best! Thank you very much and have a very Merry Christmas and a prosperous New Year.
My very best to you and yours,”

Investor in Alamo, California

As always, thank you SO MUCH for your sage advice; we have spoken often of how delighted we are to have you as our trusted advisor!
- Investor in Reno, Nevada

Thank you soooo much. You are wonderful!! It is very reassuring to know you are helping. Glad you are our agent of record now.
- Investor in Salt Lake City, Utah

Just a note to thank you for your e-mail answers and efficient team. I want you know how much I appreciate the gathering of documents and help with all concerned has meant to me. You always seem to be able to dot your I’s and cross your T’s. I still have more questions but nothing urgent! If you ever need an advocate for your business, I would be happy to be that person to recommend your business for you!
- Investor in Las Vegas, Nevada

“That you for your help with our recent investments. Your thoroughness in educating us and answering our questions has given us a high level of comfort and confidence in you as our advisors. To you and your family – Happy New Year.”

Investor in Arizona

“I gave your name and number to a prospective client. We have the same accountant and he’s just closed escrow. I told him you would be a great person to work with and highly recommended you.”

Investor in North Carolina

"Thank you so much for helping us with this transaction. I really felt like we were in good hands! You provide a valuable service as I’m sure you know, but we also really appreciate your advice and counsel re. all the complicated moving parts and the especially the team that you have assembled to help your clients navigate long-term planning. I have referred you to several friends already but if you ever have a client on the fence who wants a recommendation please don’t be afraid to ask! All the best to you and we will keep in touch on the progress of the next sale!”

Investors in Lincoln City, Oregon

"Thank you for making it to our meeting. That means a lot to me. You are a terrific resource for financial advisors so I look forward to spreading the word."

Investor in Santa Monica, California