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Advisory Services

Four disciplines. One underwriting standard.

01 — Brokerage

Investment Sales

We represent buyers and sellers of office, medical, retail, and industrial property across the Bay Area, from single-tenant acquisitions to multi-asset portfolios. Every listing is priced against comparable cap-rate data, not aspiration.

02 — Tax Strategy

1031 & Tax-Deferred Exchange

We source and structure like-kind replacement property within IRS identification windows, coordinating directly with your CPA and qualified intermediary to protect basis and defer gain.

03 — Specialty Practice

Medical & Professional Office

Clinical groups and professional practices have space requirements general brokers miss — imaging load, ADA clearance, payer mix. We advise exclusively within this asset class for a portion of our roster.

04 — Capital Advisory

Portfolio & Acquisition Financing

For companies expanding through property acquisition, we structure the capital stack — debt terms, equity participation, and timeline — alongside the real estate decision itself, not after it.


Engagement Process

How a mandate begins.

Step 1

Discovery Call

A partner reviews your position, timeline, and financial goals — no cost, no obligation.

Step 2

Underwriting

We model target returns and constraints before recommending a single property.

Step 3

Sourcing & Negotiation

Off-market and listed opportunities are brought to you pre-qualified against your criteria.

Step 4

Close & Beyond

We stay engaged through closing and remain available for portfolio-level strategy after.

Get Started

Tell us what you're trying to accomplish — we'll tell you if property is the answer.

Schedule a Consultation