BRE Provides Solutions for Real Estate Investors and Owners 

You began investing in Real Estate to benefit from steady cash flow, above market capital appreciation and harness the tremendous tax benefits.  Let me help you achieve those goals by working as your trusted advisor.  If you are ready to see options to own real estate without management, let me show you how you can achieve those same goals with low fees and with limited risk.

Have you considered an investment property sale?

A 1031 exchange is a powerful tool which allows investors to defer capital gains taxes by reinvesting the proceeds from sale into a larger real estate investment.  Many of my clients find a 1031 exchange can increase their after-tax cash flow with no management responsibilities by co-investing with BRE. We can help with:

  • the strategy for your sale to ensure tax efficiency

  • sourcing the subsequent property acquisition

  • co-investing and managing the new investment

Need help finding Passive Investments?

BRE has experience in sourcing investment opportunities  in cities both inside and outside of California.   When you invest, you need help getting connected with a specialist.  I have pre-vetted sponsors who are trustworthy, and co-invest alongside your money. Asset types include:

  • Multifamily

  • Industrial

  • Hospitality

  • Retail

  • Property Development 
  • Providing Securitized Debt on Real Estate Development

Firms with an Immediate Need 

Are you growing faster than you can hire and need "rocket fuel" right away? Firms who are capacity constrained shouldn't allow opportunities to pass them by.   I offer plug-and-play assistance so you can keep ascending without fear operations will fall apart:

  • Sourcing opportunities off market 
  • Underwriting & modeling
  • Transaction execution
  • Regional level Asset and Property Management
  • New processes implementation
  • Capital Projects Execution

Strategic Planning

Do you need guidance from an experienced business operator to bridge your company from where you are to where you want to go?  Intentional growth requires a plan, because "a goal without a plan is a wish" -Antoine de Saint-Exupéry.  I can help with:

  • strategic clarity around goal setting 
  • problem solving for your immediate pain points
  • accountability systems for tasks
  • systems to hold employees accountable 

Perspective for Business Managers

As an entrepreneur on your journey, you can benefit from perspective.  For 8 years I have perfected the EOS (Entrepreneur Operating System) which will optimize any business:

  • Talent assessment to get the "right people in the right seats"
  • KPI development to "measure what matters"
  • Organizational structure with an Accountability Chart
  • Utilizing a "Vision Statement" for team alignment
  • Process assessment and technology selection

Are you ready to Syndicate an investment?

Syndicating can add horsepower to your ability to scale your investment company. There are a number of things to consider when you begin to utilize outside investors.  Let me walk you through how to execute flawlessly.

  • Presenting your investment thesis in clear and concise Pitch Deck
  • Ownership Structure options including how to distribute profits with carried interest "waterfall"
  • Preparing a scalable investor relations platform with reporting and consistent communication
  • Coaching for Equity Fundraising