A consulting firm that happens to hold the licenses.
An impeccable reputation built over nearly four decades on an ownership mentality, not a broker’s, specializing in medical, retail, office, and complete real property asset management. Established in 1987, our firm provides sophisticated investors and public agencies an uncompromising, conflict-free consulting and transactional model.
A consulting approach, not a brokerage mentality.
The goal of the company is to provide high-quality services with a professional consulting approach, rather than a real estate agent brokerage mentality. That distinction is not marketing language. It determines who we hire, who we serve, and how we are paid.
Contrary to most real estate companies, our firm does not employ outside agents. Our clients are sophisticated investors, local businesses, and government agencies interested in complete real-property asset management. In the private sector they are principally physicians, community-centered professionals, and retailers such as automotive dealerships.
We employ people with skills in research, financial analysis, legal, and architecture as each engagement requires, rather than carrying a sales floor.
Realistic goals, supported by historical data.
We set goals a property can actually meet, and we set them against its own history rather than a projection. From there: acquisition and disposition, management, banking, insurance, and appreciation strategy.
Most of our clients are repeat customers, or were referred to us by attorneys, banks, and community leaders.
The Inland Empire.
- The San Jacinto Valley
- Temecula and Murrieta
- Menifee Valley, Sun City and Perris
- Riverside
- The Interstate 10 corridor, Ontario to Banning
- Founded
- July 1987
- Office
- One office, unmoved since 1987
- Outside agents
- None
- Principals
- Howard Rosenthal and Guy Excell