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Let us know about your present real estate requirements and/or obstacles, and we would be delighted to assist you.

Real Estate Solutions For

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& Capital

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& Leasing

Wealth Transfer
& Succession Planning

Life
Transitions

Retirement &
Equity Management

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Opportunities

Our Unique Services

REPURPOSING PROPERTIES

Are your rents lower than they have been historically and vacancy higher?

PRIVATE LENDING

When banks won’t finance your property due to debt coverage ratio or other factors

GROUND-UP DEVELOPMENT

Building a house or looking at a commercial development, we have local expertise to help

WINERIES & VINEYARD ESTATES

Interested in producing wine or just becoming a gentleman farmer?

ENERGY EFFICIENCY SOLUTIONS

Turn your energy into equity! Audits, retrofits, solar & storage projects and financing are all areas we can help with

EQUITY MANAGEMENT

Borrow Smart, strategies to utilize one of your largest assets to help meet your financial goals

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Our Trusted Advisors

Steve Loomis

Kevin Foster

Henry Huang

Mike Hamann

John LeCave

David J. Carciere

Costas Schuler

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