Michael C.

Jim has worked with me on my first 1031 Tax Deferred Exchange helping me identify three replacement property investments. I am not a real estate person so I rely on Jim for all the ongoing asset management and he advices me what to do. He has shown me other Direct Investments which I have invested in as well. I could not be happier about my investment decisions.


I have referred many of my clients, large and small, to Jim for his personal handling of their 1031 Exchange needs. He has handled them flawlessly and continues to provide ongoing asset management services for them, freeing them up to enjoy their time or focus on other business needs.

Warmly, Sue and Mace P.

As always, thanks for all you do to keep all of us informed;  we hope the 1031 Warehouses can stay healthy. We thank you and "lady luck" that we sold our Santa Maria property when we did!

Jim & Sydney K.

I will continue to think of you when someone asks for a good place to put their investment. You have done well by me and I continue to be a happy client. Thank you for being people I can trust and feel comfortable guiding me in my future.

Marty & Ellie R

I cannot imagine where we would be financially had we not found you. Thank you for your professionalism, honesty and integrity. We will continue to refer you to troubled TICs because we feel that you have a strong work ethic and follow through with what you say you're going to do. We have also found you easy to work with and extremely accessible. Thank you for persevering when others might have walked away and for all the "hand holding" that you have given us. We sleep a little better at night since you introduced us to better asset and property management teams working for us. Thanks again Jim, we are big fans of yours.

Disclosure Statement: Testimonials appearing herein may not be representative of the experience of other clients and are no guarantee of any future performance or success. No client was paid for their testimonial.