Truly Customized Investment Solutions

General Info

Collectively, the members of JRW represent decades of experience and backgrounds in real estate, taxation, investment and securities analysis and structure. We work together to connect you to investment real estate that is customized to meet your needs. We have overseen the acquisition of over $500 Million in real estate and private equity assets. In addition to providing clients with comprehensive real estate resources, we specialize in helping clients successfully navigate and complete their 1031 and 1033 exchanges to maximize the deferral of their taxes. We have the interactive tools, personalized advice, network of real estate providers, and experience you need to find the right real estate investments. We connect you with experienced tax, legal, and real estate professionals who will guide you through the investment process and, if applicable, your 1031, 1033, or 721 exchange. We also provide clients with access to an extensive selection of vetted off- and on-market properties and exclusive private equity offerings.

Extra Phones

Fax: 626-564-1024

TollFree: 877-579-1031

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

Categories

Investments, Financial Planning Consultants, Investment Advisory Service, Investment Securities

Services/Products

For Smaller 1031/1033 Investments ($25,000 to $3 Million): Investors with less capital to place for their exchange or who have capital left over to place from a larger acquisition are also able to complete a 1031 or 1033 exchange. For investors in these circumstances, we utilize Fractional Net Leased, Bank-Owned, and Multifamily 1031 investments (Delaware Statutory Trusts and Tenant-In-Common) to provide access to institutional quality and opportunistic real estate acquisitions that have been structured to allow for smaller investment minimums and that qualify for 1031 and 1033 tax deferred exchanges. For Larger 1031/1033 Investments ($1-25 Million): We primarily target Sole-Ownership Net Leased (aka "NNN”) and Sole-Ownership Bank-Owned (heavily discounted commercial real estate) for clients looking to place a larger amount of capital to work for their tax deferred exchange. As mentioned below, we can, of course, also accommodate the same types of acquisitions for non-1031 cash. For Smaller Cash Investments ($25,000 to $5 Million): In the same way we customize a portfolio for an investor targeting sole-ownership assets, we can build a portfolio or target specific investments for smaller investment amounts that target fractional and portfolio positions in the same types of assets. For example, we target secondary REIT acquisitions that allow clients to make relative small investments at a steep discount to the original share price to participate in cash flowing Real estate investment trusts that have portfolios of real estate ranging from $200 Million to $10 Billion in size. We can also target individual bank-owned assets that have been structured to allow smaller investment minimums ranging from $25,000 to $50,000 to be pooled together for the acquisition of a larger asset. For Larger Cash Investments ($5 Million to $50 Million): We can customize and build a portfolio to meet the specific goals of the investor. We specialize particularly in Net Leased and Bank-Owned properties and can tailor a portfolio to target one or the other or a combination of both. Our financed sole-ownership net leased acquisitions tend to provide stabilized income of approximately 9-14% if we acquire only investment-grade backed assets with lease terms averaging 10-15 years. Our bank-owned acquisitions tend to produce immediate unleveraged income of 5-10% with initial occupancies ranging from 30-60%. We target lease up of the assets over a 6-18 month period and produce unleveraged yields between 14% and 25% upon stabilization.

Neighborhood

Downtown Pasadena

Associations

REISA

AKA

JRW

Other Link

Company Website