MULTIFAMILY

No One Knows Multifamily Like We Do

With over 20 years’ experience selling 5- to 500-unit portfolios encompassing tens of thousands of units all over Southern California and beyond, we’ve seen and done it all.

From complex family dynamics to Housing Authority issues to getting rid of tenants and toilets, we can handle any obstacles. Clients often commend us as “proactive problem-solvers,” able to diffuse many potential issues before they arise.

As an avid investor in Multifamily himself, Warren provides real-world, big-picture advisory strategies that most brokers simply cannot. He can also help you strategize your estate planning—like making things simpler for your retirement or for your heirs. Plus, he can advise you on how best to expand, fine-tune or diversity your portfolio.

“Meticulous” is our middle name when it comes to transaction coordination. We make the process as smooth as possible, with clients frequently calling it “seamless” and “stress-free.”

Contact us for a free brochure on our Multifamily expertise.

TRIPLE NETS (NNN)

The Management-Free Investment Alternative

Transition to Triple Nets

If you’re looking to buy property that doesn’t require constant attention or if you’d like to transition to a simpler portfolio, single-tenant Triple Net (NNN) investments may be for you.

No Responsibilities, No Stress

In a Triple Net lease, the tenant is responsible for all the management, maintenance and expenses, freeing the owner from the usual headaches, costs and daily responsibilities of real estate ownership. As the owner of a Triple Net property, you do nothing except collect your monthly check!

The Benefits of Triple Nets

  • Stable, long-term source of income
  • No management, maintenance or expenses
  • Ownership control
  • High-grade corporate tenants
  • Valuable for retirement nest egg & estate planning

Why You Should Use a Triple Net Specialist

To effectively evaluate a potential Triple Net property, you need skilled consultants who can carefully consider a litany of important indicators—from tenant strength and fundamentals to lease terms, demographics, choosing the right location and so much more.

  • Berzack Advisors is one of the most seasoned teams to facilitate Triple Net leases.
  • We’ve successfully sold 200+ Triple Net properties.
  • We deliver only premium, well-researched, thoroughly vetted properties.

Contact us for a free informational brochure on how Triple Net investments can benefit your portfolio.

1031 EXCHANGES

We Handle the Process from A to Z

What is a 1031 Exchange?

A 1031 Exchange (which gets its name from IRS code Section 1031) allows you to avoid paying capital gains taxes when you sell your investment property and reinvest the sale’s proceeds into another like-kind property under certain conditions. In short, you keep your investment and simply change its form without having to cash out, all while deferring your capital gain. Better yet, there’s no limit to how often you can do a 1031.

The Benefits of 1031 Exchanges

  • Your investments continue to grow tax-deferred
  • Maximization of your wealth and equity
  • Diversification

Why You Need a 1031 Expert?

A 1031 Exchange is a complicated process with numerous moving parts that must be meticulously evaluated and managed (i.e. intricate IRS rules, timelines, tax implications, etc.).

  • Berzack Advisors is a recognized authority on 1031 Exchanges, with a 100% SUCCESS RATE for identifying and closing on clients’ exchange requirements.
  • We facilitate and coordinate the ENTIRE process from start to finish—something few brokers do. This includes taking considerable time with you to evaluate the full picture and transition you into the right exchange property for your situation.
  • When it comes to exchanging into Triple Nets, we’ve helped countless clients successfully transfer their assets from management-intensive apartments into management-free, higher cash flow Triple Net investments.

Contact us for a free “Case Studies” report on some of our many successful 1031 Exchanges.