Your Financial Planner For Real Estate
Many property owners find it difficult to decide when they should exchange, refinance, purchase, or sell a property. We provide the data and analytics you need to make confident decisions that will help maximize your properties value, equity, and cash-flow year after year.
Your Financial Planner For
Real Estate
Many property owners find it difficult to decide when they should exchange, refinance, purchase, or sell a property.
We provide the data and analytics you need to make confident decisions that will help maximize your properties value, equity, and cash-flow year after year.
Increase Income
Gain valuable insight into your properties performance and how taking proactive steps can significantly increase income.
Defer Taxes
Retire sooner and grow your portfolio faster by deferring the capital gains tax otherwise due when you sell a property.
Plan For Retirement
Being proactive and planning ahead is perhaps the single most important step you can take to ensure financial success.
Diversify
Diversification is one of the most important components of risk management and helps protect your investments.
SIFF Is A Real Estate Investment Advisory and Consulting Firm
Think of us as your financial planner for Real Estate. Our greatest value is to act as an independent third party advisor, NOT the Broker or Realtor. We coordinate and oversee transactions to ensure you receive the best service, pricing, and investment options.
We work with a diverse clientele, ranging from owners of multiple single-family homes to large apartment buildings and commercial properties. We understand each situation is unique, and provide property owners with the comprehensive analysis necessary to make informed decisions about the course of their investments.
Services
We can help you understand how your properties are performing, what your true return on investment (ROI) is, and whether you are on track to achieving your income and investment goals.
What makes SIFF unique is that we are able to coordinate and oversee the entire acquisition or sales process to ensure you receive the best service and pricing when purchasing or selling a property.
A 1031 exchange can provide tremendous leverage and increased income all while having no tax burden when you exchange your property. This is a great way to build your portfolio while speeding up growth.
Case Studies
Menlo Park, CA
1031 Exchange | Case Study | Menlo Park, CA Investor Profile: The Inheritor A single mom in her mid 50's with a 16-year-old daughter inherited her childhood home in Menlo Park. The [...]
San Francisco, CA
1031 Exchange | Case Study | San Francisco Investor Profile: The Retiree A couple in their early 70’s purchased a mixed-use building back in 1979 for $400,000. The couple lived in the [...]
Ross, CA
1031 Exchange | Case Study | Ross, CA Investor Profile: The Caregiver The client is in his mid 70's and owned a single-family home in Ross, CA. Over the past few years, [...]