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5 Units | Pacific Heights

Well-maintained 5-unit apartment building located in Pacific Heights, one of the most prestigious neighborhoods in San Francisco.

Dr. Choi and his family had been contemplating exiting their San Francisco apartment investment for years before they effectuated on their 1031 exchange goals. Looking towards retirement, it was imperative that the next investment be hassle-free. Our team facilitated the 1031 exchange process seamlessly, and the results speak for themselves-Dr. Choi deferred his capital gains taxes, eliminated management responsibilities, increased his cash flow, and was able to pull out $1M+ in tax-free cash a year later. The replacement property was so compelling in fact that his adult son-a Harvard graduate-agreed to invest his own money in the deal as well.

5 Units | San Francisco


Client Needs Net Lease Solutions
Defer Capital Gains Tax 1031 Exchange
Eliminate Management Triple net (NNN) lease
Increase Cash Flow 13.12% Increase in NOI
Predictable & Reliable Income Stream Investment Grade credit guarantor on long-term lease
Diversification Traded a single asset for two (2) properties in different locations and across various industries
Tax Benefits
Park Money (Land Bank) A long-term lease offered the investor the ability to finance in the future and pull equity out without paying capital gains tax
Value-add Investment
Estate Planning


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