1. Review of owners plans to convert a house to a duplex.
2. To build or not to build a 4-plex.
3. What to do with a million dollar ranch that won’t produce enough income to pay the property taxes.
4. Land owner; Does she sell, build, exchange?
5. What to do with out of state property?
6. Own duplex and other assets, should I acquire more.
7. Obtain easement to landlocked parcel.
8. Eliminating prohibitive item from a conditional use permit.
9. How can market be expanded for a church building that hadn’t sold.
10. Real estate investment education & orientation. ( PROFILING )
11. Aiding real estate and Business Opportunity buyers who have lost faith in the Brokers or Salespeople they are dealing with....
12. Economic planning for retirement.
13. Assisting with lot split or land division.
14. Assisting with obtaining financing.
15. Property analysis on income producing property.
16. Valuation (Economic or market analysis)
17. Counseling other real estate Agents on tax deferred exchanges and various transaction problems.
18. Review of possible real estate purchases...
19. Developing alternative for a failing business.
20. Portfolio analysis for investor with scattered properties.
21. Property performance analysis and recommendations for improving performance.
22. Expert Witness
23. Property tax assessment negotiations to justify reduced taxes.
24. Negotiating a Satisfaction of Judgment.
25. Negotiation for division of “tenant in common” ownership.
26. Negotiation of terms in a disputed note and deed of trust to stop a lawsuit.
27. Alternatives that might shelter profits from a real estate option.
28. Alternative entities to control capital contributed by passive investors.
29. Expansion of an industrial plant.
30. Conference lecturer or panelist.
31. Diversifying a free and clear real estate portfolio.
32. Inflation impact on paper assets.
33. Representing a city or county re; real estate
34. Teaching a real estate agent the profiling process.
35. Alternative for condemnation.
36. Financing alternatives for new professional office.
37. Negotiating a partial release from a deed of trust.
38. Counseling regarding a potential real estate career.
39. Review listing agreement to be signed with another real estate firm.
40. Yield calculations etc. for agent/principal on a proposed trust deed investment.
41. Impact of proposed new development (high density residential) on adjacent industrial property owned by my client.
42. Assisting client with the economic aspects of an option strategy.
43. Economics of long term lease/option on a “to be built” building.
44. Valuation of a note secured by deed of trust.
45. Developing a marketing strategy for owner where the property will be listed with another real estate firm that is close to the property.
46. Gift planning alternatives involving real estate.
47. Guidance for investment in notes secured by real estate.
48. Agent for undisclosed principal.
49. Reviews economics of a commercial lease.
50. Assisting heir to an estate with real estate decisions involving other heirs.
51. Alternatives for holder of a real estate note that is in default.
52. Wine maker; Should they try to raise capital to buy land for a vineyard?
53. Negotiate dissolution of a Jt. Venture on a real estate development project.
54. Helping restructure a note that was in default so the beneficiary could avoid a foreclosure.
55. Developing a financial strategy to accommodate multiple owners of a property and their lender. This was done prior to the client engaging an attorney to put the finishing touches on the final agreement between the parties.
56. Structuring a reverse exchange. Taxpayer had found a property they wanted to acquire via a 1031 exchange but did not have a buyer in sight for the property he wanted to exchange.
57. Organizing a gifting program (father to son) of a real estate interest. Tax counsel approved and all documents were reviewed by a competent attorney.
58. Representing an owner/seller of a business (including real estate) who did not wish to deal with the prospective buyer or his broker. One objective was to remove all contact and negotiations away from the business premises.
59. Organizing a marketing program for properties in other counties for the heirs (16) of an estate that only owned a one-half interest in these properties.
60. Helping a lady on the East coast structure appropriate terms for a note she planned to carry back on a property she was selling to her tenant.
61. Litigation consulting assistance on real estate practice and agency issues for a local attorney in preparation for his taking a deposition from a real estate broker in a case he was preparing.
62. Helping owner/developer design a marketing strategy for a small project that would reach out to prospective buyers from other parts of the state.
63. Review of business plan for a couple who would be offering specialized private money financial services to a particular segment of the real estate investor/developer community.
64. Negotiate with a financial institution on behalf of a property purchaser and rough draft an agreement for their attorney to finalize that would protect the buyer and assure the lenders future performance beyond close of escrow.
65. Note valuations (to assist other professionals)
66. Valuation of a remainder interest in real property.
67. Setting up the procedures for a client who wants to donate the development rights to their property to a non-profit organization.
68. Creative Finance Knowledge Can Solve Problems, Save Money and Make Transactions Happen.
69. Structuring a long term lease and option that increased the owners income and avoided significant capital gains taxes while allowing the Lessee to control the property and develop a cash flow from it.
70. Represented 19 heirs in the disposition of 3 properties located outside San Luis Obispo county.
71. Structuring reverse exchanges.
72. Assisting a client in setting up a Charitable Remainder Unitrust and funding it with real estate thereby increasing their income, generating substantial tax deductions and eliminating property management responsibilities. They achieved their charitable objectives using propertry rather than cash.
73. Represented client in the sale of a note and deed of trust.
74. Impact of “untidy neighbor” on future marketability of sellers property.

When legal & tax issues arose the client was advised to contact their attorney and tax advisor. If they did not have real estate oriented legal or tax counsel, we suggested they use ours. Our extensive real estate training and experience enabled us to narrow the focus for related professionals which gave our client the appropriate legal and tax input and saved them money.