Strategic Planning


Real estate expenses- rent, property taxes, utilities, parking and other services together represent a major cost to any business. We first work with our clients to determine rent, how much space is needed, what type of building/space best fits their needs and the desired site location.  A project budget is then developed for all one time costs (i.e. move, IT and furniture). Rent and all building operating costs are uniformly summarized as occupancy costs. Clients will learn the differences between “Triple Net”, "Modified Gross", or "Landlord Full Service Gross" leases.  

New Lease or Lease Renewals


Whether you are looking to lease your first office, move and expand your office or warehouse, or want to renew your current lease, you need the help of an experienced and unbiased broker. Our research provides clients with multiple space options for you to consider. As your broker we create leverage with your landlord in negotiating a new or lease renewal. Clients get current market data, lease comps and other important data to make the best informed decision. Landlords have this intel and so should you!  We use a detailed lease proposal (RFP) process that creates competition for your lease among landlords vying for your business. Once a letter of intent is agreed upon we then work hand-in-hand with tenant's legal counsel on negotiating the lease and construction details.

Property Purchase


We represent business owners and investors in buying office, flex, and industrial properties and land throughout Southern California and beyond. Many of our clients find value in investing in owner-occupied real estate rather than paying rent. We complete in-depth market surveys and uncover off market opportunities. We draft offers and, with counsel, negotiate the complexities of the purchase and sale agreement. Then our work continues with managing the purchase while in escrow; including buyer due diligence, property inspection, appraisal, environmental study, zoning and use permits, and assisting buyer's lender when needed. We guide many first time buyers through the Small Business Administration (SBA) financing  process that offers qualified buyers a low down payment (10%) and other competitive terms.