Case studies
How we work, in two recent transactions
One value add play, one 1031 exchange. Both 2026 closings.
11-50 units · 1031 exchange
From two houses to 28 units: a coordinated Santa Ana 1031 exchange
We sold a family's two side-by-side homes off-market and exchanged the proceeds into two 14-unit Santa Ana communities — all under the 1031 clock
triplex · first-time investor
Buena Park triplex: a first-time investor's long-term hold
A 1948 three-unit bought in 2019 — still owned, and the best performer in the client's portfolio
5-10 units · 1031 exchange
Santa Ana six-unit: completing a 1031 move-up from four units to six
The replacement property in the round trip — a turnkey 1979 six-unit acquired at a 6.2% cap
quadplex · 1031 exchange
Fullerton quadplex to a Santa Ana six-unit: a 1031 move-up
The full round trip — bought in 2021, sold in 2023, and 1031-exchanged into a larger building
quadplex · portfolio expansion
Fullerton quadplex: a turnkey four-unit for a growing portfolio
A renovated 1958 four-unit near Cal State Fullerton, acquired for a returning investor
quadplex · 1031 exchange
Orange County 1031: traded a tired duplex for a stabilized quadplex
A four unit upgrade using deferred capital gains
triplex · first-time investor
Costa Mesa triplex: cashflow lift through rent reset and ADU plan
A 1980s triplex turned cashflow positive in eight months
Cap 4.1% → 5.6%cashflow +37%