Case studies hero
Case studies

How we work, in two recent transactions

One value add play, one 1031 exchange. Both 2026 closings.

Carson duplex: two doors with 5% down for a first-time family
duplex · first-time investor

Carson duplex: two doors with 5% down for a first-time family

A 1960 duplex bought with $34,750 down, both sides renting at market, and a garage that can become more units

Santa Ana triplex: rolling condo equity into a first multifamily hold
triplex · first-time investor

Santa Ana triplex: rolling condo equity into a first multifamily hold

A 1986-rebuild triplex bought as a first multifamily acquisition, with a value-add thesis and a two-year exit plan

From two houses to 28 units: a coordinated Santa Ana 1031 exchange
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

Buena Park triplex: a first-time investor's long-term hold
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

Santa Ana six-unit: completing a 1031 move-up from four units to six
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

Fullerton quadplex to a Santa Ana six-unit: a 1031 move-up
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

Fullerton quadplex: a turnkey four-unit for a growing portfolio
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

Orange County 1031: traded a tired duplex for a stabilized quadplex
quadplex · 1031 exchange

Orange County 1031: traded a tired duplex for a stabilized quadplex

A four unit upgrade using deferred capital gains

Costa Mesa triplex: cashflow lift through rent reset and ADU plan
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%