From Residential to Industrial: How a Multi-Stage 1031 Exchange Strengthened a Client’s Portfolio

For more than 30 years, a residential investor had entrusted GM Properties with the management of their Southern California portfolio. In late 2021, the client approached the firm for assistance with repositioning their holdings for greater stability and cash flow. This led to a multi-phase strategy that ultimately resulted in a full transition into industrial assets through two well-executed 1031 exchanges.

The Hidden Risk of Using an IRA to Buy Real Estate: A $5.3M Case Study

When a longtime property management client approached GM Properties about purchasing a multi-tenant industrial property, using a self-directed IRA, the firm’s seasoned team stepped in to guide the investment from acquisition to exit. The client, a knowledgeable investor seeking to diversify away from stock market volatility, used a $1 million balance in his IRA to acquire a commercial property entirely in cash, complying with IRS rules through a third-party custodian.