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

Case Studies, Ownership Strategies

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

Case Studies, Ownership Strategies

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.

Take Advantage of California Solar Incentives for Commercial Buildings

Case Studies, Ownership Strategies

Updating a property with solar energy isn’t just about meeting corporate sustainability goals or long-term operational planning goals — it can also reduce operational costs, increase property value, and improve power reliability. With California offering various state-based incentives, property owners can take advantage of cost-saving programs to make solar installations more financially viable.

How Trustee Services Can Protect Your Assets and Support Your Legacy

Ownership Strategies

Estate planning isn’t just about passing down assets, it’s about ensuring those assets are managed responsibly and in alignment with your long-term wishes. Bringing on a third-party trustee can offer property owners a practical and secure way to protect their income-producing assets, avoid family conflict, and ensure future generations benefit from the work they’ve built.