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| Real Estate
Decisions involving the purchase, sale, exchange, refinancing and tax considerations of real estate are important issues for many clients. Real estate ownership can provide many advantages. Understanding the financial, tax and investment implications of real estate decisions is one of our strengths. We have advised and assisted clients on hundreds of transactions involving the purchase, sale or refinancing of their personal residences or investment real estate. In 1983 our founder, James O. Davis, structured the sealed-bid sale of the second largest "footprint" in San Francisco's financial district—a landmark building that is now the Ritz-Carlton Hotel. Over the years, we have developed relationships with the owners of many real estate and mortgage brokerage firms. These relationships frequently prove invaluable to clients who are contemplating real estate transactions or refinancing real estate they already own.
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Securities offered
through Centaurus Financial, Inc., a Registered Broker/Dealer, Member FINRA/SIPC |