We believe in maximizing your legacy.
We are caring professionals in land and property stewardship whose mission is to empower individuals and organizations to exponentially grow their underutilized resources to create a sustainable foundation for the legacy they want to leave.
schedule an appointment
Set up a time to share your vision and mission so that we can start with the big picture. This will lead to refinement and focus on the potential untapped resources available and so we can help you achieve the legacy you envision for your organization.
receive a property assessment
Receive no cost assessment of your current real estate holdings so we can work with you to develop potential alternative land use or lease and purchasing strategies that could enhance property values and benefit organizational goals.
Worried that the bottom is going to fall out of the real estate market?
Learn about tax-deferred alternatives to traditional property ownership.
How we serve.
Discover Your Untapped
Resources
First we will work with you to unpack your organization’s goals and conduct a thorough assessment of your real property holdings or needs.
Maximize unrealized
Potential
This assessment will culminate in a report suggesting actionable solutions to move you toward your stated objectives.
Reap the Reward
for your Legacy
We will develop a clear roadmap illustrating the steps that will help pave the way to sustained legacy building through maximize optimization of real estate services.
The Man Behind Cerro Vista
Alan Cerro is a man of faith and action. He strongly believes in focusing on and supporting people and organizations whose mission is to strengthen the fabric of their local communities. Alan enjoys the fact that he spends the majority of his time serving and working with these like-minded partners. From developing unique housing for individuals on the autism spectrum to consulting for school districts in the sale or redevelopment of their surplus property; Alan helps to create strategic real estate based solutions for those whose business is enhancing the lives of others.
Case Studies
See how we have helped organizations make the most of their property and resources.
Shepherd’s Gate
Sunflower Hill
Livermore School District
Case studies are for informational purposes only to provide examples of the type of clients Cerro Vista has assisted. Case studies may not be representatives of the experience of other customers, and is not a guarantee of future performance or success.
“Alan’s knowledge of the real estate industry, access to diverse and extensive community contacts and ability to bring together unique partnerships were just a few of the reasons he was able to successfully secure several land options for us. In addition, his personal interaction and advocacy was vital in ensuring both city and community approvals of our projects.”
The testimonial may not be representative of the experience of others. Past performance does not guarantee or indicate the likelihood of future results. This individual was not compensated for their testimonial.
Contact Us
If you are ready to help you discuss how we can position your highly appreciated
real estate investment to maximize your legacy and ROI, fill out this form and we will get back to you quickly.
Please complete the form below
Check the background of your financial professional on FINRA's BrokerCheck.
This is for informational purposes only, does not constitute as individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance. Because investor situations and objectives vary this hypothetical scenario is not intended to indicate suitability for any individual investor.
Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.
There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal.
Securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Cerro Vista is affiliated with Sunflower Hill and Shepherd's Gate, all of whom are independent of CIS.
To access Concorde’s Form Customer Relationship Summary (CRS), please click here.