Are you Tired of Owning Property?
As a real estate-investor, you know what motivated you to buy a property.
There is something real and tangible about investing in real estate. We understand the benefits of owning property locally that you can drive to and “kick the dirt.” But you also know there are downsides to active property management. The after-hours emergency call from the tenant whose plumbing is broken. The constant concern that, as properties age, you will be faced with large, ongoing deferred maintenance expenses. Just to name a few.
Watch How We Help
IMPORTANT: Watch this 12 minute video all the way through before contacting us!
We Help You Position Your Highly Appreciated Real Estate Investment to Maximize Your Legacy.
Using our access to alternative 1031 exchange options, we employ thoughtful legacy planning strategies that enable you to shed property management headaches, defer taxes, diversify your holdings and earn income potential.
A Message from Our CEO
ALAN CERRO – CEO & FOUNDER
My name is Alan Cerro. I am passionate about providing real estate investors access to a platform of institutionally managed properties that are only available to accredited investors. My long history as a successful real estate developer and broker makes me qualified to assess these investment opportunities and walk you through the process of acquiring these properties through the use of a Delaware Statutory Trust (DST) 1031 Exchange. I would love to help you transform your real estate investments into assets that really work for you.
OUR MISSION
As experienced professionals in land and property stewardship, our mission is to educate experienced professionals on how to transform their under-performing real estate investments to create a sustainable foundation for the legacy they want to leave.
Why Work with us?
Find out AT NO COST how your property is performing, compared to other "like-kind" properties and investment options.
Using our experience owning, developing, and managing investment-grade commercial income properties, we will conduct a COMPREHENSIVE INVESTMENT ANALYSIS of your property, providing you with information that will help you make an informed decision about the best action to take.
Whether you are curious about how you can transform your real estate investment, or if you're in the midst of an active 1031 exchange, we can help.
Ready to sell your highly appreciated investment property while deferring taxes?Ready to leave behind the daily grind of active management?
Ready to leave behind the daily grind of active management?
Ready to customize & optimize your investment real estate portfolio in a way that seeks to enhance your overall financial goals & purpose?
Ready to streamline your life?
We’re Ready Too. Let’s Get Started.
Schedule a 20-minute phone call with our team. We will help you decide on the course of action that’s appropriate for you.
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.