November 5, 2013 Chris Caballero

An idea is born

I recall back in my early days in real estate when sellers would say, “I love your marketing plan, the price and everything else, but I don’t know what to do with the money and I don’t want to buy another property.” The challenge of wanting to sell but not knowing what to do with the proceeds is as valid today as it was 20 years ago when I first got licensed.

The idea to open a brokerage firm that offers unique ideas and solutions, came as the result of twenty years of representing landlords/investors and understanding the unique dynamics of each. The vision was to integrate the brokerage unit with a wealth management platform to provide truly unique alternatives to real estate investments. Sure, there would be challenges in orchestrating this mammoth undertaking, but the value our clients stand to receive is head-n-shoulder superior above the rest.

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Chris Caballero

The Founder was born and raised in Southern California. Loves technology, real estate and finance.

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