IDEAL PRIVATE CLIENT
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Retain control, give up responsibilities.
Passive, Hands-Off Investing
You earned your success, now it is time to enjoy it. Let IDEAL handle the day-to-day management of your real estate so you can spend time doing what you desire.
You Retain Control
Any major decisions are yours to make. We will report on our performance to budget. We will recommend changes to capital expenditures, business plan changes, and refinance or sale opportunities. Our Investor Relations team is accessible seven days a week and can be reached directly by phone.
Institutional, At-Scale Management
With IDEAL Private Client, you receive the same high-end, quality asset management and reporting that we give to our publicly traded institutional partners.
Complex Estate & Tax Planning, Simplified
From drop and swap partnership splits to minority interest estate planning tools, we will work with your CPAs and attorneys to implement the same tax efficient, generational wealth planning tools that we use ourselves.
Diverse Market Expertise
We operate a vast multi-billion dollar portfolio across the Western United States, giving us expertise in a variety of urban, suburban, and tertiary markets in multiple dynamic regions.
100% of Net Cash Flow & Equity Growth
With IDEAL Private Client, your property works for you, not us. You keep 100% of all net cash flow and equity growth. We do not promote off your capital. Our fee structure is flat, fair, and transparent.
Track Record of Success
We have achieved an average full-cycle annual internal rate of return of more than 30%. We have never failed a 1031 exchange and are trusted by hundreds of investors nationwide for continued high-level performance
IDEAL Private Client Case Study
Retain control, give up responsibilities.
Jade, Entrada, Upper West, & Village at Gracy Farms
Exchanged 313 Units of Old Section 8 Housing Into 974 Units of Class A Properties
Before Exchange
- Cash flow: $4.8M
- Depreciation: $1M
- Asset Quality: C-
- Location: B
- Asset Value: $223M
- 313 Units
2021 DEPRECIATION
$1.1M
After Exchange
- Cash flow: $5.5M
- Depreciation: $17M
- Asset Quality: A
- Location: A
- Asset Value: $354M
- 974 Units
2022/2023 DEPRECIATION
$17M
IDEAL facilitated the sale of Kings Village Apartments in Pasadena, California, a 1971 constructed affordable housing apartment with millions in deferred maintenance. The client wanted to diversify their holdings, increase cash flow, increase depreciation, and increase their units owned. Through its extensive brokerage relationships and direct relationships with owners, IDEAL was able to successfully 1031 exchange Kings Villages into four assets (974 units) across California, Nevada, Utah, and Texas, increasing cash flow by $700,000 and deprecation tax savings by more than $16M. IDEAL currently manages Jade, Entrada, Upper West, and Village at Gracy Farms for the client, providing monthly cash flow and quarterly updates.
Contact Us
Mailing Address
3128 Willow Ave., Suite 101 Clovis, CA 93612