I highly recommend Jeff Gould and Brian Hennessey for their thoughtful guidance and strategic advisory work related to our family client’s commercial real estate holdings and long-term planning objectives.

Throughout our engagement, Jeff and Brian provided valuable insight around strategic real estate decision-making, implementation, multi-generational ownership considerations, and portfolio transition strategy. Their role extended beyond the transactions themselves and included helping guide broader family and ownership objectives related to the sale of a multifamily property in Valley Village, an industrial property in Silver Lake, and the acquisition of a replacement property in Denver, Colorado as part of a long-term 1031 exchange strategy. 

Jeff and Brian consistently demonstrated professionalism, sound judgment, strong communication, and the ability to navigate complex situations in a practical and solutions-oriented manner. Their steady guidance and strategic perspective were highly valuable throughout the process.

I would strongly recommend Jeff Gould and Brian Hennessey to any family, investor, trustee, attorney, or property owner seeking experienced real estate advisors with a long-term, relationship-driven approach.

Jeff was instrumental and essential in guiding my family through a complex estate transition involving multiple real estate assets. I can safety say that without him, we would have felt quite lost, the process would have taken far longer, and we would have not realized the full value of the assets. Jeff's guidance and leadership made the process smoother, enhanced the overall portfolio value, and made our family feel protected and informed. I'd highly recommend working with him, especially when an estate process involves a real estate portfolio and multiple interested parties.

To say Jeff was invaluable is an understatement! This was one of the toughest situations our family has gone through and you were there to guide us along the way with our Uncle’s estate. Both Jeff’s compassion for the situation and knowledge of the commercial real estate industry was something unmatched. We had a true expert working on our side! I’m proud to call Jeff a friend and not sure we would’ve been able to navigate this process as effectively or efficiently without him. Thank you beyond words!

Jeff Gould was introduced to me and highly recommended by my real estate attorney 4 years ago as someone who could advise and assist me on a large commercial real estate transaction.  I found Jeff to be very knowledgeable about the real estate market, extremely resourceful and a creative thinker when it comes to structuring real estate transactions.

Jeff has been a pleasure to work with.  He is professional, very responsive, a good listener, detail-oriented and an excellent negotiator who has always been looking out for my family's best interest.  He has become a trusted advisor, and to this day he continues to manage my real estate portfolio.  I highly recommend Jeff.

As our fifth-generation family business, Harrell Holdings, transitioned away from our legacy core operations, we engaged Jeff Gould as a commercial real estate expert and consultant to help stabilize and maximize our real estate portfolio.

He has been an invaluable resource in analyzing our holdings and navigating heritage properties along with family dynamics. Jeff respects each individual’s viewpoint and tolerance for risk while keeping us on a path toward success. His unparalleled knowledge of commercial real estate has been essential in educating us as we focus on this new arena.

We highly recommend Jeff to anyone seeking assistance with their real estate portfolio. Even for those who believe their operations are already optimized, we are confident Jeff could streamline operations and offer innovative ideas and cost savings that would benefit your business.

“I recommend Jeff Gould, principal and founder of Lineage Asset Advisors, without reservation for his exceptional expertise and professionalism in advising on real estate acquisitions to complete a 1031 exchange.

Throughout the 1031 exchange process, Jeff was the consummate professional—clear, responsive, and strategic in his communication, advice, and follow-through. Jeff developed customized systems to analyze the details of the exchange and our weekly telephone conferences with our real estate brokerage firm, Colliers International. Jeff ensured each step of the exchange process aligned with our investment objectives.

Jeff took the initiative to coordinate seamlessly with all parties involved, including escrow officers, brokers, and legal counsel. His attention to detail extended to reviewing the Phase 1, title reports, and surveys. Jeff was the point person for analyzing possible investments that satisfied our purchase criteria. In addition to his analysis, Jeff presented real estate opportunities that were “off the market”. Jeff personally visited a replacement property located in Georgia to ensure the geographics and demographics satisfied our criteria and expectations.

Jeff’s depth of knowledge, integrity, and commitment to client success sets him apart from other professionals. Jeff’s ability to manage complex facts with clarity and precision made what could have been a stressful process both efficient and rewarding.

I am pleased to highly recommend Jeff to anyone seeking expert guidance in completing a 1031 exchange or other strategic real estate transactions.”

“I am pleased to recommend Jeff Gould, principal and founder of Lineage Asset Advisors, without reservation for his exceptional expertise and dedication in the realm of commercial real estate, particularly in intergenerational planning, succession strategy, and strategic synergies across client portfolios.

Throughout our professional relationship, Jeff has consistently demonstrated an unparalleled understanding of the complexities involved in commercial real estate transactions and strategic planning. His keen insights and foresight enable him to navigate the intricate landscape of intergenerational planning with tact and finesse, ensuring seamless transitions and managing client expectations.

What sets Jeff apart is his resourcefulness in problem solving and keeping the working group focused on the end goals while managing workflow. He goes above and beyond to develop tailored strategies that not only meet but exceed client goals. His ability to forge strong relationships and foster synergies among stakeholders is commendable, fostering a collaborative environment where objectives are achieved with precision and efficiency.

Beyond his technical proficiency, Jeff’s integrity and professionalism shine through in every interaction. His clients consistently praise his dedication, reliability, and ability to deliver results that align perfectly with their long-term visions.

Jeff is an invaluable asset to anyone seeking expert guidance in commercial real estate. His proven track record and extensive network make him a trusted advisor and a true leader in his field.”

"I was involved in a family dispute where I was appointed chairman of the board over a 110-person company and managing member of the LLC that owned the underlying real estate. The objective was to sell the business and real estate. There was a lot of work to be done in the case and I needed to build a mini team around me. I have known Jeff for many years and always wanted to work with him, but never had a case where I could utilize his vast skills until now. Jeff has a great vision in real estate and was able to add value on a weekly basis. In this case, we were dealing with 80,000 sq. ft of industrial real estate that had contamination issues that needed to be resolved along with trying to sell in an environment where interest rates were rising. At every turn, Jeff was able to communicate thoroughly and effectively and provide me with real estate support which was helpful given the many tasks that I had to deal with globally. I would certainly work with Jeff again in the future and in fact, I am looking forward to it."

"Jeff has been directly involved in the advisory of our legacy property in Santa Monica since 2018 and assisted us in transitioning from this property into a viable 1031 exchange property. His understanding of exactly what we were trying to do, and why, was extremely advantageous to us. He explained to us in the beginning that this was a process and as it unfolded it would have various twists. His collaboration with us along with other concerned parties has given us the ability to find the best ways forward with this transition.  Jeff’s vast background and understanding of all the facets of commercial and land properties were invaluable to all the parties involved.

When a situation came up where a decision needed to be made by us, it was  the knowledge and experience that Jeff had that gave us the ability to make a good sound decision. He never pressured us into making a decision but did give us all the information we needed to come to our own conclusions and final decisions. Jeff continuously stayed in touch throughout the entire time from 2018 through 2022.  We had many questions and he was able to sort through them with accurate information.  On those few occasions that a question was posed and it was not in his expertise, such as a legal question. Jeff would refer us to our legal counsel or broker. Jeff has made the process for us less stressful, and much more informative than we had expected. We were very involved in all matters of the process and that was always welcomed by Jeff and all the individuals in the process. That alleviated a great deal of burden and stress on us both.



Jeff’s communication skills with people are informative, directional, and understanding of what might lead them to have possible different views. In that respect, the decision might be something that would be more beneficial in their future. Jeff is fully committed to the process that would benefit his clients. The ease of his approach to each situation is thoughtful, informative, and individualized. Jeffrey Gould & Lineage Asset Advisors, Inc. would be in our opinion, a highly recommended company to engage for advisory services involving commercial real estate."

"Jeff Gould of Lineage Asset Advisors helped facilitate a complex multi-party advisory assignment with a commercial land property that we owned as a tenant in common interest in Santa Monica.  Throughout the process, Jeff kept his clients well informed as to the best strategies to maximize value with the subject property including implementing a lease restructure with the existing tenant to allow for flexibility on future redevelopment and to underwrite the best methods to maximize value for both owners.  Jeff put together an outstanding team of professionals that were able to identify and qualify an outstanding developer for the project, an Electric Vehicle charging company.  He handled the delays of the pandemic and other unforeseen circumstances professionally resulting in a minimum of disruption.

 

His expertise and communication were greatly appreciated by all parties during the assignment. I would not hesitate to use Jeff in the future."

"Jeff and I have worked on a couple of commercial real estate advisory assignments together, which were very successful. I wasn't sure about his qualifications in the multifamily markets and particularly, the student housing market. I asked Jeff to perform an analysis of the student housing portfolio I owned. He delved into all the details that were available to him and performed an in-depth financial and market analysis that gave me comfort to make informed decisions on the portfolio and proceed with Jeff as our advisor.

Jeff was incredibly detailed in his approach to helping us maximize value and gathered all the information that was necessary to create an efficient process for me as the owner and the prospective student housing operators/buyers. Jeff created an efficient and streamlined due diligence and negotiation process that resulted in competition among the top student housing operators at USC. His process allowed us to quickly identify, negotiate, and select the student housing operator that gave us the best offer and the highest surety of close. Once the negotiations were complete and we were ready to move forward with an operator, Jeff worked with my attorney to formulate a purchase and sales agreement that provided me comfort and protection.

Jeff was so instrumental in this assignment transaction that I feel without him I wouldn't have realized the best results. I would not hesitate to use Jeff as a trusted advisor in my future real estate assignments."