Lineage Asset Advisors was founded to help multi-generational families solve the unique issues that arise when transitioning their real estate portfolios from one generation to the next. For over thirteen years, LAA has worked directly with families and their estate planning teams to develop roadmaps for successful commercial real estate generational transitions.


Principal | Founder

Contact Details

5959 Topanga Canyon Blvd, Suite 220 | Woodland Hills CA 91367

+1 818 737 1088

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Jeff is Principal and Founder of Lineage Asset Advisors which is a consulting, asset management and transaction advisory firm based in Los Angeles. Jeff consults with multi-generational families, family offices, and developers that own and operate commercial real estate to develop customized succession plans with their properties from generation to generation. These succession plans provide strategic guidance on both the property dynamics and the family dynamics at play.

Jeff has over fifteen years of commercial real estate industry experience having worked with some of the largest private commercial real estate owners in the country to provide guidance and consultation on projects related to; value-add, redevelopment, transit-oriented, sustainability, owner/user, and investment properties.

Throughout his career, Jeff and his team have consulted on over $500 million worth of commercial real estate projects.

Jeff also currently serves as Managing Director of the Los Angeles Better Buildings Challenge which is a leadership initiative funded by LADWP and supported by the Mayor’s office. LABBC provides guidance to the largest commercial and multifamily property owners in Los Angeles on modernization strategies through energy and water efficiency initiatives in their buildings.

Prior to founding Lineage Asset Advisors, Jeff was Vice President at Colliers International.

Jeff is passionate about giving back to the community and currently sits on the Board of Directors for Make-A-Wish Foundation Tri-Counties and is an active volunteer with local philanthropies such as Global Human Services and the Hospice of the Conejo.

He currently resides in Los Angeles County with his wife and son.


  • Earned the “Platinum Achiever Award” for ranking amongst Sperry Van Ness’ top 25 agents nationwide.
  • Earned the CCIM (Certified Commercial Investment Member) Designation.
  • Earned the LEED AP Designation through the USGBC (Leadership in Energy and Environmental Design).
  • Elected to the USGBC-LA Board of Directors.
  • Featured and quoted in numerous business journals and commercial real estate trade publications.
  • Moderator and speaker on numerous real estate panels.



  • California BRE Broker’s License Number: 01437048
  • Certified Commercial Investment Member (CCIM)
  • Leadership in Energy and Environmental Design Accredited Professional (LEED AP)
  • Certified Property Manager (CPM)

Notable Recent Projects

Warner Center Land Assemblage Project (2018) – Development consultation and transaction advisory services for a land assemblage of 6.20 acres designated for redevelopment to a mixed-use property in the Warner Center Specific Plan
(Project Value – $30 Million)

Transit Oriented Redevelopment (2018) – Development consultation and transaction advisory services for a 4.25 acre and +/- 73,000 SF of industrial buildings zoned M1 and P in Los Angeles across from the Orange Line set to be redeveloped to a creative office campus
(Project Value – $18.5 Million)

Transit Oriented Redevelopment (2018) –Development consultation for a 23,000 SF lot directly across from a transit station in Los Angeles and zoned C2-1VL
(Project Value – $5 Million)

Mixed-Use Redevelopment (2016) – Transaction advisory services for a developer on a 1.5 acre lot with an underutilized Post Office building set to be redeveloped to student housing near CSUN
(Project Value – $5 Million)


Volunteer & Philanthropy

Make A Wish Foundation

Hospice of The Conejo

Global Human Services


B.S., Business Administration, with an emphasis in Real Estate Finance from the University of Southern California