IN THE NEWS
When Equal Isn’t Fair: A Practical Guide to Dividing Real Estate Among Heirs
Equal ownership of real estate among heirs often leads to unequal outcomes and family conflict. When one sibling wants cash flow, another wants appreciation, and a third wants no management…
The Buildings We Animate With Borrowed Life
TL;DR: Real estate owners project their identity onto properties. This makes succession planning an emotional confrontation with mortality. Through my hospice volunteer work and decades advising…
When Grief Meets Real Estate Inheritance
Names and details have been changed to protect client confidentiality. This case study represents a composite of common scenarios we encounter in real estate inheritance planning.Carlos Valdez died…
When Family Legacy Becomes Family Warfare
The 1930s building on Vermont Avenue was supposed to be James Brennan’s gift to future generations. Instead, it became the weapon that nearly destroyed them.We see this pattern everywhere in family…
Why Your Trustee Choice Can Make or Break Your Real Estate Legacy
The person you select as trustee will impact your family’s wealth for generations. Yet most real estate owners spend more time choosing a vacation destination than selecting this critical guardian of…
The Hidden Force Destroying Family Real Estate Empires
Real estate wealth crumbles between generations when families focus only on the buildings, not the bonds. At Lineage Asset Advisors, we’ve observed a striking pattern across multi-generational real…
The CRE Report: Wealth Transfer – $100 trillion dollars in the next 25 years?
Welcome to The Commercial Real Estate Report, your go-to resource for cutting-edge insights and strategies in commercial real estate. This week, we're diving deep into a seismic shift in the wealth landscape and how you can turn it into a golden opportunity. Our...
Building Generational Wealth with Real Estate
Building Generational Wealth with Real Estate In this special edition of The Commercial Real Estate Report, we delve into a transformative shift that's redefining the landscape of our industry—the massive transfer of real estate wealth from baby boomers to...
A Legacy Lives On: Best Practices in Real Estate Transition Planning
At the time of this writing, Baby Boomers account for more than 44% of real estate wealth in the U.S., according to the Federal Reserve. By Jeffrey Gould, CCIM, CPM, LEED AP | Principal | Lineage Asset Advisors, Daniel Lorenzen, Esq. | Partner | Venable LLP For...
Real Estate Considerations For Business Growth And Exit Planning
Join us at the upcoming EPI Chapter Meeting as we delve into the crucial role of Real Estate in business operations, growth, and exit planning. Let's explore how aligning real estate investments with long-term financial goals can pave the way for a seamless...
Upcoming Speaking Engagement – NAR National Conference (11/15/23)
Upcoming Speaking Engagement – NAR National Conference (11/15/23) - Jeff Gould - NAR NXT – THE REALTOR EXPERIENCE Jeff Gould, CCIM, CPM, LEED AP Principal and FounderLineage Asset Advisors, Inc.Woodland Hills, CA Biography Jeff is Principal and Founder of Lineage...
Recent Panel Discussion Held – Introduction To A Fiduciary’s Role
The Fiduciary Committee of CCIM Greater Los Angeles welcomes you to our introductory webinar and panel discussion on the topic of Fiduciary’s Role with Investment Real Estate. This workshop will introduce the audience to the increasingly important role that a...
Announcement – Jeff Gould Co-Chairing the CCIM-LA Fiduciary Committee
The Fiduciary Committee - CCIM Greater Los Angeles Chapter (ccimla.com) "Welcome to the Fiduciary Committee of CCIM Greater Los Angeles! We have recently launched our Committee to be a best-in-class resource on the topics of real estate wealth transfer and fiduciary...
Creative Revitalization | An Office-to-Multifamily Project Shows How Adaptive Reuse Can Offer New Life to Properties Once Thought Past Their Prime
Featured Article | CCIM's Commercial Investment Real Estate Magazine | Summer 2022 By Jeffrey A. Gould, CCIM, CPM, LEED AP, Michael J. Gion Adaptive reuse projects are all the buzz in the commercial real estate sector these days. Repurposing underutilized property is...
![Adaptive Reuse, Workforce Housing & Opportunity Zone Case Study [CCIM Southern CA & Greater LA]](https://lineageasset.com/wp-content/uploads/888-Tower-Case-Study-Web.jpg)
Adaptive Reuse, Workforce Housing & Opportunity Zone Case Study [CCIM Southern CA & Greater LA]
On March 22nd, 2022, CCIM Southern California & Greater Los Angeles Chapters hosted an event where Alliant Strategic Development and Maxus Property Management held an intimate case study presentation and tour of 888 Tower, a one-of-a-kind asset in the core...