Proven Results

Below is a shortlist of our case studies and recent work. These case studies represent a diverse array of property types and multi-generational family issues that LAA was hired to help resolve. Please click on the pictures below to view the “Problem” that LAA was hired to address, the “Solution” that LAA developed and implemented with the team, and the “Outcome” that the team was able to achieve. Please contact us for more details.

TESTIMONIALS

Professional & Attentive

“Having worked with Jeff, Brian and Armand on the sale of a substantial commercial property, I found them to be extremely professional, thorough and attentive to the client’s objectives.   Their marketing of the property brought in a number of potential buyers, and they were astute in the way in which they evaluated and pared down that list, ultimately resulting in a very favorable price for the client.  Throughout the transaction, even up to issues that arose the day of closing, their effort exceeded what I have typically experienced from commercial brokers in my 30 years of handling commercial real estate deals.  They were a pleasure to work with and come with my high recommendation.


Richard G. Rasmussen, Esq. – Partner | Anglin Flewelling Rasmussen Campbell & Trytten LLP (AFRCT)

Real Estate
2019-02-21T23:17:03-07:00

Richard G. Rasmussen, Esq. – Partner | Anglin Flewelling Rasmussen Campbell & Trytten LLP (AFRCT)

“Having worked with Jeff, Brian and Armand on the sale of a substantial commercial property, I found them to be extremely professional, thorough and attentive to the client’s objectives.   Their marketing of the property brought in a number of potential buyers, and they were astute in the way in which they evaluated and pared down that list, ultimately resulting in a very favorable price for the client.  Throughout the transaction, even up to issues that arose the day of closing, their effort exceeded what I have typically experienced from commercial brokers in my 30 years of handling commercial real estate deals.  They were a pleasure to work with and come with my high recommendation.“

City of Los Angeles Program

“I have worked with Jeff Gould for over 5 years on a City of Los Angeles program called the Los Angeles Better Buildings Challenge. I can attest to Jeff’s commitment, creativity, professionalism, and diligence. As Managing Director, Jeff has lead a number of key initiatives for our program, including leading outreach efforts and developing building modernization strategies for some of the largest commercial real estate and multifamily apartment owners in the City. Jeff is an invaluable asset to the organization, and I look forward to continuing our work together.”


 


David Hodgins – Executive Director | LA Better Buildings Challenge

Real Estate
2019-02-21T23:20:55-07:00

David Hodgins – Executive Director | LA Better Buildings Challenge

“I have worked with Jeff Gould for over 5 years on a City of Los Angeles program called the Los Angeles Better Buildings Challenge. I can attest to Jeff’s commitment, creativity, professionalism, and diligence. As Managing Director, Jeff has lead a number of key initiatives for our program, including leading outreach efforts and developing building modernization strategies for some of the largest commercial real estate and multifamily apartment owners in the City. Jeff is an invaluable asset to the organization, and I look forward to continuing our work together.”  

Warner Center Project

“I worked with Jeff Gould of Lineage Asset Advisors to complete a complicated land assemblage project in Warner Center that included multiple sites and multiple property owners. This was a challenging project that included many moving pieces, difficult negotiations, and personalities. Throughout the process, which lasted over two years, Jeff was a valuable advisor providing clarity and guidance to both the sellers and my team in order to  achieve a successful result. Jeff’s patient and analytical approach was  instrumental in assisting our team in a variety of issues and barriers that we experienced including such things as; the development restrictions on the properties, the final value, structuring the contract terms, managing the  process, and effectively communicating and negotiating intent between both parties. I look forward to working with Jeff in the near future and I highly recommend him to others.”


Shawn Evenhaim – Chief Executive Officer | California Home Builders

Real Estate
2019-02-21T23:23:07-07:00

Shawn Evenhaim – Chief Executive Officer | California Home Builders

“I worked with Jeff Gould of Lineage Asset Advisors to complete a complicated land assemblage project in Warner Center that included multiple sites and multiple property owners. This was a challenging project that included many moving pieces, difficult negotiations, and personalities. Throughout the process, which lasted over two years, Jeff was a valuable advisor providing clarity and guidance to both the sellers and my team in order to  achieve a successful result. Jeff’s patient and analytical approach was  instrumental in assisting our team in a variety of issues and barriers that we experienced including such things as; the development restrictions on the properties, the final value, structuring the contract terms, managing the  process, and effectively communicating and negotiating intent between both parties. I look forward to working with Jeff in the near future and I highly recommend him to others.”

Venice Property

“I worked with Jeff Gould for almost a year, using his services for determining what to do with a piece of commercial property I own in Venice, California. I feel that Jeff did a great job in pointing out the options I had which included selling the property, leasing the property, doing improvements myself, or allowing a tenant to make improvements. I found dealing with realtors challenging, and I feel that Jeff always had my back. He was always polite, kind, and upbeat.”


Larry Naylor – Commercial Property Owner

Real Estate
2019-02-22T00:35:18-07:00

Larry Naylor – Commercial Property Owner

“I worked with Jeff Gould for almost a year, using his services for determining what to do with a piece of commercial property I own in Venice, California. I feel that Jeff did a great job in pointing out the options I had which included selling the property, leasing the property, doing improvements myself, or allowing a tenant to make improvements. I found dealing with realtors challenging, and I feel that Jeff always had my back. He was always polite, kind, and upbeat.”

Honest, Ethical & Knowledgeable

“I have had the absolute pleasure of working with Jeff over the last several years. Jeff has assisted me in working through several complex real estate questions. I have found him to be honest, ethical and extremely knowledgeable in all of these matters. I feel his approach to evaluating my real estate assets is based in hard facts and evidence as opposed to other advisors I have encountered who rely on personal biases and unsupported assumptions. I am currently working with Jeff and look forward to continue doing so in the coming years.”


Adrian B. Stern, CPA – General Partner of numerous real estate entities

Real Estate
2019-02-21T23:28:28-07:00

Adrian B. Stern, CPA – General Partner of numerous real estate entities

“I have had the absolute pleasure of working with Jeff over the last several years. Jeff has assisted me in working through several complex real estate questions. I have found him to be honest, ethical and extremely knowledgeable in all of these matters. I feel his approach to evaluating my real estate assets is based in hard facts and evidence as opposed to other advisors I have encountered who rely on personal biases and unsupported assumptions. I am currently working with Jeff and look forward to continue doing so in the coming years.”

Diligent & Professional 1031 Assistance

“We were faced with an expiring 1031 deadline and approached the team at Lineage to help us identify a suitable replacement property. Immediately, Jeff and his team worked diligently to provide us with numerous opportunities, both on and off market. Throughout the entire process, Jeff was extremely patient and professional in the face of what turned out to be a complicated and difficult transaction.”


Jason Amoroso – The Amoroso Companies

Real Estate
2019-02-21T23:33:42-07:00

Jason Amoroso – The Amoroso Companies

“We were faced with an expiring 1031 deadline and approached the team at Lineage to help us identify a suitable replacement property. Immediately, Jeff and his team worked diligently to provide us with numerous opportunities, both on and off market. Throughout the entire process, Jeff was extremely patient and professional in the face of what turned out to be a complicated and difficult transaction.”

Grace Under Pressure

“Jeff walked into a complex, multi-generational, and contentious situation with our family. He helped us to focus on positive opportunities, guided us in making informed and intelligent decisions, and was always upbeat. His patience, endurance, and knowledge helped us first navigate the emotions obscuring our options and then to negotiate with realtors and buyers. He kept the communication clear and concise and all parties well informed. He helped us avoid potential mistakes with his multi-faceted expertise, expedited the transaction, and was a calm and consistent presence.


I truly believe that without Jeff we would not have been able to work through the many differences and opinions. He not only honored each shareholder but also unified our vision for the property.


Again, I highly recommend Jeff for estate issues, multi-generational, and especially emotional situations. He is always professional and a pleasure to work with.”


Judy Goldstein – Principal and Owner | 7269 Melrose Ave

Real Estate
2019-02-21T23:38:25-07:00

Judy Goldstein – Principal and Owner | 7269 Melrose Ave

“Jeff walked into a complex, multi-generational, and contentious situation with our family. He helped us to focus on positive opportunities, guided us in making informed and intelligent decisions, and was always upbeat. His patience, endurance, and knowledge helped us first navigate the emotions obscuring our options and then to negotiate with realtors and buyers. He kept the communication clear and concise and all parties well informed. He helped us avoid potential mistakes with his multi-faceted expertise, expedited the transaction, and was a calm and consistent presence. I truly believe that without Jeff we would not have been able to work through the many differences and opinions. He not only honored each shareholder but also unified our vision for the property. Again, I highly recommend Jeff for estate issues, multi-generational, and especially emotional situations. He is always professional and a pleasure to work with.”

Refined & Comprehensive Estate Planning

“Jeff Gould of Lineage Asset Advisors is a valued team member and resource for my estate planning law firm. Jeff and his team’s in-depth knowledge of the commercial real estate industry coupled with their understanding of estate planning principles and respect for family dynamics provides my firm with important insight into our clients’ commercial real estate portfolios.


Jeff’s patient and consultative approach allows us to refine succession planning strategies for multi-generational families being mindful of the short and long term risks and opportunities associated with their commercial real estate portfolios. I recommend working with the Lineage Asset Advisors team.”


Pierre J. Rodnunsky – Partner & Founder | Rodnunsky & Associates

Real Estate
2019-02-21T23:44:25-07:00

Pierre J. Rodnunsky – Partner & Founder | Rodnunsky & Associates

“Jeff Gould of Lineage Asset Advisors is a valued team member and resource for my estate planning law firm. Jeff and his team’s in-depth knowledge of the commercial real estate industry coupled with their understanding of estate planning principles and respect for family dynamics provides my firm with important insight into our clients’ commercial real estate portfolios. Jeff’s patient and consultative approach allows us to refine succession planning strategies for multi-generational families being mindful of the short and long term risks and opportunities associated with their commercial real estate portfolios. I recommend working with the Lineage Asset Advisors team.”

Professional, Outstanding Job

“I have had the pleasure of working with Jeff on the management and sale of a property owned by five family members. He has done an outstanding job regarding moving the process forward and keeping everyone focused on the end goals. He is patient, professional and an excellent communicator. He keeps all owners and consultants informed and stays on top of the details. He offers great insight throughout the process and does not hesitate to recommend quality professionals to handle the legal, environmental, sales and leasing aspects of the transaction. I would not hesitate to recommend Jeff to any of my clients.”


Lynnette Shidner, CPA – Partner | Gish Seiden LLP

Real Estate
2019-02-21T23:56:14-07:00

Lynnette Shidner, CPA – Partner | Gish Seiden LLP

“I have had the pleasure of working with Jeff on the management and sale of a property owned by five family members. He has done an outstanding job regarding moving the process forward and keeping everyone focused on the end goals. He is patient, professional and an excellent communicator. He keeps all owners and consultants informed and stays on top of the details. He offers great insight throughout the process and does not hesitate to recommend quality professionals to handle the legal, environmental, sales and leasing aspects of the transaction. I would not hesitate to recommend Jeff to any of my clients.”

Valued Team Member

“Jeff is a valued member of any transaction team. He has a fine ability to focus on the task at hand and not bogged down with or overwhelmed with complex issues. I would welcome opportunity to work with Jeff again.”


David Beacham – Managing Partner | D.A.L. Development, LLC

Real Estate
2019-02-21T23:58:05-07:00

David Beacham – Managing Partner | D.A.L. Development, LLC

“Jeff is a valued member of any transaction team. He has a fine ability to focus on the task at hand and not bogged down with or overwhelmed with complex issues. I would welcome opportunity to work with Jeff again.”

Calabasas Project

“We recently worked very closely with Jeff Gould on the consulting of one of our office buildings in Calabasas. Jeff was an outstanding ally during the entire process and we recommend him highly for any future real estate transactions. He is thorough and determined, honest and responsive. He is a very valuable representative to have when attempting to pull together the elements of a real estate transaction. We look forward to working with him again soon.”


Robert A Papazian and James G Hirsch – Papazian-Hirsch LLC

Real Estate
2019-02-22T00:00:12-07:00

Robert A Papazian and James G Hirsch – Papazian-Hirsch LLC

“We recently worked very closely with Jeff Gould on the consulting of one of our office buildings in Calabasas. Jeff was an outstanding ally during the entire process and we recommend him highly for any future real estate transactions. He is thorough and determined, honest and responsive. He is a very valuable representative to have when attempting to pull together the elements of a real estate transaction. We look forward to working with him again soon.”

Responsive & Thorough

“Having had a long working relationship with the principals of Lineage, we rely on Lineage to provide timely, accurate, and thorough market valuations for our real estate portfolio. While a lot of companies can produce similar reports, few can match the responsiveness, thoroughness, and client-centric approach that Jeff Gould and Lineage bring every time.”


Loren I. Witkin, REA, CAC, LEED AP – Principal | Citadel Environmental

Real Estate
2019-02-22T00:04:29-07:00

Loren I. Witkin, REA, CAC, LEED AP – Principal | Citadel Environmental

“Having had a long working relationship with the principals of Lineage, we rely on Lineage to provide timely, accurate, and thorough market valuations for our real estate portfolio. While a lot of companies can produce similar reports, few can match the responsiveness, thoroughness, and client-centric approach that Jeff Gould and Lineage bring every time.”

Exceeds Expectations

“The investment sales teams that we engage on the sale of each asset are assigned a great deal of responsibility for ensuring that we meet and even exceed our pricing expectations, while at the same time being a quality reflection of our company. From their creative marketing efforts to their aggressive negotiations, Jeff Gould consistently represents the best interests of our company and is a valued partner and trusted advisor.”


Richard Weintraub – President, Weintraub Real Estate Group

Real Estate
2019-02-22T00:07:50-07:00

Richard Weintraub – President, Weintraub Real Estate Group

“The investment sales teams that we engage on the sale of each asset are assigned a great deal of responsibility for ensuring that we meet and even exceed our pricing expectations, while at the same time being a quality reflection of our company. From their creative marketing efforts to their aggressive negotiations, Jeff Gould consistently represents the best interests of our company and is a valued partner and trusted advisor.”

Family Goals Achieved

“Our family hired Jeff Gould to provide consulting, advisory and representation services with a vacant commercial property that we owned in Encino. This property had been in our family since 1952 and was originally built and operated as a restaurant by my father and grandfather. Our long-term tenant vacated the property in 2012 and left us with zero cash flow and an outdated building that needed extensive upgrades. Jeff worked in tandem with our family and our CPA to develop an asset transition plan that fit within our family’s generational goals including; stability of cash flow, passive management, and a credit tenant. Jeff’s team sold the vacant asset in Encino for maximum value and guided us through a challenging 1031 exchange process to acquire a single tenant investment that met our long term planning goals. Ultimately, this transition allowed us to achieve our family’s stated goals, including over a 7% return on equity. Jeff’s expertise, integrity and attention to detail helped to make the challenging process of letting go of this sentimental asset as smooth as possible. My family wants to thank Jeff and his team for their great work.”


Cathy Blue – Multigenerational Property Owner

Real Estate
2019-02-22T00:13:25-07:00

Cathy Blue – Multigenerational Property Owner

“Our family hired Jeff Gould to provide consulting, advisory and representation services with a vacant commercial property that we owned in Encino. This property had been in our family since 1952 and was originally built and operated as a restaurant by my father and grandfather. Our long-term tenant vacated the property in 2012 and left us with zero cash flow and an outdated building that needed extensive upgrades. Jeff worked in tandem with our family and our CPA to develop an asset transition plan that fit within our family’s generational goals including; stability of cash flow, passive management, and a credit tenant. Jeff’s team sold the vacant asset in Encino for maximum value and guided us through a challenging 1031 exchange process to acquire a single tenant investment that met our long term planning goals. Ultimately, this transition allowed us to achieve our family’s stated goals, including over a 7% return on equity. Jeff’s expertise, integrity and attention to detail helped to make the challenging process of letting go of this sentimental asset as smooth as possible. My family wants to thank Jeff and his team for their great work.”

A True Professional

“I was approached by Jeff Gould because we were looking to renew our lease or possibly move to another office/warehouse location. As you can imagine, moving a mid-level company is quite frightening. Jeff Gould, was able to lock in our renewal and avoid a huge move. Thanks to Jeff, we have ½ the space at a reduced rate. A true professional, diligent, and dedicated in getting what needs to be done. Jeff, congrats on your new endeavor.”


Robert Hirsh – Chief Operating Officer | John Paul Richard

Real Estate
2019-02-22T00:15:27-07:00

Robert Hirsh – Chief Operating Officer | John Paul Richard

“I was approached by Jeff Gould because we were looking to renew our lease or possibly move to another office/warehouse location. As you can imagine, moving a mid-level company is quite frightening. Jeff Gould, was able to lock in our renewal and avoid a huge move. Thanks to Jeff, we have ½ the space at a reduced rate. A true professional, diligent, and dedicated in getting what needs to be done. Jeff, congrats on your new endeavor.”

High Quality of Service

“Jeff played an integral role in representing the Envicom Corporation on our recent office space relocation. Having spent nearly 22 of years in one location our company was looking to identify more functional office space that suited our needs both from an image and financial standpoint. Jeff recognized the unique nature of our goals and objectives and focused on the quality of buildings, the location, the types of owners, and the ideal size of space that suited our needs. Through his knowledge of current market rates and trends, he helped us negotiate a favorable lease rate and terms on an ideally located space. From helping us understand and articulate our goals, through negotiation of the lease terms and advocating on completion of the TI’s, Jeff was effective and delivered a high quality of service.”


Travis Cullen, LEED AP – President | Envicom Corporation

Real Estate
2019-02-22T00:18:27-07:00

Travis Cullen, LEED AP – President | Envicom Corporation

“Jeff played an integral role in representing the Envicom Corporation on our recent office space relocation. Having spent nearly 22 of years in one location our company was looking to identify more functional office space that suited our needs both from an image and financial standpoint. Jeff recognized the unique nature of our goals and objectives and focused on the quality of buildings, the location, the types of owners, and the ideal size of space that suited our needs. Through his knowledge of current market rates and trends, he helped us negotiate a favorable lease rate and terms on an ideally located space. From helping us understand and articulate our goals, through negotiation of the lease terms and advocating on completion of the TI’s, Jeff was effective and delivered a high quality of service.”

Diligence and Perseverance

“Instrumental in securing an extension of my medical imaging tenant’s lease, Jeff Gould was primary in the writing and negotiation of the extension which resulted in the favorable finalization of this project.


Jeff worked with diligence and perseverance throughout the two month process so that this goal could be attained.

It was a pleasure to work with him and, if the opportunity arises, I would be more than happy to work with him again. I would recommend the same to anyone who wants success on their side.”


Allan Caspar

Real Estate
2019-02-22T00:23:21-07:00

Allan Caspar

“Instrumental in securing an extension of my medical imaging tenant’s lease, Jeff Gould was primary in the writing and negotiation of the extension which resulted in the favorable finalization of this project. Jeff worked with diligence and perseverance throughout the two month process so that this goal could be attained. It was a pleasure to work with him and, if the opportunity arises, I would be more than happy to work with him again. I would recommend the same to anyone who wants success on their side.”

Team Melrose

“Thank you to Jeff Gould on behalf of my brother, sister, and myself — Team Melrose!!


Without Jeff’s help and guidance, we really do not see how our family would have ever sold our property. After 40+ years in our family, Jeff helped us unanimously decide to put the property on the market. Jeff stressed to all of us that this would be a “process,” and boy was he right!


Working with 5 of our family members, all of which have strong personalities and opinions, must not have been an easy task for Jeff. He guided us through working with commercial brokers, buyers, offers both good and not so good, always explaining the details along the way. And, he was always stressing that all decisions had to be unanimous among all of us before we move on to the next step. When issues needed to get resolved and also needed explaining, Jeff spent so much time with each of us making sure we understood….weekends and evenings were also included if the need came up (and yes it did!)


After almost exactly one year, our property sold. Jeff was with us from the beginning of this, and was right there with us through the close of escrow.”


Lori, Sheri, and Steve – Principal and Owner | 7269 Melrose Ave

Real Estate
2019-02-22T00:29:13-07:00

Lori, Sheri, and Steve – Principal and Owner | 7269 Melrose Ave

“Thank you to Jeff Gould on behalf of my brother, sister, and myself — Team Melrose!! Without Jeff’s help and guidance, we really do not see how our family would have ever sold our property. After 40+ years in our family, Jeff helped us unanimously decide to put the property on the market. Jeff stressed to all of us that this would be a “process,” and boy was he right! Working with 5 of our family members, all of which have strong personalities and opinions, must not have been an easy task for Jeff. He guided us through working with commercial brokers, buyers, offers both good and not so good, always explaining the details along the way. And, he was always stressing that all decisions had to be unanimous among all of us before we move on to the next step. When issues needed to get resolved and also needed explaining, Jeff spent so much time with each of us making sure we understood….weekends and evenings were also included if the need came up (and yes it did!) After almost exactly one year, our property sold. Jeff was with us from the beginning of this, and was right there with us through the close of escrow.”

Consulting

Adler Realty
Agora Development
Aspen Environmental
Citadel Environmental
D & S Entertainment
El Bar Investments
LA Better Buildings Challenge
Lenny Esmond & Associates
One West Bank
PFM Consulting
Rodnunsky & Associates
Sustento Group, LLC
Symphony Development
Weintraub Real Estate Group

Leasing

Envicom Corporation
Geniune Parts Co
Jarden Consumer Solutions
John Paul Richard
Sostrin Immigration Lawyers
Zaszou

Multifamily & Redevelopment

615 S Manhattan Pl | Los Angeles
156 Unit Senior Housing Complex

NEC Erwin & Variel (Panavision Site) | Woodland Hills
3.22 Acre, 220 Unit Entitled Multifamily Development Site

9534 Reseda Blvd | Northridge
1.54 Acre Student Housing Redevelopment Site

6263 – 6279 Variel Ave | Woodland Hills
Multi-Tenant Office / Multifamily Redevelopment

3901 Las Posas Rd | Camarillo
Medical Building Rehab & Redevelopment

Office

4764-4768 Park Granada | Calabasas
40,000 SF Office Park

26050 Mureau Rd | Calabasas
47,000 SF Office Building

26010 Mureau Rd | Calabasas
36,600 SF Office Building

28720 Canwood St | Agoura Hills
26,600 SF Office Building

28078 Dorothy Dr | Agoura Hills
26,000 SF Office Building

28222 Agoura Rd | Agoura Hills
10,600 SF Medical Building

5020 Chesebro Rd | Agoura Hills
15,000 SF Office Building

22750 Pacific Coast Hwy | Malibu
30,000 SF Office Building

31225 La Baya Dr | Westlake Village
45,000 SF Office Building

166 N Moorpark Rd | Thousand Oaks
Medical Building

5959 Topanga Canyon Blvd | Woodland Hills
64,000 SF Office Building

7334 Topanga Canyon Blvd | Woodland Hills
Office Building

9535 Reseda Blvd | Northridge
Medical Office Building

1200 W Hillcrest | Thousand Oaks
12,000 SF Office Building

625 N A Street | Oxnard
Office / Retail Building

9040 Topanga Canyon Blvd | Canoga Park
11,591 SF Office Building

Retail

3637 -3755 E Thousand Oaks Blvd (Paseo Marketplace) | Westlake Village
76,000 SF Retail / Office Center

136 Brandon Town Center | Brandon, Florida
6,900 SF Retail Building

244 E Thousand Oaks Blvd | Thousand Oaks
17,000 SF Retail Building

925 Broadbeck Dr | Newbury Park
17,000 SF Retail / Office Building

18555 Ventura Blvd | Tarzana
12,000 SF Retail

199 E Thousand Oaks Blvd | Thousand Oaks
Retail / Office Bank Branch

15927 Ventura Blvd | Encino
7,500 SF Retail Building

2830 Camino Dos Rios | Newbury Park
3,500 SF Retail Building

185 E Daily Dr | Camarillo
6,000 SF Retail Building

Maricopa Retail Shopping Center | Maricopa, Arizona

Industrial / Flex

29395 Agoura Rd | Agoura Hills
41,000 SF Flex Park

6001 De Soto Ave | Woodland Hills
Flex Building

6160 De Soto / 21050 Erwin | Woodland Hills
26,000 SF Flex Office

21900-21910 Plummer St | Chatsworth
39,995 SF Industrial / Flex Building

1180 E Francis St | Ontario
Industrial Building

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