TESTIMONIALS

“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.”

“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.“

“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.”

"I have worked closely with Jeff Gould and Lineage Asset Advisors for many years, and appreciate his insight and determination in solving real estate challenges. Jeff could be most accurately described as a trusted advisor, whose expertise and approach extends beyond that of traditional real estate brokers. His strong relationships in the real estate industry add to his effectiveness, underscoring that success in real estate is largely dependent on network and reputation."

"My family recently faced a decision on what to do with a multi-family apartment complex and development site that we inherited in Los Angeles. However, we came to the realization that we needed help analyzing and assessing strategic options with the property. Luckily, we were able to retain the services of Jeff Gould of Lineage Asset Advisors. After that everything got appreciably easier. Jeff stepped in and guided and educated us through the analysis and decision-making process with the asset. He helped us analyze the project, understand our options, and align on a decision with the asset as a family. Ultimately we decided to sell the asset and Jeff helped us implement an asset sale strategy that included understanding value and selecting the appropriate broker we felt comfortable with and trusted. He also assisted us in parsing through the offers we received, their terms and conditions, and how to formulate responses. 

Throughout the whole negotiating process Jeff served as an approachable, very knowledgeable, and patient resource as he guided us to an eventual successful resolution.  I really appreciated his diligence, honesty, and willingness to help solve all the problems that arose. I felt comfortable that he was always protecting our interests from every eventuality. I am very certain that we would not have been able to make this sale without Jeff’s guidance."

"We can’t say enough about how great it was working with Jeff Gould at Lineage Asset Advisors. My wife and I wanted to sell our apartment building in West Hollywood that we had owned for 35 years. We had never done anything like this before, and our Trust Attorney referred us to Jeff to help us out. Jeff held our hands as a trusted advisor from the beginning to end, starting with interviewing agents, choosing an agent, negotiating terms with that agent, doing his own market analysis to compare with the agent’s recommendation of the listing price, reviewing the agent’s postings, reviewing the offers, strategizing on negotiations, and overseeing all of the details. He was available when we needed him, and guided us effortlessly through a process that would have been extremely stressful to go through on our own. His knowledge and guidance were the keys to getting it done."

"We engaged Jeffrey A. Gould, Lineage Asset Advisors, Inc., services in late 2018 and immediately made a connection with him. Jeff is a vast source of knowledge, giving the assistance we needed to go forward with the sale of a property that has been in our family for more than seventy years. After meeting with Jeff, he understood the direction we were looking for and for what reasons.

Jeff is forthright and honest as our professional guide, or Sherpa as we like to say, through the process of the sale of our property, in addition to the purchase of income property for the future. He knows how to get things accomplished and is a well-respected individual in the asset industry.

We feel that Jeff has been inspiring, extremely helpful, and always available for any questions that we might have. If there are any legal questions, Jeff will always give only his thoughts but recommend us to our legal counsel for resolution of the concern. His services have been and are invaluable and greatly appreciated."

"Jeff Gould’s unique services provide a special benefit to multi-generational families, all or a portion of whose assets are made up of real estate. It is one thing to understand the many facets and challenges that come with the world of real estate, including, entity formation, profit, and cost-sharing arrangements, Federal, state, and local taxes, asset management, land use, and keeping up with economic trends, to name only a few. But to be able to combine that understanding of real estate with human sensitivity to the relationships and priorities between and among family members of more than one generation is a combination that a rare few real estate advisors bring to the table. Having worked closely with Jeff for several years now, it is with the utmost confidence that I can recommend Jeff as being one of those unique individuals who combines sophisticated real estate knowledge with deep human empathy and provides those invaluable traits to the families that he serves."

"I had an opportunity to work with Jeff Gould and Lineage Asset Advisors on a very involved project for over two years. Our family had commercial property since the 1930s with multigenerational interests. It became our priority to find someone to assist us in this process and ensure all our ownership interests are met. Jeff was incredibly thorough, from the initial portfolio assessment to engaging with various experts regarding our property and working with legal counsel to ensure our project was a success. His patience and guidance allowed our family to turn the page on a wonderful legacy and create a stronger future for our next generation. I would highly recommend Lineage Asset Advisors to support any group or family with commercial real estate and financial planning."

"Jeff Gould of Lineage Asset Advisors did a wonderful job connecting the dots on a recent project in Silverlake that our family has owned for 4 generations. Jeff's expertise as a real estate advisor was extremely valuable and his knowledge in this subject matter was vast. We hit a multitude of snags along the way and he was able to guide us with confidence or provide us with a referral to come to a conclusion on the matter. We would highly recommend working with Jeff Gould of Lineage Asset Advisors."

"Jeff is a very knowledgeable and professional commercial real estate advisor.  He took the time to learn about our properties and our specific investment goals. We appreciate his patience and availability when we have questions. Our decision to work with Jeff has been very beneficial and we highly recommend his services."

"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."

"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 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."

"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."

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”