Glenn and Miles Arnold advise San Diego families whose commercial real estate is tied to their business, their legacy, and their net worth. We help you see the full map of your options before decisions are made under pressure.
Yet for too many, the decisions about that real estate are made after the business is already sold, under pressure, with most of the strategic options already off the table.
Hold or sell. Sale-leaseback. 1031 exchange. Charitable strategies. Order of sale. Cap rate drivers. Vacant value versus leased investment. Every one of these decisions is meaningfully better when it has two to three years of runway.
We built this practice to give families and their advisors that runway, and to bring strategic and financial analysis to decisions that are too often treated transactionally.
We come in before the decision, at the two-to-three-year horizon where planning actually changes outcomes.
Hold vs. sell analysis, decision mapping, highest-and-best-use studies, and two-to-three-year planning horizons. We map the options before any transaction begins.
Detailed Broker Opinions of Value that go beyond a simple appraisal: cap rate drivers, vacant vs. leased scenarios, lease structure analysis, and tax-impact modeling.
Sale, lease, sale-leaseback, and 1031 execution. Because we plan first, our transactions are better prepared and better priced.
Our monthly Learning Series for owners and advisors, plus private sessions for CPA firms, law firms, banks, and wealth management offices.
"They provided valuable insight and thought-provoking conversations that ultimately resulted in a recent family decision to exit our business and complete a very successful sale of our commercial real estate. I highly recommend attending."
Christophe J. Freed, President and CEO, J.H. Freed and Sons
"That was hands down the best and most informative presentation that I have seen in the last ten years. Seriously, a great use of our time."
John Van Deusen, FRS Executive Search, ProVisors Group Leader
"Expecting a networking event, I was pleasantly surprised it covered highly insightful content. I highly recommend property owners attend."
Anthony Bortz, Owner, Discount Glass and Mirror
