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Family CRE Advisors Transition · Succession · Exit Planning
Monthly Learning Event

Family-Owned Commercial Real Estate: Transition, Succession and Exit Planning

For many families, commercial real estate represents their single largest concentration of net worth. Yet when it comes time to plan for transition, succession, or an eventual exit, the real estate decision is often treated as an afterthought, addressed reactively rather than strategically.

This learning series exists to change that. Built around real case studies and led by Glenn Arnold, SIOR, with over four decades of experience advising families on commercial real estate, each session is designed to help property owners and the trusted advisors who serve them think earlier, ask better questions, and approach these decisions with the same discipline applied to every other part of the financial picture.

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Glenn Arnold, SIOR
About the Speaker

Glenn Arnold, SIOR

Glenn Arnold has spent over four decades advising San Diego families on commercial real estate decisions. Over roughly 1,500 sale and lease transactions, his practice has centered on one observation: the best outcomes are always planned in advance.

His focus is distinct within the industry. He works specifically with families who own commercial real estate and are approaching one of the most important financial decisions of their lifetime. Whether the real estate is owner-occupied, held as investment property, or intertwined with a business succession, the questions are rarely simple, and the stakes are rarely small.

Glenn earned the SIOR designation, one of the highest professional credentials in commercial real estate, and has spoken before estate planning councils, wealth advisory firms, banking institutions, and professional advisor groups across San Diego and Southern California.

Experience
37 Years
Transactions
1,500+ (+$1.5B)
Designation
SIOR
Focus
Family-Owned Commercial Real Estate
What We Cover

Each session is structured around five detailed case studies drawn from real client situations.

The goal is not to cover theory in the abstract, but to walk through the kind of strategic and financial analysis that families and their advisors can apply directly to their own circumstances.

Who This Is For

Two audiences. One conversation.

Property Owners

If this is you

Most of the families who attend these sessions are not on the verge of a transaction. They are somewhere earlier in the process, often years away from making a final decision, but increasingly aware that the commercial real estate their family owns deserves more thoughtful attention than it has received so far.

Some still operate the business that runs from the building. Others sold the business years ago and retained the real estate, now serving as landlord to the buyer or to unrelated tenants. The specific arrangement varies, but the underlying question is the same: what is the right thing to do with this property given where the family is headed?

For many, real estate was acquired decades ago, and the assumptions that made sense at the time may no longer apply. Market conditions have shifted. Family dynamics have evolved. Successors may or may not be interested, capable, or aligned. Tax implications have grown more complex. And yet, in many cases, no one has stepped back to look at the full picture with the kind of rigor applied to the business itself, or to the family's broader financial plan.

These sessions are designed for owners who want to understand the range of strategies available to them before the pressure of a timeline or transaction narrows their options.

Trusted Advisors

If this is your client

CPAs, attorneys, wealth advisors, estate planners, fiduciaries, bankers, and other professionals who serve high-net-worth families will recognize a familiar pattern: a client mentions, often in passing, that they own a commercial building, that a family business is winding down, or that they are starting to think about what comes next. The conversation is rarely about real estate specifically. But real estate is frequently the largest and most complex asset on the table.

These sessions offer a structured framework for understanding how commercial real estate intersects with the broader planning work advisors are already doing. The case studies illustrate how the sequencing of decisions, the interplay between a business sale and a property sale, and the tax and estate planning implications of different strategies can materially affect client outcomes.

The goal is not to turn advisors into real estate experts, but to give them a sharper lens for recognizing when the real estate component of a client's situation deserves earlier and more deliberate attention. Attendees consistently report that the Discovery Process framework, in particular, gives them a practical tool for opening better conversations with their clients.

The Session

90 Minutes. Five case studies. No pitch, no selling.

Each session walks through five real case studies: families Glenn or Miles has worked with, with names and identifying details changed. The cases are chosen because each demonstrates a different decision point. The format is deliberately conversational. Questions are welcome throughout, not saved for the end. Owners and advisors often reach different conclusions in the same room, which is usually the most valuable part of the session.

Format

1.5 hours, morning/evening session, food & refreshments provided

Location

Voit Real Estate Services
4180 La Jolla Village Dr, Suite 100
La Jolla, CA 92137

Cost

Complimentary

Presented by Glenn Arnold, SIOR, and Miles Arnold, Voit Real Estate Services, San Diego.

Presented At

Glenn has presented this session for estate planning councils, wealth advisory firms, banks, and professional advisor groups across San Diego.

North County Estate Planning Council
June 2023
Scripps Health Foundation
June 2023
Bank of America
September 2023
Aldrich Wealth Advisors
November 2023
Corient / Yahnke and Dowling
November 2023
ProVisors Corporate Deal Professionals
June 2024
First Citizens Bank
July 2024
North County Bar Association
July 2025

Available to present for professional advisor groups, estate planning councils, wealth management firms, and banking institutions. Contact Miles at marnold@voitco.com to discuss.

Upcoming Dates

2026 Schedule

Thursday, May 7
8:30 to 11:00 AM
Part 1: Transition, Succession, and Exit Planning
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Tuesday, June 16
8:30 to 11:00 AM
Part 2: What happens after the sale - 1031 exchange, DSTs, tax deferral strategies
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Thursday, July 23
8:30 to 11:00 AM
Part 1: Transition, Succession, and Exit Planning
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Tuesday, August 18
8:30 to 11:00 AM
Part 2: What happens after the sale - 1031 exchange, DSTs, tax deferral strategies
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Thursday, October 1
8:30 to 11:00 AM
Part 1: Transition, Succession, and Exit Planning
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Tuesday, November 10
8:30 to 11:00 AM
Part 2: What happens after the sale - 1031 exchange, DSTs, tax deferral strategies
Reserve a Seat

If none of these dates work, or you would like the full schedule by email, reach out to Miles directly at marnold@voitco.com.

What Attendees Are Saying

Property Owners

"I have had the privilege of attending Glenn's learning events for business owners and trusted advisors. 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

"Expecting a networking event, I was pleasantly surprised it covered highly insightful content. Particularly intriguing were the case studies, how lack of early planning causes costly mistakes and unrealized value in real estate decisions. I highly recommend property owners attend."

Anthony Bortz, Owner, Discount Glass and Mirror

"As a property and business owner, you presented some relevant case studies that provoked forward thinking regarding our retirement and planning for our industrial building. I especially appreciate that you addressed ways to maximizing cash flow and minimizing taxation and inheritance issues."

Melanie Spiegelman, Owner, Rasirc Manufacturing, Inc.

Trusted Advisors

"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

"Your presentation was compelling and full of deep wisdom. The inclusion of real-life stories was such a helpful way to learn and retain tried and true lessons and best practices of real estate management, trends, investing, and succession planning."

Lauren Humphrey, VP Trust Administrator, First Foundation Bank

"Your slides on Discovery questions were fantastic. His case studies really demonstrate the comprehensiveness of his planning. Every professional that deals with the sale of a business that uses real estate owned and occupied by business owners should hear Glenn's presentation."

William Super, President, North County Estate Planning Council

Common questions

The event is genuinely complimentary. Our practice works because some percentage of attendees eventually become clients. But that is months or years later, and only if the engagement makes sense for both sides. There is no pitch at the event, and no follow-up sales outreach unless you ask for it.

Yes, and we encourage it. Register them separately so they receive their own event details. Advisors often find the most value because they can compare notes with peers after the session.

That is the right time to attend. Most of the strategic options we cover require two to three years of advance planning. The families who attend early tend to use the tools well. The ones who wait tend to find their options narrowed.

The event is designed for owners and advisors. If you are a professional in a related field, including estate planning attorneys, CPAs, wealth advisors, trust officers, and bankers, you are welcome on your own.

Yes. The case studies rotate. Several of our attendees come once a year to keep the framework fresh.

Reserve your seat.

Or if you would rather have a quick conversation first, reach Miles directly at marnold@voitco.com or (858) 997-4800.

See Upcoming Dates