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Top 10 Sunnyvale Investment Portfolio Management Companies

#1

Spectrum Real Estate Consulting ("Spectrum") provides real estate asset management, interior/exterior design, and comprehensive ADU solutions. Spectrum is the culmination of over 25 years of experience. I have been fortunate to work with innovators, leaders, and highly skilled experts along the way. Spectrum represents the breadth of experience that I’ve gained throughout my journey, starting out in commercial real estate valuation, working in acquisitions/dispositions on the investment side of real estate, and transitioning this skillset to become a highly-effective asset manager (including extensive design experience, which was driven by a wide variety of capital improvement projects).

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#2

Terry Thomason has over 15 years experience as a Financial Advisor/Wealth Manager role. Assisting clients with great options for 1031 (Tax free exchange) and 1031 DST structures in addition to direct and indirect real estate investing.

Aside from my primary role as a Wealth Manager, I am also a real estate investor, business owner, business consultant and financial planner. Income producing real estate, re-entitlements, multi-family, commercial, Mobile Home Communities, Single Family Home rentals, and many other property types are available for 1031s.

I am able to customize leverage ratios, property type, boot structures and many other aspects helpful in securing the right property with the right strategy. Prior to working as a Financial Advisor, I held key roles for The Boeing Company, Intel Corporation, E*Trade Financial, Fidelity Investments, DST Systems, as well as other top firms.

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Recommendations are a significant part of our proprietary ranking algorithm that's responsible for determining positioning of every business in each respective list of companies on our platform. In other words, the higher the total amount of (unique & verified) recommendations a certain company has, the higher position in the list it most likely will hold

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#3

Founded by Mike Riso, a professional asset manager with 15+ years of experience, Portfolio Managers, LLC is a one-stop-shop for commercial and residential real estate portfolio management in California, Texas, Florida, and Georgia.

We provide everything from full-service asset management to consulting and real estate transaction coordination transforming commercial and residential properties into well-oiled machines that deliver ambitious revenues and world-class tenant experiences.

Proven ability to build process innovations and creative promotional strategies that inspire trepidation and imitation in competitors.

Combines insatiable entrepreneurial drive and cool-headed, hyper-productive efficiency with a passion for serving others and empowering exceptional performance in team members.

Thrives in high-pressure settings that demand both meticulous planning and rapid creative problem-solving.

Recommendations

Recommendations are a significant part of our proprietary ranking algorithm that's responsible for determining positioning of every business in each respective list of companies on our platform. In other words, the higher the total amount of (unique & verified) recommendations a certain company has, the higher position in the list it most likely will hold

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#4

Premier Casa is a full service international real estate company. We strive to provide the highest standards of quality, integrity and transparency in all transactions related to property sales, management and advisory services.

Premier Casa's reputation for uncompromising real estate professionalism and integrity in everything we do is earned day to day by serving our clients and earning their trust.

Implementing effective management concepts from the US we have built an international full service property and asset management company designed to make owning offshore real estate investments hassle free, while adding value and maximizing returns on well-located quality real estate investments.

Some highlights of the services we provide through our experienced multilingual staff:

1) Online marketing and booking
2) Utilities and administration fees payments
3) Monthly owner statement with complete and organized accounting
4) Maintenance and cleaning services

Recommendations

Recommendations are a significant part of our proprietary ranking algorithm that's responsible for determining positioning of every business in each respective list of companies on our platform. In other words, the higher the total amount of (unique & verified) recommendations a certain company has, the higher position in the list it most likely will hold

RECOMMEND PRO
Responsiveness
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Local expertise
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Negotiation skills
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Communication skills
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Overall professionalism
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