APPROACH

APPROACH

With over 50 years vested in guiding, advising and managing diverse real estate portfolios for corporations, individuals and families throughout California, Coastline Equity offers a unique and valuable perspective to maximize the value of its client’s real estate holdings. The level of personal stewardship, informed by its vast experience, is the hallmark of Coastline Equity’s advisory approach, and is of profound importance to many clients who view their holdings as ‘legacy assets’, to be passed down from one generation to another.

EXPERIENCE

We rely on decades of experience in finance, development and management, which gives us a unique perspective which translates into maximizing the value of your real estate holdings. Our team of seasoned professionals has a deep understanding of the complex and constantly evolving real estate market. We have a proven track record of success in maximizing the value of our clients' assets and are dedicated to helping them achieve their financial goals.

STATE OF THE ART TECHNOLOGY FOR GREATER EFFICIENCY

AppFolio, our property management software is one of the industry’s most accessible software for owners and tenants and we constantly strive to improve operational excellence by implementing procedures that will maximize efficiencies in everything we do.

PERSONALIZED ACTION PLAN

We carefully listen to you and your objectives and then create a tailored, personalized action plan to propel us forward. We pride ourselves on our personalized approach and are committed to building long-term relationships with our clients. Contact us today to learn more about how we can help you achieve your real estate goals.

IMPORTANCE OF TIMELY AND CONSISTENT COMMUNICATION

We view our relationship with you as an important partnership and provide timely communication and monthly financial information including an executive summary to help interpret the data.

CAREFULLY SCREENED RELATIONSHIPS WITH REAL ESTATE BROKERS

We partner with carefully screened real estate professionals to ensure a high level of performance and results, which has a positive impact on your financial success.

PERSONAL APPROACH

Our approach is built on the basic premise that we will manage your business as if it was our own - with the highest level of integrity and fiscal responsibility.

MULTIPLE OFFICES TO SERVE YOU

Our team operates two offices in Temecula and Los Angeles, CA to meet the needs of our clients across Southern California.

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