Approach
With over 40 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.
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.
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 Torrance, CA to meet the needs of our clients across Southern California.