Phone: 925-425-9852, E-mail info@ipesevents.org
Income Property Education Series / Tri-Valley
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The Income Property Education Series™ was created by service providers and companies that assist commercial property owners. We formed this education series to help provide more information to you as the values of your property continue to increase. We hope that coming together provides synergy and can help you with new ideas. We are a resource for you in our unique areas of business. Please mention and contact these sponsors. When you contact them, let them know that you saw our postcard, website, or attended an event. Thank you for your support of these sponsors!

Click on any logo below for sponsor information.

Platinum Sponsors
Kilpatrick & Company logo Kilpatrick & Company logo North American Title Company North American Title Company
Media Sponsor
East Bay Business Times logo East Bay Business Times logo
Gold Sponsors
antrim construction logo antrim construction logo
antrim construction logo Aeon Capital Consultants logo
Farmers Insurance logo
Heritage Bank logo
Ireland San Filippo, LLC logo
Ireland San Filippo, LLC logo
Presidio Exchange Advisors logo Presidio Exchange Advisors logo
Randick O'dea & Tooliatos LLP logo Randick O'dea & Tooliatos LLP logo
Randick O'dea & Tooliatos LLP logo
Xchange Solutions logo Xchange Solutions logo

Kilpatrick & Company

We are a company of highly specialized investment real estate professionals from diverse backgrounds. Part of our strategy in obtaining the highest price for our sellers and the best opportunities for our buyers is complete cooperation. We embrace newer technology as well as tried and true business practices in a highly efficient operation. By staying in touch with all aspects of the investment real estate market, we are able to add value to any transaction within our area of expertise. Our agents each have their own niche focus both with respect to geographic area and product type, enabling them to truly be experts in their respective fields. Our history of maintaining investor relationships enables us to be an essential information source and allows us to add value in managing investment real estate transactions.

TOPKilpatrick & Company
www.kilpatrickandcompany.com
3645 Grand Avenue, Suite 302
Oakland, CA 94510
925-425-9852
Janice Sangster-Phalen
Broker Associate

jphalen@kilpatrickandcompany.com

North American Title

Our outstanding team of associates works together in perfect harmony to bring you, our customers, innovative real estate settlement products and services that are accurate, reliable, and on-time, all Like Clockwork®.

North American Title
www.nat.com
4255 Hopyard Road, Suite 1
Pleasanton, CA 94588
925-847-9570
Jim Hammarstrom
Business Development — Commercial Accounts

jhammarstrom@nat.com

East Bay Business Times

The East Bay Business Times is the region’s authoritative source for local business-to-business news in Alameda, Contra Costa and Solano counties. The Business Times delivers its content in both its weekly print edition as well as its online version, where you'll find the latest breaking business news updated throughout the day. The Business Times also offers businesspeople a free Daily Update e-mails, delivered to desktops each weekday afternoon at 3 p.m.  You can also sign up to receive any of our e-mail products free of charge, including the latest news about 46 different industries from around the nation, with stories culled from the Business Times and its 40 sister publications across the United States. Also go to our web site to subscribe to the print edition.

East Bay Business Times
Eastbay.businessjournals.com
6160 Stoneridge Mall Road, Suite 300
Pleasanton, CA 94588
925-598-1401
Mike Consol
Publisher

mconsol@bizjournals.com

Antrim Engineering & Construction, Inc.

At Antrim Engineering & Construction, Inc. we work closely with Owners, Realtors and Tenants to provide a complete scope of development, design, engineering and construction services. We evaluate the project to determine feasibility based on owner specifications and jurisdictional requirements. This allows us to implement value engineering and cost control measures to maintain budgets and schedules, as well as perform fast track completion.

Antrim Engineering & Construction, Inc.
www.antrimeng.com
1635-A Chestnut Street
Livermore, CA 94551
925-426-2444
Jeffrey B. Antrim
President

jantrim@antrimeng.com

AT&T

At Antrim Engineering & Construction, Inc. we work closely with Owners, Realtors and Te


Farmers Insurance

"Gets you back to where you belong." With Farmers, you have one professional agent who can meet your auto, home, life and small business insurance needs, simplifying your life and enabling you to save on multiline discounts. Along with a broad array of products for every stage of your life, we offer a long list of discounts.

Farmers Insurance
www.farmers.com
235 Main Street
Pleasanton, CA 94566
925-734-0530
Bob Herzog
rherzog@farmersagent.com

5502 Sunol Blvd.
Pleasanton, CA 94566
925-462-3786
Stephen Phalen
sphalen@farmersagent.com

Heritage Commerce Corp.

Based in the heart of Silicon Valley, Heritage Commerce Corp is the parent company of Heritage Bank of Commerce established in 1994. Heritage Bank of Commerce, with offices in San Jose, Danville, Fremont, Gilroy, Los Altos, Los Gatos, Morgan Hill, Mountain View and Pleasanton, offers a full array of innovative, custom-tailored business and personal banking services and products to the communities they serve.

TOPHeritage Bank of Commerce
www.herbank.com
387 Diablo Road
Danville, CA 94526
925-314-2882
Timothy A. White
Senior Vice President

Tim.white@herbank.com

Ireland San Filippo, LLP

Ireland San Filippo has been helping businesses improve their financial well-being, accounting and tax planning for over 30 years. While the Bay Area's landscape has changed significantly during that time, our dedication to providing audit, review, tax and business knowledge to privately-held organizations and their owners, key management and investors has remained the cornerstone of our practice. Locations in Fremont, Morgan Hill, San Mateo and San Jose.

Ireland San Filippo LLP
www.isfllp.com
44043 Fremont Blvd.
Fremont, CA 94538
510-770-1414
John Sensiba
Tax Partner

jsensiba@isfllp.com

1075 North Tenth St.
San Jose, CA 95112
408-286-7780
Karen Yang
Principal

kyang@isfllp.com

PG&E

Presidio Exchange Advisors

Presidio Exchange Advisors (PRESIDIO) is a nationwide securities brokerage firm specializing in investment real estate for the qualified and accredited investor. Distinctive in the marketplace for their focus on tenant-in-common (TIC) investments, PRESIDIO has been providing investors with replacement property solutions for 1031 exchanges since 2001.

Presidio Exchange Advisors
www.presidio1031.com
2950 Buskirk Avenue, Suite 300
Walnut Creek, CA 94597
866-811-1031
David Waal
Principal

dwaal@presidio1031.com

Randick O’Dea & Tooliatos LLP, Attorneys at Law

Our real estate practice encompasses all aspects of buying, selling, developing, managing and leasing of real property. The firm represents a broad range of clients concerning property development, high-end residences, commercial, office and industrial properties, shopping centers, mixed-use projects, country clubs and agricultural land. Our powerhouse real estate litigation department represents clients with contract disputes, construction defects, landslide and subsidence problems, title issues, broker issues, easement and boundary disputes, mechanics liens, land use and permitting problems, inverse condemnation claims, environmental contamination and unlawful detainer issues.

Our real estate transactional attorneys can provide effective and timely assistance in drafting purchase and sale agreements, real estate financing documents, leases, cohabitation and shared-equity agreements, property development agreements and construction contracts and sub-contracts. We can provide invaluable counseling throughout your project on specialized issues such as land use planning and permitting, and compliance with local, state, and federal environmental laws and regulations.  

Randick O'Dea & Tooliatos LLP
Attorneys at Law
www.randicklaw.com
5000 Hopyard Road, Suite 400
Pleasanton, CA 94588
925-460-3700 Contact:
Phillip G. Vermont
Partner

pvermont@randicklaw.com

Xchange Solutions, Inc.

Xchange Solutions is an independent 1031 exchange intermediary service, founded in 1996 by Kevin Hereford to provide the most professional and complete intermediary service in the industry.

Your facilitator can help you with local and national exchanges. Offices are located in San Jose, San Mateo and Santa Cruz, California, Reno, Nevada and Seattle, Washington.

Xchange Solutions is a member of the Federation of Exchange Accommodators, the largest national professional association providing 1031 education.

Xchange Solutions, Inc.
www.1031xsi.com
3031 Tisch Way, Suite 901
San Jose, CA 95128
800-410-1031
Brian Linhart
Regional Manager

brian@1031xsi.com

TOPQuestions? Call Janice Phalen at 925-425-9852 or e-mail info@ipesevents.org.

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