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.


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.
Kilpatrick
& 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.
Heritage 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
Questions? Call Janice Phalen at 925-425-9852
or e-mail info@ipesevents.org.
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