Private clients & family offices
One broker. Institutional analysis. California-wide execution.
For families and family offices holding California residential assets, we act as a single accountable principal: acquisition and disposition, investment analysis built to banking standards, 1031 coordination with your advisors, and in-house property management. Broker-led, discreet, and reported the way your other managers report.
Acquire & dispose
On- and off-market, statewide
Analyze
Underwriting, keep-or-sell, 1031 paths
Manage
In-house PM with owner reporting
Request a portfolio conversation.
A 30-minute call with Jay Montenegro, broker and former corporate banking officer. Bring one asset; leave with the math on it.
Jay Montenegro, Broker, CA DRE #01469393
Montenegro Group Real Estate, CA DRE #02066002
Do the math first.
The plan is free, it's yours to keep, and some people who get it decide not to sell. That's the point.
or call (858) 434-8008