“At the time I engaged Gene Berman to assist me in finding a few missing pieces to complete a 1031 Exchange, I was a busy real estate broker with a highly successful real estate office to run. Which was why I needed help with my exchange. Gene’s resourcefulness, using unconventional means of uncovering prospect properties, identified a terrific leased property in Auburn, CA. The tenant being Sutter Healthcare, made this a stable investment and therefore, a spectacular opportunity. I’ve bought and sold numerous properties before and since acquiring this trophy property. Yet to this day, this one remains in my portfolio. And to top it all off, since the purchase price of this property was so low, compared to the income it generated, I still needed to acquire one more property to consume the entire exchange equity. It was then that Gene offered to sell me one of his own commercial investment properties at just what he paid for it to enable me to complete this complicated exchange without any tax exposure. Later, when I needed to do a refinance of a property to obtain equity for another real estate purchase, it was FBOR that offered the best rates at the lowest cost. Talk about ‘full-service!’ I cannot imagine a broker doing anything more for a client than Gene Berman has done for me over the years. And I’m a real estate broker myself.”

D.D., Santa Rosa, CA