『The Ivy Group Podcast』のカバーアート

The Ivy Group Podcast

The Ivy Group Podcast

著者： Tim Vi Tran
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 For over 25 years, the Ivy Group has contributed to the thriving Fremont, CA, the Silicon Valley, and the greater San Francisco Bay Area with brokering all types of commercial real estate transactions, especially industrial properties, as their clients’ trusted advisors, consultants,CRE experts, agents with deep expertise and high integrity, as well as investors ourselves. We offer: Wide networks. Deep roots. Trusted connections. The IVY Group has a combined 100+ years of experience in every aspect of commercial real estate. In addition to the English language, our team can speak six additional languages: Spanish, Vietnamese, Hindi, Gujarati, Mandarin Chinese, and Cantonese. Very few commercial real estate brokers earned both the SIOR (Society of Industrial and Office Realtors®) and CCIM (Certified Commercial Investment Member) designations. There are only a handful of commercial real estate agents in the San Francisco Bay Area. Among thousands of licensed agents, our Founder & CEO Tim Vi Tran is the first Asian American in the entire San Francisco Bay Area to achieve both designations. We Deliver Results, “Above and Beyond’’. We Have Exclusive Property Listings for Sale and for Lease Our customized property listing platform can reach millions of views locally, nationally, and globally, bringing sellers and buyers together, and connecting landlords and tenants, to optimize your property search and provide the best match. We Are Also Investors & Developers In addition to being licensed real estate agents, we are also investors and developers. We “walk the walk.” We offer other perspectives from our technology and engineering backgrounds for every commercial property, to truly maximize your ROI. As a broker and agent, we are THE go-to commercial real estate expert in Fremont, CA. We are known as the top broker, as well as a trusted friend and advisor who always go above and beyond. As the gateway to Silicon Valley, Fremont, CA is rapidly expanding with technology companies in robotics, clean tech, solar, biotech, life science, EV, AI, cloud computing, eCommerce, logistics automation, software, IoT, and related manufacturing and distribution. The IVY Group offers in depth expertise about the real estate market in relation to technology (some brokers have engineering training and experience), as well as comprehensive and strategic financial insights in advising clients to capitalize on opportunities. The Ivy Group specializes in Industrial Properties, focusing on the following areas of industrial real estate: - Industrial real estate between 10,000 – 200,000 square feet - Advanced Manufacturing - Distribution Centers / Supply Chain Management - Flex space / Mixed Use - Logistics - Warehouses - Apartment complexes and Multi family buildings (10 - 100 units) - Low rise - Mid rise - High rise - Garden style - Office buildings (10,000 - 200,000 square feet) - Healthcare, dental & medical offices, private medical practices - Research and development (R&D) centers/facilities - IT companies, law firms, accounting firms, B2B services - Retail buildings (5,000 - 50,000 square feet) - Shopping centers - Strip malls - Restaurants - Recreation facilities The Ivy Group represents: - Sellers, - Landlords, - Owners, - Buyers, - Investors - Tenants, Renters - 1031 Exchange sellers and buyers Our Vision: Empower people and build communities through property ownership. When you need to sell, buy, or lease a flex space, the Ivy Group is ready to help you reach your goals with more than 100 years of combined experience and expertise in real estate, investment, technology and engineering. Contact us with your next real estate needs. Contact us: https://theivygroup.com/contact-us/ Copyright ©️ 2025 by Tim Vi Tran, SIOR, CCIM. All rights reserved.Copyright 2025 All rights reserved. 経済学
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  • 1031 Exchange for Commercial Real Estate Investment (pt 1 of 2): What, Why, When, How, Benefits and Risks_Tim Vi Tran_Episode 17, Season 1

    1031 Exchange for Commercial Real Estate Investment (pt 1 of 2): What, Why, When, How, Benefits and Risks_Tim Vi Tran_Episode 17, Season 1
    2025/10/02
    A plain-English walkthrough of how a 1031 Exchange lets commercial real estate investors defer capital gains taxes, keep more capital compounding, and reposition portfolios. We cover benefits, IRS timelines, identification rules, qualified intermediaries, and common pitfalls.

    In Part 1 of this two-part series, Tim Vi Tran explains how a 1031 Exchange can unlock tax deferral while strengthening cash flow and long-term returns. You will learn what qualifies as like-kind property, how the 45-day identification and 180-day completion windows work, and the three identification methods: 3 Property Rule, 200% Rule, and 95% Exception. We discuss when and why to trade up, diversify across asset classes or geographies, and how to coordinate with a qualified intermediary. We also outline risks that trip up investors, and preview Part 2 on “boot,” depreciation recapture, and estate and state tax considerations.

    • 1031 Exchange rules and timelines, qualified intermediaries, basis step-up, identification methods.

    • Related strategies referenced: cost segregation and bonus depreciation, estate planning coordination.

    Read it as a blog

    Watch it as a video (coming soon)

    Subscribe to our Newsletter

    Key Takeaways

    • 1031 Exchanges defer capital gains taxes when proceeds are reinvested into like-kind commercial property of equal or greater value.

    • Core benefits: tax deferral, portfolio growth, diversification, and estate planning advantages through potential basis step-up.

    • Non-negotiables: 45-day identification, 180-day completion, and use of a qualified intermediary.

    • Identification options: 3 Property Rule, 200% Rule, 95% Exception.

    • Risks include deadline pressure, intermediary and transaction costs, underperforming replacements, and possible policy changes.

    • Professional guidance is essential given the financial stakes.

    Who This Helps

    Commercial real estate owners, exchangers, family offices, and advisors evaluating asset sales, portfolio upgrades, or geographic diversification.

    What’s Next

    Part 2 covers “boot,” depreciation recapture, estate tax and state variations, and a step-by-step execution checklist.

    Considering a sale or portfolio repositioning with a 1031 Exchange as a lever? Contact The Ivy Group to map scenarios and timelines before you list.

    Disclaimer:

    General education only. Not tax, legal, or investment advice.

    When you need to sell, buy, or lease, the Ivy Group is ready to help you reach your goals with more than 100 years of combined experience and expertise in real estate, investment, technology and engineering. Contact us with your next real estate needs.

    Copyright ©️ 2025 by Tim Vi Tran, SIOR, CCIM. All rights reserved.
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    12 分
  • How The Ivy Group Represented a Repeat Client Five Times By Building Trust, Building Wealth_Episode 14, Season 1

    How The Ivy Group Represented a Repeat Client Five Times By Building Trust, Building Wealth_Episode 14, Season 1
    2025/09/06
    The Ivy Group proves that building trust leads to building wealth. This case study shows how client loyalty is earned through strategy, negotiation, and integrity.

    From industrial condos in Pittsburg, CA to a multi-unit industrial investment property in Oakland, commercial real estate broker Tim Vi Tran, SIOR, CCIM, represented the same client in five transactions Over five years —three purchases and two sales.

    What started with a simple tour in Newark grew into a trusted partnership that continues today. Proof that when you focus on people—not just properties—you build client loyalty, trust, and wealth that lasts.

    In their latest deal, The Ivy Group secured a 20% price reduction and seller credit while solving financing hurdles. The Oakland property allows the client to both run an e-commerce business and earn cash flow from long-term tenants.

    To read it as a 5-min blog

    To watch is as a 10-min video

    📌 Visit our website: https://theivygroup.com/

    📌 Subscribe to our newsletter: https://theivygroup.substack.com/

    When you need to sell, buy, or lease a commercial property, or simply want to have an investment consultation, the Ivy Group is ready to help you reach your goals with more than 100 years of combined experience and expertise in real estate, investment, technology and engineering. Contact us with your next real estate needs:https://theivygroup.com/contact-us/

    Copyright ©️ 2025 by Tim Vi Tran. All rights reserved.
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    11 分
  • How to be a dual agent for a multi-party, complex commercial property transaction_Hayward, CA_Tim Vi Tran_Episode 13, Season 1

    How to be a dual agent for a multi-party, complex commercial property transaction_Hayward, CA_Tim Vi Tran_Episode 13, Season 1
    2025/08/20
    The Ivy Group recently completed a complex, multi-party, dual agency sale in Hayward, California, involving a multi-tenant retail / office property and an adjacent vacant parcel. The deal required managing high expectations and reaching consensus among five owners of the same property on the seller’s side, two decision makers on the buyer’s side, fair and ethical dual agency representation of both the buyer and the sellers, and coordinating across more than 20 stakeholders — all while resolving decades old environmental contamination issues and building internal teamwork at the Ivy Group.

    This Hayward sale was a masterclass in dual agency, managing expectations, and high-level teamwork. Through meticulous communication, role clarity, and problem-solving, the Ivy Group kept everyone informed and on board, bringing the buyer and sellers together across a complex landscape of legal, financial, and emotional considerations — proving once again that expertise, trust, integrity, teamwork, and patience are essential in commercial real estate.

    To read it as a 5-min blog

    To watch is as a 16-min video

    📌 Visit our website: https://theivygroup.com/

    📌 Subscribe to our newsletter: https://theivygroup.substack.com/

    When you need to sell, buy, or lease a commercial property, or simply want to have an investment consultation, the Ivy Group is ready to help you reach your goals with more than 100 years of combined experience and expertise in real estate, investment, technology and engineering. Contact us with your next real estate needs:https://theivygroup.com/contact-us/

    Copyright ©️ 2025 by Tim Vi Tran. All rights reserved.
    続きを読む 一部表示
    16 分
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