Our Differentiator
What Is Different About Jeff - Purposeful Planning
During Jeff's 36 years of experience in helping people grow their wealth, he has developed a proprietary process he calls Purposeful Planning. His Purposeful Planning process allows him to demonstrate over and over that applying the key aspects of property selection and timing, whether you are selling or trading, produces superior results.
He creates a Purposeful Plan for each investor, by learning everything about their current financial and property situation. He makes sure he understands their goals. Then he explains what their Purposeful Plan includes. He does this step by step, concept by concept, always illustrating how each part of the plan is moving them closer to making their financial objectives reality.
Jeff consistently uses all of the advantages of real estate investment principles in his Purposeful Planning process.
- precisely timing moves from growth markets to cash flow markets
- maximizing leverage
- deferring capital gains taxes
- maintaining depreciation benefits
- significantly increasing rents and tenant quality with moderate capital improvements
- using financing which is widely under utilized in the industry
Jeff calls it Purposeful Planning. His clients call it, "Wow, look what I did!"
Who We Are
Background and Experience
Jeff Brown has spent most of his 36 years in the real estate industry helping investors meet their financial goals. Jeff specializes in creating a Purposeful Plan for each client, and then relentlessly pursues each plan’s execution.
He began his real estate career while a student, on the home side of the business. However, he soon realized his real passion was for creating and growing wealth. He also discovered the most reliable way to grow wealth is to consistently apply the basics he’s learned over the years.
The basics include tools such as tax deferred exchanges, installment sales, and more importantly, knowing when not to implement them. Even more crucial is the ability to use comparative analysis to demonstrate which approach is best for each client. For example, it might be a better approach tax wise for one client to exchange, but for his friend to take a sale and pay the capital gains taxes. The next person might be better off taking an installment sale. The next might be better served simply keeping their property, refinancing it, and buying more. There has been more than a few times when he's employed a combination of many or all of them for one client.
Knowing which tool or combination of tools to employ is based upon knowledge of the tax code, the predictable consequences of each approach, and the experience of having ‘been there and done that’. Fantastic results come from solid plans, relentless execution, and never violating the number one commandment: Thou shalt do all things on purpose. Jeff’s favorite result is the reactions he gets when calling clients to let them know they’re now net millionaires.
Maybe the most important lesson Jeff has learned is to base each client's Purposeful Plan on their individual situation and financial objectives.
Affiliations
Jeff is a member of the San Diego Board of Realtors, California Board of Realtors, the San Diego Multiple Listing Service, and the National Board of Realtors.