Business Details
41 Years
experience
Expert Real Estate Brokerage for Investment Properties
Portfolio Properties has dedicated over 30 years to empowering clients through strategic real estate investments. Our expertise spans commercial and residential brokerage, property management, and tailored financing solutions. We specialize in 1031 tax-deferred exchanges, cashflow optimization, and creating customized investment strategies that align with individual financial goals. Our team of certified professionals delivers comprehensive market analysis, proprietary tools like Annual Property Operating Data (APOD) reports, and a national network of resources to maximize investment potential.With a focus on long-term wealth accumulation, we provide court-appointed receivership services, equity fund syndication, and innovative marketing materials to enhance property visibility. Our commitment to financial education and client-centric service positions us as trusted advisors in real estate investment.
Services
Commercial Real Estate Brokerage
Property Management
1031 Tax Deferred Exchange
Financing Solutions
Investment Consulting
Equity Fund Syndication
Court Appointed Receivership
Marketing Materials Creation
Cashflow Analysis
Tax Shelter Strategies
Details
- Year established: 1985
Highlights and features
- We offer 30+ years of experience in commercial real estate investment strategies
- Our proprietary APOD reports provide detailed financial analysis for investment properties
- Specialized 1031 tax-deferred exchange expertise to maximize investment returns
- ACME Maintenance provides licensed property maintenance services for managed assets
- The Deal Room offers personalized investment property selection with research tools
Associations and certifications
- CCIM
Services
Commercial Real Estate Brokerage
Our brokerage division specializes in commercial real estate transactions with over 28 years of experience. We provide comprehensive market analysis, deal structuring, and negotiation services for investment properties. Our team creates customized marketing materials including pitch decks and aerial drone footage to maximize property exposure and facilitate successful transactions.
1031 Tax Deferred Exchange
We specialize in 1031 tax-deferred exchanges to help investors preserve capital. Our experts guide clients through the complex exchange process while identifying replacement properties that align with investment goals. This service enables clients to defer capital gains taxes when reinvesting property proceeds.
Property Management
Our property management division handles day-to-day operations for multifamily, retail, and office properties. Services include tenant relations, maintenance coordination through ACME Maintenance, financial reporting, and value-add strategies. This comprehensive management approach ensures optimal property performance and investor returns.
Investment Consulting
We provide personalized investment consulting services that include cashflow analysis, portfolio strategy development, and market research. Our consultants create customized investment plans using proprietary tools like Annual Property Operating Data (APOD) reports to inform decision-making and maximize returns.
Financing Solutions
Our financing division specializes in commercial real estate loans and capital raising. We connect investors with appropriate financing options while providing detailed financial analysis. This service includes mortgage brokerage for investment properties and structuring capital solutions for large-scale transactions.
People
Dr. Mary Sawyer
CEO, Designated Realtor
Dr. Mary Sawyer, CCIM, is a recognized real estate expert with over 30 years of experience. She specializes in investment strategy, 1031 exchanges, and wealth creation through real estate. As a court-appointed receiver, she manages properties during foreclosure proceedings.
Kristina Sawyer
Vice President, Realtor
Kristina Sawyer brings extensive real estate experience to her role as Vice President. She focuses on client relations, investment property acquisitions, and portfolio development while maintaining active real estate licensing.
Richard Bowen
CFO
Richard Bowen, CPA, oversees financial operations and tax strategy development. His expertise in accounting and financial planning supports clients' wealth-building objectives through strategic real estate investments and tax optimization.
Daniel Holt
COO, Broker Associate
Daniel Holt manages daily operations while maintaining active brokerage services. With real estate licensing and management experience, he ensures smooth transaction processes and client service delivery.
Diana Cummings
Property Manager, Realtor
Diana Cummings handles property management operations and client property oversight. Her dual role as Realtor enables seamless transition between property management and brokerage services for client assets.
Questions
What real estate services does Portfolio Properties offer?
We provide commercial real estate brokerage, property management, 1031 exchange services, financing solutions, and investment consulting. Our proprietary tools include APOD reports and The Deal Room platform.
How does the 1031 exchange process work?
Our experts guide you through deferring capital gains taxes by reinvesting property proceeds into replacement properties that meet IRS requirements while aligning with your investment strategy.
What areas do you serve?
We primarily serve Bakersfield, Los Angeles, and San Diego areas in California, with national capabilities through our real estate network and investment partnerships.
How do you help investors build wealth?
We focus on cashflow-generating properties, tax optimization strategies, and long-term portfolio growth using proprietary analysis tools and personalized investment planning.
What is an APOD report?
Annual Property Operating Data (APOD) reports provide detailed financial analysis of investment properties, including income projections, operating expenses, and cashflow estimates to inform investment decisions.
Can you help with property management?
Yes, our property management division handles tenant relations, maintenance through ACME Maintenance, financial reporting, and value-add strategies for multifamily, retail, and office properties.
