Thrive Exchange is a specialized real estate wealth management group that advises traditional wealth managers and family offices and high net worth individuals to optimize real asset investment holdings.

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About Us

Thrive Exchange is a real estate wealth management firm that advises high and ultra high net worth clients in the acquisition and ownership of directly owned passive real estate investments.  With industry experience dating back to 1982, Thrive Exchange has evolved to a practice with local, regional, and national focus that has trended at 70% tax deferred exchange volume and 30% new equity investments.  The firm is asset, location, and sector agnostic; each client requirement demands individual consideration and optimization.  Every client matters to Thrive Exchange and is given best practices superior attention.

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What We Do

We listen, we define and clarify, we coordinate your advisors and stakeholders, we strategize, we implement, we select and oversee your niche advisors, we convert active to passive, we identify buy side assets both on market and off market, we conduct and oversee due diligence, we secure financing, we manage transactions, and we monitor ongoing performance.

Portfolio Analysis & Optimization

Tax Deferred Exchange Advisory

Financial Analysis & Forecasting

Acquisition Process

  • In Depth Client Interview, Needs & Objectives Assessment
  • Strategic planning of investments to match objectives
  • Review and Selection of Evaluation of Tenant and Credit Ratings
  • LOI and Purchase Agreement Negotiations
  • Comprehensive Due Diligence Process Management
  • Lease & Sale Comps Analysis
  • Appraisal Review
  • Environmental, Title, and Insurance Assessment
  • Source and Manage Professional Third Party Resources in Due Diligence
  • Source Property and Asset Management

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Are You Being Sold or Are You Buying?

Listing brokers represent the seller, while most in today’s world attempt to ‘double end’ the transaction and guide the seller into an exchange asset.  The skillset to list and sell is markedly different than to identify and acquire.  The majority of listing agents don’t provide proactive information to assist buyers or buyer brokers, nor are they willing to educate buyers on the intricacies of potential acquisition candidates.

In our experience, listing brokers ‘learn on the job’ in representing their listing clients in buying assets.  A great buyer’s representative listens twice and speaks once, and assists the buyer to buy; there is no sales process involved.

85
Business Growth
467
Successful Investments
2435
Cases Completed

Ala Carte Service Offerings

Exchange Consultation

Evaluate Financial Standing of Investor

Evaluate Assets & Asset Diversification of Investor

Recommend Optimization Strategy

$2,500.00

Purchase Consultation

Evaluate Assets Under Consideration

Compare Against Alternatives

Recommend Optimization Strategy

$2,500.00

Acquisition Targeting

Define Target Sector, Locations, and Tenancies

Source Local, Regional, and National Prospects

Establish Timelines & Action Steps

$2,500.00

Get In Touch

California Real Estate Brokers License 01026828 & North Carolina Broker’s License #343392