Tim Vi Tran, SIOR, CCIM, often hears clients asking about if they should invest in a residential home that can be rented out as AirB&B or to a tenant, or in a commercial real estate, in the greater San Francisco Bay Area, Silicon Valley, and Fremont.

In one column (residential): 12-month lease, a single rent check to cover every owner expense, frequent move-outs, and growing regulatory pressure on rental housing.

In the other (commercial): 3–5-year lease with automatic annual rent increases, triple-net reimbursement of taxes and operating costs, and a tenant base that treats rent and repairs as business expenses.

He walked the investor through each line: lease terms, turnover, rent control, operating expenses, financing, tenant behavior, and long-term value.

The numbers told one story. The real turning point came from a different set of questions:

• How involved do you want to be as a landlord, month after month?
• Whose cash flow should really carry surprise repairs and upgrades—you or your tenant?
• If you can afford to be patient, what kind of tenant can you attract, and how does that change the building’s value?

In the full case study, you’ll see how those answers led away from a single-family rental and toward a Newark industrial property leased to a $25 billion public company, through a deliberate “bridge” tenant, disciplined underwriting, and a tenant-selection process shaped by Tim’s own experience as both residential and commercial landlord.

👉 To learn more, you can access, for a small fee, case studies: https://theivygroup.com/course-category/property-site-selection/👉 Subscribe to The Ivy Group newsletter: https://theivygroup.substack.com/📩 Contact The Ivy Group: https://theivygroup.com/contact-us/

About The Ivy Group The Ivy Group specializes in commercial sales, leasing, and investment advisory across Fremont, Silicon Valley, and the Greater Bay Area. With over 100 years of combined experience, expertise and designations including SIOR and CCIM, The Ivy Group provides strategic guidance for complex transactions in commercial real estate. When you need to sell, buy, or lease, The Ivy Group is ready to help you reach your goals. Contact us with your next real estate needs.

To read it as a 15-min blog

To watch it as a 22-min video

🔗 Read the full article: “Why Investing in Commercial Real Estate to Diversify Your Investment Portfolio” on The Ivy Group website: https://theivygroup.com/why-investing-in-commercial-real-estate-to-diversify-your-investment-portfolio-tim-vi-tran/

👉 To learn more, you can access, for a small fee, case studies: https://theivygroup.com/courses

👉 Subscribe to The Ivy Group newsletter: https://theivygroup.substack.com/

📩 Contact The Ivy Group: https://theivygroup.com/contact-us/

- You own a specific asset in a specific market

- You choose the tenant profile and lease structure

- You control the business plan: rents, improvements, debt, and exit

- Longer lease terms and built-in rent increases

- Tenants who often pay many operating expenses

- Potentially steadier cash flow over a 10–20 year horizon

CRE asset types: industrial, flex, warehouse, office/R&D, retail, and multifamily

- Ideal focus: markets you truly understand (Fremont, Silicon Valley, Greater Bay Area)

A well-leased industrial or flex building can become a long-term compounding engine in a portfolio that also holds traditional financial assets—especially with the right advisory team.

At The Ivy Group, we help high-income professionals, business owners, and family trusts:

- Evaluate opportunities in Fremont and the Greater Bay Area

- Acquire and reposition commercial assets

- Align investment decisions with long-term wealth, tax, and legacy goals

🔗 Read the full article: “Why Investing in Commercial Real Estate to Diversify Your Investment Portfolio” on The Ivy Group website: https://theivygroup.com/why-investing-in-commercial-real-estate-to-diversify-your-investment-portfolio-tim-vi-tran/

👉 To learn more, you can access, for a small fee, case studies: https://theivygroup.com/courses

👉 Subscribe to The Ivy Group newsletter: https://theivygroup.substack.com/

📩 Contact The Ivy Group: https://theivygroup.com/contact-us/

The Ivy Group specializes in commercial sales, leasing, and investment advisory across Fremont, Silicon Valley, and the Greater Bay Area. With over 100 years of combined experience and designations including SIOR and CCIM, The Ivy Group provides strategic guidance for complex transactions in commercial real estate. 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. Contact us with your next real estate needs.

All information shared here in this article, and in all blogs, case studies, and courses offered by The Ivy Group are for general education only, not as tax, legal, or investment advice. Please seek professional advice from tax, accounting, legal, and other professionals.

Copyright © 2026 by Tim Vi Tran, SIOR, CCIM. All rights reserved.

To read this as a 1-min blog

To watch it as a 2-min video

In this episode, Tim Vi Tran, SIOR, CCIM,

To learn more, you can access, for a small fee, detailed case study here: 👉 https://theivygroup.com/course-category/cre-strategies-tactics/

👉 Subscribe to The Ivy Group newsletter: https://theivygroup.substack.com/ 📩 Contact The Ivy Group: https://theivygroup.com/contact-us/

About The Ivy Group The Ivy Group specializes in commercial sales, leasing, and investment advisory across Fremont, Silicon Valley, and the Greater Bay Area.

Commercial real estate deals require expertise across investment strategy, financing, negotiation, taxes, legal structure, and portfolio alignment. With more than 100 years of combined experience, and designations including SIOR and CCIM, The Ivy Group provides strategic guidance for complex 1031 Exchanges and commercial real estate transactions. When you need to sell, buy, or lease, The Ivy Group is ready to help you reach your goals. The Ivy Group is ready to support your next purchase, sale, or lease.

📩 Have a real estate need or question? Contact The Ivy Group.

All information in this episode, and in related articles, blogs, courses, and case studies, is intended for general education only and not as tax, legal, or investment advice. Always consult licensed tax, legal, accounting, and financial professionals before taking action.

Copyright © 2025 by Tim Vi Tran, SIOR, CCIM. All rights reserved.

This intro to a full case study shows two important gems of wisdom: When representing a landlord to find a tenant for a commercial property for lease, what questions you need to first ask the LANDLORD? And how do you earn the trust of a seasoned real estate developer?

In the full case study, you’ll see how:

• A long term relationship, built slowly through Rotary and community involvement, led a veteran developer to leave a national brokerage and “give Tim a chance.”
• A seemingly perfect restaurant prospect was passed over in favor of an unlikely tenant type—and why that choice better served John’s legacy goals.
• The Ivy Group turned a former convenience store into a stable, low-maintenance income producing asset.
• Tim’s people-first, curiosity-driven process, shaped by his own immigrant life story and values, translated directly into trust, referrals, and long-term financial results.

If you’ve ever wondered how top investors choose who to trust, and why some small buildings end up becoming multi-generational assets, this behind-the-paywall case study pulls back the curtain on the human side of commercial real estate.

👉 To learn more, you can access, for a small fee, case studies: https://theivygroup.com/course-category/cre-strategies-tactics/👉 Subscribe to The Ivy Group newsletter: https://theivygroup.substack.com/📩 Contact The Ivy Group: https://theivygroup.com/contact-us/

About The Ivy Group The Ivy Group specializes in commercial sales, leasing, and investment advisory across Fremont, Silicon Valley, and the Greater Bay Area. With over 100 years of combined experience, expertise, and designations including SIOR and CCIM, The Ivy Group provides strategic guidance for complex transactions in commercial real estate. When you need to sell, buy, or lease, The Ivy Group is ready to help you reach your goals. Contact us with your next real estate needs.

To read this as a blog

To watch it as a video

In this episode, Tim Vi Tran, SIOR, CCIM, breaks down how different types of boot—cash, debt relief, and non–like-kind property—are taxed, why depreciation recapture and capital gains are treated differently, and how the order of taxation affects what you keep in your pocket. You’ll hear practical scenarios for Bay Area commercial real estate owners, when to avoid boot to maximize deferral, when taking boot can improve portfolio fit or liquidity, and a simple “2/3 rule of thumb” for estimating after-tax cash. We’ll also walk through a pre-, during-, and post-exchange checklist so you can better coordinate with your qualified intermediary, CPA, and legal team.

To learn how these strategies play out in real-world deals, you can access, for a small fee, detailed case studies here: 👉 https://theivygroup.com/course-category/deal-structure-1031-exchange/

👉 Subscribe to The Ivy Group newsletter: https://theivygroup.substack.com/ 📩 Contact The Ivy Group: https://theivygroup.com/contact-us/

About The Ivy Group The Ivy Group specializes in commercial sales, leasing, and investment advisory across Fremont, Silicon Valley, and the Greater Bay Area.

Commercial real estate deals require expertise across investment strategy, financing, negotiation, taxes, legal structure, and portfolio alignment. With more than 100 years of combined experience, and designations including SIOR and CCIM, The Ivy Group provides strategic guidance for complex 1031 Exchanges and commercial real estate transactions. When you need to sell, buy, or lease, The Ivy Group is ready to help you reach your goals. The Ivy Group is ready to support your next purchase, sale, or lease.

📩 Have a real estate need or question? Contact The Ivy Group.

All information in this episode, and in related articles, blogs, courses, and case studies, is intended for general education only and not as tax, legal, or investment advice. Always consult licensed tax, legal, accounting, and financial professionals before taking action.

Copyright © 2025 by Tim Vi Tran, SIOR, CCIM. All rights reserved.

To watch this short intro as a 2-min video

Access full case studies for a small fee.

Access detailed case studies for a small fee: https://theivygroup.com/course-category/cre-strategies-tactics/

Commercial real estate deals require expertise across investment strategy, financing, negotiation, taxes, legal structure, and portfolio alignment. With more than 100 years of combined experience, The Ivy Group is ready to support your next purchase, sale, or lease.

📩 Have a real estate need or question? Contact The Ivy Group.

All information in this episode, and in related articles, blogs, courses, and case studies, is intended for general education only and not as tax, legal, or investment advice. Always consult licensed tax, legal, accounting, and financial professionals before taking action.

Copyright © 2025 by Tim Vi Tran, SIOR, CCIM. All rights reserved.

In Part 1, we explored how savvy investors use the 1031 Exchange as a tax deferral tool and why the step-up in basis can eliminate capital gains and depreciation recapture when transferring property to heirs.

This episode continues the conversation by unpacking two major topics investors often overlook: how estate taxes interact with inherited 1031 properties, and how boot tax is triggered when exchange proceeds aren’t fully reinvested.

To read it as a blog

To watch it as a 16-min video

Interested in learning how these rules apply in real, complex scenarios? Access case studies for a small fee to see real-world applications of 1031 Exchange rules, timing, and structuring.

In this breakdown, you’ll learn:

• The difference between the step-up in basis for income tax and how federal and state estate tax rules apply

• Why some states impose additional estate or inheritance taxes with lower exemption thresholds

• What happens when less than 100 percent of proceeds in a 1031 Exchange are rolled forward

• The three primary sources of boot: cash boot, debt boot, and non-like-kind property

• When closing costs absorb potential boot versus when they trigger taxable boot

• How taxable gain is calculated, including depreciation recapture vs. capital gain

• Real examples showing the math behind recognized gain, deferred gain, and basis in the replacement property

• Why sometimes intentionally taking boot can be the smarter strategic move

In the final episode of this mini-series, we’ll answer:

1. How the IRS prioritizes ordinary income tax, capital gain, cash boot, debt boot, and non-like-kind property

2. Why boot isn’t automatically negative, and when it can be part of a strategic acquisition approach

Real estate investing isn’t just about knowing the rules. It’s about applying them to transactions with moving deadlines, changing numbers, and evolving goals. Just like learning a sport, understanding the playbook isn’t enough. Execution matters.

If you’d like to see how these rules play out in real-world transactions, you can access detailed case studies for a small fee.

Commercial real estate deals require expertise across investment strategy, financing, negotiation, taxes, legal structure, and portfolio alignment. With more than 100 years of combined experience, The Ivy Group is ready to support your next purchase, sale, or lease.

📩 Have a real estate need or question? Contact The Ivy Group.

All information in this episode, and in related articles, blogs, courses, and case studies, is intended for general education only and not as tax, legal, or investment advice. Always consult licensed tax, legal, accounting, and financial professionals before taking action.

Copyright © 2025 by Tim Vi Tran, SIOR, CCIM. All rights reserved.

In this real case study, (👉 Access the full article and video (small fee): https://theivygroup.com/course-category/property-site-selection/) Tim Vi Tran, SIOR, CCIM breaks down how negotiation discipline and market timing turned inherited challenges into long term gains. The transaction closed $100K over asking, overcame environmental unknowns, competitive bids, and even a late-stage legal surprise.

If you own inherited or aging commercial real estate, the FULL case study demonstrates what’s possible with the right approach.

Get the full playbook, including negotiation logic, environmental strategy, and the exact 1031 execution process:

👉 Access the full article and video (small fee): https://theivygroup.com/course-category/property-site-selection/ 👉 Subscribe to The Ivy Group newsletter: https://theivygroup.substack.com/ 👉 Contact us: www.TheIvyGroup.com

Your portfolio can shift, scale, and strengthen with the right strategy.

The Ivy Group | Commercial Properties, Above & Beyond.

The Ivy Group specializes in commercial sales, leasing, and investment advisory across Fremont, Silicon Valley, and the Greater Bay Area. With over 100 years of combined experience and designations including SIOR and CCIM, The Ivy Group provides strategic guidance for complex transactions in commercial real estate.

Copyright © 2025 by Tim Vi Tran, SIOR, CCIM. All rights reserved.