Providing dedicated service to our clients
Call Us: (949) 851-9099

Asset Management

asset-management2Pinnacle Real Estate (PRE) provides the highest level of service, experience and knowledge to our clients. Our goal is to successfully assist our clients in managing their real estate holdings and develop long term investment and income strategies. By using our experience and access to knowledge, we are able to research and complete a variety of different real estate projects for our clients.

Pinnacle Real Estate also participates in some portfolios as a managing member and investment partner. We contribute money and expertise to the investment portfolio and directly share in the risk and rewards of the investments. As a direct investor or responsible manager, we always act as if the property was our own and we were preserving income and capital for future generations.


  • Property management review and analysis
  • Budget preparation
  • Financial modeling and projection
  • Portfolio asset review and analysis
  • Negotiation and communication with tenants and vendors
  • Working with commercial and residential mortgage lenders on purchase and refinance opportunities
  • Evaluating properties and drafting “Broker Opinion of Values”


PRE has extensive experience in performing asset inventories and assessing the current valuation under market conditions.

Each review includes the following:

  • Project pictures and aerial
  • Assessor parcel map
  • Property management review
  • Current general market conditions for lease and sales
  • Comparable lease and sale information
  • Competitive building survey
  • Income and Expense analysis
  • Partial List of Clients

    • Stanley Electric Sales of America
    • Cathay Bank
    • American Savings and Home Savings of America
    • Black and Decker Corporation (Kwikset)
    • Burlington Coat Factory
    • CJ Wang Family Trusts
    • DSI Self Storage Facilities
    • Hoag Memorial Hospital Presbyterian
    • L & L Hawaiian Barbecue Restaurants
    • La Salsa Fresh Mexican Grill
    • Matsushita Electric Company of America (Panasonic)
    • Mitsubishi Electronics
    • Nationwide Life Insurance
    • Newsong Community Church of Orange County
    • Prudential Realty Group
    • Sanwa Bank and Trust
    • Steadfast Companies
    • Tokai Bank
    • Washington Mutual
    • West Coast Clinical Trials
    • William Lyon Homes