Background and Experience
Jeff Brown has spent most of his 41 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. He’s learned first hand at the feet of many of the iconic Old School real estate investment pros. He’s also successfully completed all classes/subjects offered by CCIM — the gold standard for real estate investment brokers.
The basics include tools such as tax deferred exchanges, installment sales, plus other strategies allowed by the IRC. More importantly, knowing when not to implement any particular tool or strategy. 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, flexibility, and never violating the number one commandment: Thou shalt do all things on purpose. Some of Jeff’s favorite results are the reactions he gets when calling clients to let them know they’re now net millionaires, or Mom can quit her job to raise the kids, or the best — you can give your two weeks notice — it’s time to retire.
Maybe the most important lesson Jeff has learned is to base each client’s Purposeful Plan on their individual situation and financial objectives. When it comes to retirement there are no cookie cutter approaches.
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.
He also writes the vast majority of posts for BawldGuy Talking, his own real estate investment blog. He’s a longtime contributor to Bloodhound Blog, a real estate and hi-tech blog, and BiggerPockets Blog, a membership type real estate site/blog.
