Services of West Coast Investment Realty, Inc.


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The company has, since 1994, been oriented towards developing repeat business relationships with its clients in the sales and acquisition of investment real estate.

Seller Representation: West Coast's primary focus continues to be the representation of Seller's in the sale of investment property. Why? If the company succeeds in selling a client's property at a price and terms that meet the client's investment objectives, more than likely the client will enlist the company's help in finding as well as acquiring a replacement property investment. Both the client and the company benefit from the relationship because the client knows the company has its long term positive investment results in mind, and the company knows it can rely on the client's loyalty from the first sale to the completion of the acquisition of future sales.

BUYER REPRESENTATION:
Thecompany's buy-side representation has been the result of referrals from out of area brokers, other clients and other sources of referrals including CPA's and real estate attorneys. Representing Sellers for whom the company has completed a sale transaction continues to be the other source of West Coast's buy-side transactions.

CLIENT PROFILE:
WestCoast's clients vary by product type, but the majority of the company's clients are private investors.

TAX DEFERRED EXCHANGE:
Manyof the company's clients are utilizing the I.R.C. Tax Deferred Exchange mechanism, as regulated by the Federal government, in order to dispose of one investment and reinvest in a larger investment property while deferring the capital gain tax to a future date. The Principals of West Coast do not give any tax advice to their clients, but can refer all clients' questions regarding the tax deferred exchange process to Block & Gaunce, CPA's, Solana Beach, California. In addition the company's Principals encourage their clients to use a financially stable and strong exchange accommodator to hold a client's exchange proceeds in order to avoid any risk with these funds prior to reinvestment.

CONSULTING:
Thecompany provides opinion of value analysis and related advisory work for clients on a fixed fee or hourly basis. Typically if this service results in an exclusive assignment to represent a Seller or Buyer these fees are waived or reduced.

BROKER AFFILIATES:
As veterans of many years in the investment real estate brokerage business West Coast's Principals have developed affiliations in other Western states with experienced, reliable investment brokerage companies. This allows West Coast's clients to rely on the company to serve each client's needs in other Western state beyond the three states in which West Coast is licensed and maintains offices.

Geographic Focus: Through its own network of offices and real estate organization licenses in California, Oregon and Washington, the majority of the company's annual transaction volume is in these three states. Product Types: As the investment real estate arena began to mature in the mid-1990's and as electronic access to volumes of Market Information became readily available, product specialization became more important. West Coast recognized this trend and chose to focus on a few product types with which the Principals had seasoned knowledge and experience. Today the company's emphasis is on the following product types: Hospitality: While David Caldwell has completed many hotel and restaurant transactions during the past 12 years since West Coast began, with the addition of Senior Vice Presidents Frank Eng and Jerry Levy the company has taken its focus on hotel and restaurant transactions to a much higher level in terms of experience and transaction volume. Frank Eng has completed between 10-15 hotel transactions each year since 1999. Jerry Levy has used his 30 years in the food and beverage business to provide West Coast's hospitality clients with the highest level restaurant consulting and brokerage services available in the Western states. Retail: The firm has a solid track record of selling retail shopping centers for its clients, and David Caldwell has been successfully selling retail properties on the west coast since 1987. Jerry Levy has a loyal client base that relies on his expertise in consulting, leasing and investment sales of retail properties across the Western states with primary emphasis on Southern California. Office and Industrial: David Caldwell began his investment property sales career by completing the sale of 2 Class A office buildings in 1988 valued at $25Million, a number that would be in excess of $50Million today. In 1993 Caldwell lead a team of brokers that completed the sale of a large business park in Portland, Oregon at a total value of $44Million. A portion of the same business park was sold in the last three years at a higher value. Development Land: With the company's focus along the west coast in states that have significant land use constraints and barriers to entry, the firm has taken on exclusive assignments to market development sites for owners wishing to redeploy the value in vacant land into income producing properties. While the entitlement process can be long and arduous the company works hard to protect its clients from being "tied up" for extended periods of time with little or no financial commitment from developers desiring to acquire and develop the clients' land.