INVESTMENT ADVISORY

Strategic Commercial Real Estate Investment Advisory in San Jose & Silicon Valley

At The Calvillo Group, we provide personalized investment advisory services to help you make smarter, more strategic moves in commercial real estate. Whether you're planning a new acquisition, repositioning your portfolio, or evaluating long-term exit strategies, our team offers the financial insight, market intelligence, and hands-on guidance needed to grow with confidence.

Rooted in the San Jose, Silicon Valley, and greater Bay Area market, our advisory services are tailored to your unique investment goals, risk profile, and long-term vision for building wealth through commercial real estate.

Build a Smarter, More Profitable Real Estate Portfolio

At The Calvillo Group, we do more than buy and sell properties, we help clients build long-term real estate strategies that deliver cash flow, preserve capital, and create generational wealth. Our Investment & Advisory services are designed for commercial property owners and investors who want expert guidance in navigating today’s complex real estate landscape.

Whether you're looking to optimize an existing portfolio, reduce tax liability through a 1031 exchange, or transition into passive NNN investments, we offer customized strategies backed by data, financial modeling, and market insight.

No two investors are the same and neither are their portfolios. That’s why we begin with a one-on-one consultation to understand your goals, risk profile, and current holdings. From there, we build a personalized investment strategy designed to maximize returns, minimize exposure, and align with your long-term financial objectives.

Our investment planning includes:

• Portfolio review and asset performance analysis
• Buy-hold-sell strategy development
• Risk mitigation planning
• Cash flow and cap rate evaluation
• Short-term and long-term goal alignment
• 
  

Whether you're actively growing your portfolio or preparing for retirement, we make sure your real estate is working as hard as you are.

1031 Exchange & Tax-Deferred Strategy

One of our specialties is helping clients execute 1031 exchanges, a powerful strategy that allows you to defer capital gains taxes by reinvesting proceeds from a sale into like-kind properties. We guide you through every step of the exchange process, from identifying eligible properties to ensuring a smooth transition into your replacement asset.

We help with:

• 1031 exchange strategy and education
• Property identification within IRS timelines
• NNN and passive income property sourcing
• Closing coordination with accommodators
• Long-term wealth-building through reinvestment

With a focus on both compliance and opportunity, we make sure your exchange isn’t just a tax deferral, it’s a smart investment move.