PORTFOLIO OPTIMIZATION

Custom Portfolio Optimization Strategies for Commercial Investors in San Jose & Silicon Valley

At The Calvillo Group, we help investors unlock the full potential of their commercial real estate portfolios through tailored optimization strategies. Whether you're managing multiple assets or transitioning into more passive investments, our approach is designed to improve cash flow, reduce operational burdens, and align each asset with your long-term financial objectives.



From underperforming multifamily properties to aging retail or office holdings, we provide in-depth analysis and a clear, data-driven strategy to help you restructure your portfolio for greater efficiency, stronger performance, and sustainable wealth creation.

Strategic Evaluation & Asset Performance Review

The first step to optimizing your portfolio is understanding how each asset is truly performing. We analyze your existing properties to assess income, risk, market position, and future potential.

Our review includes:

• Net operating income (NOI) and cap rate analysis
• Lease structure and tenant risk evaluation
• Asset appreciation potential
• Expense and cash flow breakdown
• Risk tolerance vs. asset class alignment

We identify underperforming or management-heavy properties that may be costing you more than they're worth so you can redirect your capital where it performs best.

Transition Planning & Tax-Efficient Repositioning

Once we identify opportunities to improve your portfolio, we create a step-by-step plan to execute smart transitions. Whether that means selling outdated properties, using a 1031 exchange to defer taxes, or reinvesting into stable NNN lease assets, we manage the process from start to finish.

We help you:

• Plan property exits for maximum returns
• Reinvest tax-deferred through 1031 exchanges
• Replace active assets with passive income generators
• Balance asset types for diversification and cash flow
• Coordinate seamless buy-sell transactions

Our goal is to simplify your holdings while improving performance, giving you more freedom and better results.

Ongoing Advisory & Portfolio Growth Strategy

Portfolio optimization isn’t a one-time fix, it’s an ongoing strategy. We stay with you through each phase of your investment journey, adjusting recommendations as the market evolves and your goals shift. Whether you're growing your portfolio, preparing for retirement, or building generational wealth, we’re here to guide you.

Our ongoing support includes:

• Quarterly portfolio check-ins and updates
• Market trend reports and timing guidance
• Reinvestment strategies as new deals arise
• Passive income planning and wealth-building alignment
• Trusted advisory on lender, legal, and tax coordination

With The Calvillo Group, you’re not just managing assets, you’re building a legacy with purpose and precision.t