投資買賣Investment Sales
Nobody wakes up wanting to sell.Something changes first.
Most commercial owners don't decide to sell — circumstances decide for them. A loan comes due in a different rate environment. A long-time tenant goes dark. Partners want different things. The next generation doesn't want to operate what the last generation built. The question underneath all of it is the same: what is this building actually worth, and is now the time?
Investment sales starts with answering that question honestly — including when the honest answer is “keep it.”
What the work covers
The engagement, piece by piece
01
An opinion of value you can defend
Income approach against your actual leases — not pro forma rents. Sales comparison against closed trades — not asking prices. And a land-value check underneath both, so an aging building on a strong corner is never priced below its own dirt. You see the work, not just the number.
02
Hold, sell, or restructure — modeled
Sale proceeds after debt and costs, versus what the asset returns if you keep it, versus what a refinance or a re-tenanting could unlock. Three columns, your numbers, your decision.
03
1031 exchanges, planned backwards from the calendar
If you're trading rather than cashing out, the 45-day identification and 180-day closing windows are unforgiving. The exchange calendar — and the replacement-property search — gets planned before the listing goes live, not after escrow opens. Annie coordinates the moving parts with your CPA and qualified intermediary; the tax calls are theirs, not hers.
04
Broad market or quiet process — the trade-off, stated
A full marketing process finds the deepest buyer pool. A quiet, targeted process protects tenants, employees, and family privacy — and sometimes accepts a lower ceiling in exchange. Neither is free. Annie will tell you what each costs and let you choose.
05
Escrow managed like the deal depends on it
Due diligence, estoppels, loan payoff coordination, and buyer financing tracked date by date. When commercial escrows fall apart, it is usually neglect in the middle — not drama at the end.
Straight talk
Sometimes the answer is don't sell
If the math says the building serves you better held — because of the tax bill, the debt you'd be walking away from, or income you can't replace at today's prices — you'll hear that, in writing, even though it means no commission. The modeling is a broker's read, not tax or legal advice; the final tax picture belongs to your CPA. An owner told the truth this year calls back in the year the answer changes.
In Annie’s words
What you'll hear from me
If the math says keep the building, that's what you'll hear — in writing. I'd rather lose a commission than sell a building that was serving you better held.
An owner I've told the truth this year is an owner who calls back the year the answer changes.
— Annie Liu Williams · DRE# 02147335
Across four property types
Office · Medical Office · Industrial · Retail
Start the conversation
Thirty minutes, no paperwork
The first conversation — and the written read that follows it — is free and yours to keep. The engagement above begins only if you choose to proceed.
Annie Liu Williams | CA DRE# 02147335
Vismar Corporation | CA DRE# 02004333