Client Success Stories & Case Studies — Greater Phoenix Real Estate

This client completed a 1031 exchange from California into Arizona, repositioning a $2M multifamily asset into two single-family rentals in Vistancia, Peoria, AZ. While the California property generated solid rent, high taxes, insurance, and tenant-friendly laws limited efficiency. The Arizona strategy delivered stronger cash flow, lower operating costs, and reduced risk.

California → Arizona Portfolio Shift

• Sold $2M California multifamily
• ~$3,500/month net per owner and ~$20,000/year in property taxes

• Two Arizona rentals under $1M total
• ~$4,500/month combined rent and ~$5,000/year total property taxes

This win highlights why investors are moving capital to Arizona’s more owner-friendly markets. Same capital. Smarter deployment. Better outcome.

This client secured a fully furnished, turn-key short-term rental using precise timing, strong negotiation, and a clear end-of-year tax plan. The goal wasn’t just to buy an STR — it was to acquire a ready-to-perform asset that qualified for bonus depreciation while minimizing upfront risk.

Deal Highlights

• $170,000 BELOW list price
• ALL furniture and contents included
• Seller paid ALL closing costs
• Brand-new roof paid by seller
• New multi-panel slider for indoor/outdoor living

By moving early, we capitalized on a seller ready to exit STR operations — creating leverage that translated into exceptional terms. This win reinforces a simple truth: STRs still work when approached strategically.

Right property. Right timing. Right plan.

This luxury estate in Peoria featured a 22-ft rolling glass wall, a $250K resort-style backyard, a massive 2,900+ sq. ft. RV garage, and a 30kW owned solar system providing zero electric bills. The sellers were long-time clients preparing to relocate back to the East Coast and needed a top-dollar sale despite two challenges: the home was one of the smaller properties in the neighborhood and backed to a busy road. Its energy efficiency, rare RV amenities, and high-end upgrades made it ideal for lifestyle-driven buyers seeking value and low long-term operating costs. The home attracted strong demand and ultimately closed all-cash at $1,550,000.

Targeted Marketing

25 private showings, all buyers vetted and pre-approved

Multiple offers, no seller concessions, strong interest even under contract

These buyers relocated from Texas to Surprise, AZ to be closer to their kids and grandkids, prioritizing lifestyle as much as the home itself. They chose Sterling Grove, one of Arizona’s premier gated, resort-style communities known for its championship golf course, parks, trails, and private country club. The goal: build a stylish, timeless Toll Brothers home without overspending. Through smart, intentional design-studio selections — including bold dark slate quartz counters — they achieved a high-end look while staying well under the typical $1M+ closing prices seen throughout the neighborhood.

This win shows how thoughtful planning, strategic design choices, and expert guidance can deliver significant value in high-demand, luxury new-construction communities. In Surprise, AZ — especially Sterling Grove — buyers can still achieve a premium lifestyle and beautiful home without exceeding budget when the build strategy is intentional from day one.

These buyers wanted to live in Scottsdale or North Phoenix, but rising prices made the monthly payments feel out of reach. To solve this, we pivoted to a multi-unit strategy, securing a property with a main unit for personal use plus two rentable spaces. Without major renovations or heavy investment, they created multiple income streams, allowing them to live in a prime location while dramatically reducing their monthly housing cost.

Multi-unit home with main residence + guest house + detached office

Guest house and detached office can lease for $3,300/month = Effective housing cost: $1,700/month (vs. $5,000 mortgage)

In competitive markets, multi-unit strategies can turn high-cost areas into financially viable opportunities. This win shows how income-producing solutions can reduce payment pressure, build equity faster, and unlock locations that most buyers assume are out of reach.

This first-time buyer in Surprise, AZ approached the process with a clear goal: secure a home with long-term upside, strong rental potential, and immediate financial leverage. We locked in a brand-new home in a gated, resort-style community, becoming only the second closing in the entire neighborhood.

Because we moved early and strategically, she secured pricing and incentives that are already outperforming the market. With a 4.25% fixed rate, closing costs paid, backyard landscaping included, and instant equity on day one, this home positions her not only as a homeowner but as a future investor ready to build wealth in the West Valley.

In the rapidly growing Surprise market, early-phase new construction remains one of the most reliable ways to secure equity, below-market pricing, and future cash-flow potential. This win shows how first-time buyers can use timing, incentives, and strategy to step into homeownership and position themselves for long-term investment success, even in a competitive market.

This was a big win for clients relocating from Nebraska to Waddell, Arizona. They initially wanted a resale with a pool and a 3-car garage or RV parking, but after touring several homes, the same issues kept appearing—aging roofs and HVAC systems, dated layouts, and backyards needing costly updates.

So we stepped back and compared total cost of ownership, not just purchase price. That’s when new construction in Waddell, AZ clearly stood out. With no major repairs for 15–20 years, an RV garage that eliminated storage costs, builder incentives that helped offset a future pool, instant equity with similar RV-garage homes closing about $25K higher, and a smooth timeline while selling in Nebraska, the decision became clear.

The result was a new construction home in Waddell, AZ that provides long-term stability, includes an RV garage, and made their relocation seamless—while still checking every box they wanted.

Not every real estate decision is measured by appreciation. Sometimes, the smartest move is the one that clears the path for what’s next.

I recently worked with clients in Anthem Country Club who made the difficult decision to sell their home. From the outside, the timing may have seemed less than ideal. Over the past three years, many homes in the area saw little appreciation, and some even declined. Yet through thoughtful pricing, strong marketing, and a clear strategy, their home sold for the highest price in Anthem Country Club for a property of its size, without recent upgrades and without hillside or mountain preserve premiums.

This sale is a reminder that success in real estate isn’t always about catching the top of the market. It’s about aligning property decisions with life plans. In this case, selling created flexibility, liquidity, and the freedom to step into their next chapter.

This was a strong win for clients purchasing a condo in Scottsdale, referred by a trusted partner in Hawaii, with the goal of securing a home for their daughter that also made sense as a long-term investment near the Mayo Clinic. Inventory was tight, and many options either felt overpriced or lacked flexibility. Rather than rushing, we stayed patient and focused on value, location, and future optionality. That approach led us to a fully updated, move-in-ready Scottsdale condo in the low $400s, close to work and well-positioned for resale and rental demand.

Through strategic negotiation, we secured the property over $30,000 below list price (about 8%), and the sellers included all furniture, appliances, décor, and even a Nespresso machine, making it a true turn-key purchase with immediate equity. The result is a Scottsdale condo that works today as a home and tomorrow as an investment, offering built-in flexibility to sell for a profit or convert to a rental with positive cash flow, exactly how a smart purchase should be structured.

This was a major win for a client seeking a high-performing short-term rental investment in the Palm Valley area of Goodyear, with the clear goal of securing a property that could generate immediate income while offering long-term appreciation. Rather than guessing on location or navigating STR regulations blindly, we focused on STR-friendly golf course communities where demand, guest appeal, and compliance all align. That strategy led us to a fully remodeled 5-bedroom, 2.5-bath home on nearly a ¼-acre lot, now LIVE and ready for bookings.

Through strategic negotiation, we secured the property at a strong value, positioning the client for cash flow from day one. With owned solar, a heated pool and spa, luxury finishes, quartz countertops, new appliances, a 3-car garage, and an RV gate, the home is completely turnkey and designed to attract year-round vacation demand.

The result is a Palm Valley vacation rental that offers immediate income, long-term equity growth, and multiple exit options, exactly how a smart STR investment should be structured.

This was a strong 1031 exchange win for an investor redeploying capital into a high-growth rental market in North Phoenix, with the goal of deferring capital gains and improving long-term performance.

Rather than simply replacing one property with another, we focused on where growth is headed, targeting the expansion corridor near TSMC. That strategy led us to Union Park at Norterra, one of Phoenix’s most desirable master-planned communities.

We secured a 3-bedroom, 2.5-bath home (2,567 sq. ft.) $110,000 below list price, creating immediate equity inside the 1031 exchange. The property is located just 15 minutes from TSMC and offers projected rents of $3,100–$3,500 per month, supporting strong cash flow. With premium amenities including a 5,500 sq. ft. rec center, resort-style pool, parks, and sports courts, this investment delivers exactly what a 1031 exchange should: tax deferral, stronger rental demand, and long-term appreciation.

This was a strategic win for a homeowner selling in Verrado who didn’t want to miss their opportunity to buy a dream home in Sedella—a gated community in Goodyear.

Despite strong showing activity, solid pricing, and great presentation, the Verrado home lost out seven times to nearby new-construction incentives. Waiting longer risked losing the Sedella property they truly wanted, so instead of staying stuck, we adjusted the strategy.

We used a short-term bridge loan to access equity from the Verrado home, allowing them to buy first without a contingent sale. Once the Verrado property sold, the proceeds were used to pay off the bridge loan, followed by a mortgage recast—reducing the loan balance and monthly payment while keeping their existing interest rate.

The result: they secured their gated Sedella home on their timeline, avoided rushing a sale, and moved forward without giving up favorable loan terms—proof that the right financing strategy can create flexibility when timing doesn’t line up perfectly.

These first-time buyers wanted a home in Mesa that worked for today and gave them options for the future. Instead of limiting the purchase to lifestyle alone, we targeted a property in Dobson Ranch—one of the few Mesa communities with no rental restrictions.

By securing an updated pool home below list price, they now have the flexibility to live in the home or convert it into a long-term, mid-term, or short-term rental as their goals evolve.

Updated single-family home with remodeled pool
No HOA rental restrictions
Eligible for long-, mid-, or short-term rental use

3% below list price + seller-paid roof + 21-day close

This win shows how choosing the right neighborhood—and structuring the deal correctly—can turn a first home into a flexible, investment-ready asset.

These buyers relocated from San Diego to Surprise to reduce their cost of living and bring their retirement timeline forward. Instead of staying in a high-cost California market, they chose a growing Surprise community offering space, outdoor access, and long-term value.

They purchased a brand-new construction home with a modern, open layout and a blank-canvas backyard ready for a future pool and outdoor entertaining. Trails and recreation sit just outside the community, with shopping and dining continuing to expand nearby.

The key win came during negotiations. We secured the home 12% below the builder’s list price. Combined with equity from their California sale, this allowed them to buy a larger, newer home, lower monthly expenses, and retire years earlier than planned.

This win shows how strategic relocation and smart new-construction negotiations in Surprise, Arizona can turn real estate into a practical tool for financial flexibility and lifestyle freedom.

This client was targeting a rare North Glendale, AZ home profile: a large lot with no HOA restrictions and long-term flexibility. Inventory like this in North Glendale is limited, and when properties hit the market, competition is immediate. Despite multiple offers already in play, a strategically structured offer aligned with seller priorities secured the home $20,000 under the original list price.

Property & Outcome Snapshot

• 17,236 sq ft cul-de-sac lot (nearly 0.4 acres) in North Glendale, AZ
• 4 bed / 2 bath, ~1,900 sq ft, Pebble Tec pool, sport court, RV parking, no HOA
• Beat multiple offers and closed $20K under list
• Long-term upside for workshop, ADU, and expanded outdoor living

Same market. Smarter strategy. Better result.

This client needed a home in SURPRISE, AZ, specifically within the Asante community, that could function as both a primary residence and a future investment. Because they relocate often, flexibility, equity growth, and strong exit options drove every decision.

After passing on multiple homes where the numbers didn’t work, we secured a 4-bedroom new construction home in the Asante community of SURPRISE, AZ, locking in a 3.99% 30-year fixed interest rate paid by the builder.

• 4-bedroom new build with low maintenance and rental potential
• Builder-paid 3.99% fixed rate improving long-term cash flow
• Early entry into the fast-growing Asante community in SURPRISE, AZ
• Options to sell for equity or rent for future income

Same market. Smarter math. Better outcome.