The Zehner Davenport Group

The Zehner Davenport Group Owner User Sales | Investment Sales | Landlord & Tenant Representation | Development | Consulting Se

Vacancy is rising, rent growth is flat, and demand is limping along.In conditions like these, the importance of being si...
03/10/2025

Vacancy is rising, rent growth is flat, and demand is limping along.

In conditions like these, the importance of being situationally aware cannot be understated.

Our advice? Always be lookin'.

In conditions like these, it pays to stay on your toes and be current on what is happening in your preferred area. We recommend that you always be lookin’ for space as you would if you had to move in the next six months.  Those were our words back in 2017 when the industrial marketRead More

We've been around long enough to see the pendulum of opportunity swing from tenants to landlords and from buyers to sell...
01/30/2025

We've been around long enough to see the pendulum of opportunity swing from tenants to landlords and from buyers to sellers, and back again, more than once.

But, in all our years in the commercial brokerage saddle, we never saw tenants get beaten up like they did in the decade ending in 2022.

But the ol' pendulum is now swinging back in their favor and new opportunities are on offer...

We’ve been around long enough to see the pendulum of opportunity swing from tenants to landlords and from buyers to sellers, and back again, more than once. But, in all our years in the commercial brokerage saddle, we never saw tenants get beaten up like they did in the decade ending in 2022. But ...

It's World Series time and things are looking up for the boys in blue who are one game away from a sweep.That brings an ...
10/29/2024

It's World Series time and things are looking up for the boys in blue who are one game away from a sweep.

That brings an old baseball saying to mind whose truth extends well beyond the diamond: Keep Your Eye on the Ball...

It’s World Series time and things are looking up for the boys in blue who are one game away from a sweep. That brings an old baseball saying to mind whose truth extends well beyond the diamond: Keep Your Eye on the Ball. That was never truer on the diamond than it is now, givenRead More

Have you considered the full value of your business and property? Check out our latest blog post to learn how owner/user...
10/15/2024

Have you considered the full value of your business and property?
Check out our latest blog post to learn how owner/user real estate strategies have created unexpected wealth—and how you can optimize your own exit plan.

The owner/user concept really took off back in the late 1970’s when the development business model shifted to more of a “merchant” format, whereby buildings were sold as they were built to business owners in order to book immediate profit, rather than being leased up and sold as leased investm...

Whoever sits behind the Resolute Desk in the White House next January is going to be staring tax policy square in the fa...
10/09/2024

Whoever sits behind the Resolute Desk in the White House next January is going to be staring tax policy square in the face on day 1 of his or her presidency.

With that in mind, we have been taking a partial sampling of both candidates' proposals and discussing their likely impact on commercial property markets.

In our last post, we started our evaluation of the tax proposals of the Democratic and Republican presidential candidates. As we mentioned, we refrain from diving into politics as a general rule, but in a few short months, a new president will be sitting at the Resolute Desk and there is a significa...

Today, we cover a lesser known, but highly impactful aspect of the step up rule: the community property step up.We are g...
06/06/2024

Today, we cover a lesser known, but highly impactful aspect of the step up rule: the community property step up.

We are guessing that most of you reading this will be surprised, maybe even shocked, to hear how it works.

We say that because probably four in five of those we discuss it with had never heard of it, yet the benefits can be profound.

Read the New Post:

For the past eight weeks we have been featuring an update of our popular series, The Wealth Cycle, which we first brought to you back in 2016. The Wealth Cycle concept is our way of looking at the shifting goals of investors over time. We break it down into three main phases that you canRead More

Every real estate asset should be carefully evaluated up front to make sure it is ready to be acquired by heirs in accor...
05/13/2024

Every real estate asset should be carefully evaluated up front to make sure it is ready to be acquired by heirs in accordance with their abilities to make sound decisions in your absence.

Unfortunately, it is not uncommon for heirs to disagree with one another when money is involved.

Early planning can go a long way in avoiding those intra-family and partnership squabbles.

Here is a perfect case in point...

Read the New Post:

We have dedicated our last 6 posts to a revised version of what we call the Wealth Cycle, a series we first published back in 2016. We continue here with further discussion of wealth distribution, the final stage of our lives as investors when we make sure we leave to our heirs what we don’tRead ...

The importance of having a cohesive wealth distribution plan cannot be overstated.In a perfect world, each of our assets...
04/25/2024

The importance of having a cohesive wealth distribution plan cannot be overstated.

In a perfect world, each of our assets will flow to the intended parties and the appropriate professionals will already be engaged to lend assistance in their respective specialties.

But, hand off real estate assets to heirs who lack the experience and depth of real estate knowledge that you have, and the results could be disastrous.

Read the New Post:

Wealth Distribution is the ex*****on of a plan to make sure we pass along our accumulated wealth in the most seamless fashion possible when we’ve finished our last lap around the sun. Read the Previous Posts in This Series: The importance of a having a cohesive plan cannot be overstated. In a perf...

Following our recent discussions of wealth creation and preservation, we arrive at the third and final phase of the cycl...
04/12/2024

Following our recent discussions of wealth creation and preservation, we arrive at the third and final phase of the cycle: distributing what we didn't get around to spending while we were alive.

Read the New Post:

In our last 4 posts, we have been revisiting our series on the Wealth Cycle (see the link below to catch up if you missed them). This week, we take a look at Wealth Distribution, which is what we shift our focus on after we’ve created wealth and worked hard to keep it as weRead More

Someday, or perhaps even today, you may find yourself in a situation where you become more willing to trade maximum retu...
04/02/2024

Someday, or perhaps even today, you may find yourself in a situation where you become more willing to trade maximum returns for greater safety.

This week on the blog: our thoughts on how risk management interacts with wealth preservation.

Read the New Post:

In our last several posts, we have been revisiting the 3 phases of the Wealth Cycle: Creation, Preservation & Distribution. First we earn our wealth, then we maintain it (and hopefully, enjoy it) and finally we pass along with what’s left of our wealth to others. Today we continue with wealth pres...

New case study! Let's look at a story of wealth preservation, featuring a long-time owner who made the difficult decisio...
03/18/2024

New case study! Let's look at a story of wealth preservation, featuring a long-time owner who made the difficult decision to maintain ownership of his properties despite the inherent risks.

In our past two posts we have been discussing the first of the 3 phases of the Wealth Cycle, Wealth Creation. In this initial phase, we tend to take on more risk and experiment with different investment vehicles and strategies. We can do that because we are generally younger and have the time to mak...

Eyeing control of $24 million in assets through a "refinance and buy more" strategy, Rob just has one problem: a co-owne...
03/01/2024

Eyeing control of $24 million in assets through a "refinance and buy more" strategy, Rob just has one problem: a co-owner with different priorities.

Read the Post:

In our last post we re-introduced our series on the 3 Phases of the Wealth Cycle, beginning with wealth creation. This is the time in our investing lives that we work hard to generate investment capital and tend to take bigger risks to create the critical mass of capital required to make big gains.....

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2400 E Katella Avenue
Anaheim, CA
92806

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Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 7am - 5pm

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+17149787880

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