Selection – With our extensive network with Property Management Companies, Real Estate Developers and Real Estate Investment Advisors, CFM and CPE are able to offer Fractional and Tenant-In-Common ownerships or 100% ownerships in quality and qualified real estate investment opportunities. Investment opportunities in Retail, Office, Industrial, Multi-family, Wineries,  proposed Residential developments, and Business Opportunities are all qualified 1031 Investment Exchange Opportunities which are available through CFM and CPE.

Unbiased Information – With our thorough financial and real estate Due Diligence, expertise in Financial Analyses, Commercial Banking and Merchant Banking in existing and proposed real estate projects and business opportunities, CFM and CPE can provide the eligible and accredited investor with a complete objective analysis of quality investment opportunities. As Matchmakers, we will match your investment cash flow needs, your level of investment risk and your past or present real estate ownership history with those investment opportunities that best fits you. Together with you and your financial advisors, and other industry professionals, you will decide what investment opportunities best suit your needs.

Communication - We understand that the 45 day identification period is too short. That's why we're available to serve you 7 days a week by phone and email. As your financial investment advisor, we will also alert you to any new investment opportunities or changes in existing offerings as they're made available to us; ensuring that you don't miss any opportunities

Knowledge - We analyze each potential opportunity to help you make informed, suitable decisions. We will provide you with our comparative financial analyses of each investment opportunity which you may be considering within our Investment Portfolio and other portfolios available to you.

To learn how Charter Financial Management Company, Inc. and California Premier Exchanges and Investments, Inc. can solve your new or replacement 1031 investment needs, please call us TODAY for a FREE Consultation at our Toll Free number:

1-800-411-4CPE

Available 7 days a week 9:00 AM to 6:00 PM Pacific Time

Or send an email to: charterfinancialcpa@msn.com  (please include your phone number in the email so that we can better serve you)