Concierge Real Estate Portfolio Service
One Source - Concierge Service
One Source - Concierge Service
One Source - Concierge Service
- A Concierge Touch - overseeing the entire process
- Consistent and Reliable Communication - one source contact
- Seamless Delivery - portfolio planning, buy, sell, exchange, and estate management
All Commercial
One Source - Concierge Service
One Source - Concierge Service
- Office
- Industrial
- Retail
- Hospitality
- Restaurants / Franchises
- Apartments / Multi-Family
- Development & Land
- Short Sales & Debt Negotiation
All Residential
One Source - Concierge Service
- Single Family
- Townhome/Condo
- 2-4 Units
- Development & Land
- Short Sales & Debt Negotiation
US - ALL 50 States
Service all 50 states
International
Partnerships throughout the world
Business Broker and M&A
- Business Broker / Franchising
- Business Valuations
- Real Estate Valuations
- Real Estate Consultant for M&A
Our Process
Discover
Health Check
Health Check
Discuss & Learn
- History/Approach
- Current Plan
- Long Term Plan
- Questions & Concerns
Health Check
Health Check
Health Check
Research & Review
- Document Collection
- Data Confirmation
- Current Market Valuations
- Collaborative Review
- Identify Opportunities
Optimize
Health Check
Legacy Plan
Analyze Portfolio
- Investment Life-cycle
- Lending Optimization
- Recommend Options
- Collaborate with Trusted Advisors
- Plan for Each Property
Legacy Plan
Health Check
Legacy Plan
Execute & Oversee
- Optimize Current Properties
- Sell/Buy/Exchange
- Annual Review
- Beneficiary Insight
- Estate Plan Updates
About US:
Stephanie Gilezan
Stephanie Gilezan
Stephanie Gilezan
My 25+ years of experience in Commercial real estate, Land Development, Asset Management, Industrial, Distressed Assets, Hospitality, etc... gives me the versatility and expertise to direct clients in all real estate needs. Throughout my career, I have transacted over 10,000 Real Estate and Business transactions across the nation and in m
My 25+ years of experience in Commercial real estate, Land Development, Asset Management, Industrial, Distressed Assets, Hospitality, etc... gives me the versatility and expertise to direct clients in all real estate needs. Throughout my career, I have transacted over 10,000 Real Estate and Business transactions across the nation and in multiple countries. Fueled by my passion for disrupting and improving the industry, I have dedicated myself to education and collaboration while building a strong team that has done more than 3 billion in volume.
Our Team
Stephanie Gilezan
Stephanie Gilezan
Powered by our Brokerage—eXp, Stephanie and Jeff offer an elite service for owners of large real estate portfolios. We provide a "Singular Source" contact to optimize and execute a legacy plan for real estate. Regardless of where properties are located, we help oversee the process.
Legacy/Wealth Planning is an all-encompassing process. T
Powered by our Brokerage—eXp, Stephanie and Jeff offer an elite service for owners of large real estate portfolios. We provide a "Singular Source" contact to optimize and execute a legacy plan for real estate. Regardless of where properties are located, we help oversee the process.
Legacy/Wealth Planning is an all-encompassing process. Therefore, we collaborate with your existing trusted advisors or align you with top-tier estate planning attorneys, wealth advisors, tax, insurance, M&A, and other professionals to ensure that real estate is aligned with each individual/family's overall legacy plan.
Jeff Kim
Stephanie Gilezan
Jeff Kim
With 12+ years of real estate experience, plus credentials as a Certified Wealth Planning Advisor (CWPA) and a background in luxury hotel management and process-improvement consulting, Jeff brings a highly structured, service-first approach to planning and execution. His focus extends beyond transactions—building clear, strategic plans de
With 12+ years of real estate experience, plus credentials as a Certified Wealth Planning Advisor (CWPA) and a background in luxury hotel management and process-improvement consulting, Jeff brings a highly structured, service-first approach to planning and execution. His focus extends beyond transactions—building clear, strategic plans designed to honor a family’s legacy, protect future generations, and align real estate decisions with long-term goals.
Jeff oversees our Legacy Real Estate Portfolio division, advising families and business owners on complex commercial and residential real estate decisions. His work includes legacy planning for multi-asset portfolios, Trust and Probate sales, and optimizing real estate as part of business succession and exit planning.