BNET Industries
Last Fiscal Year Sales:$17.5M
- Private
- US
Dow Jones Description
Founded in the mid-1990s, INVERNESS Real Estate Investments assists clients with a wide array of investment property acquisitions. We focus on co-ownership opportunities, including Tenants In Common and Delaware Statutory Trust structured properties, and other real estate investments, such as REITs, various Funds, and LLCs. Since our beginnings as 1031 Exchange Options, we've completed thousands of transactions representing more than $3 billion in real estate, nationwide. Consistently exceptional service. INVERNESS is focused on combining the information and opportunities investors seek with the level of guidance they prefer. We understand that every client's situation and requirements are different. INVERNESS Real Estate Investment Consultants possess impressive levels of experience and qualifications, and share a commitment to placing the needs of the client above all else. Carefully selected real estate providers. Every investment opportunity presented to INVERNESS clients is sourced from carefully selected real estate providers. The exhaustive due-diligence conducted by these providers, combined with the Real Estate Investment Consultant's in-depth understanding of each client's needs and preferences, results in an investment experience about which the client can feel comfortable and confident. Come join our team of talented consultants. INVERNESS is expanding our investment consulting team nationwide. ...
Founder and President
Cary LossonNumber of Employees 34
Contact Information
1850 Mount Diablo Blvd Fl 5
Walnut Creek, California 94596
1 925 942 1031
Peer Companies
NAICS Code Investment Advice: 523930
News & Analysis
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1031 exchange options - All News and Analysis
1031 Exchange Options Announces Name Change to INVERNESS Real Estate Investments
National Investment Consultancy Reaches $3 Billion Investment Milestone WALNUT CREEK, Calif. -- 1031 Exchange Options, a leading real estate investment consultancy, today announced its name change to INVERNESS Real Estate Investments. The name change reflects the company's increased focus on individual investors that are seeking to acquire and realize...
1031 Exchange Options Client Investors Acquire $53 Million Multi-Tenant Office Portfolio
WALNUT CREEK, Calif. -- Cary Losson, Founder and President of 1031 Exchange Options, today announced on behalf of its clients, the successful acquisition of a portfolio of two multi-tenant office properties, located in Georgia and Michigan, for $53.1 million. 1031 Exchange Options, a national real estate investment consultancy, represented individual...
1031 Exchange Options Client Investors Acquire Bank of America Center in Florida
WALNUT CREEK, Calif. -- Cary Losson, Founder and President of 1031 Exchange Options, today announced on behalf of its clients the successful acquisition of Bank of America Center in Naples, Florida. 1031 Exchange Options, a national real estate investment consultancy, represented individual Tenancy-in-Common TIC/Co-ownership of Real Estate CORE investors in...
1031 Exchange Options Client Investors Acquire R&D/Flex Property in Austin, Texas
WALNUT CREEK, Calif. -- Cary Losson, Founder and President of 1031 Exchange Options, today announced on behalf of its clients, the successful acquisition of Met Center 10 in Austin, Texas. 1031 Exchange Options, a national real estate investment consultancy, represented individual Tenancy-in-Common TIC / Co-ownership of Real Estate CORE investors...
1031 Exchange Options Client Investors Acquire Multi-Tenant Office Park in Southern California
WALNUT CREEK, Calif. -- Cary Losson, Founder and President of 1031 Exchange Options, today announced on behalf of its clients, the successful acquisition of Chatsworth Business Park in California. 1031 Exchange Options, a national real estate investment consultancy, represented individual Tenancy-in-Common TIC investors in the property, many who successfully completed...
1031 Exchange Options Client Investors Acquire Apartment Communities in Arizona for $69 Million
WALNUT CREEK, Calif. -- Cary Losson, Founder and President of 1031 Exchange Options, today announced on behalf of its clients, the successful acquisition of two Arizona luxury apartment communities, for $69 million. 1031 Exchange Options, a national real estate investment consultancy represented individual investors in the Tenancy-in-Common TIC / Co-ownership...
Maryland Office Building Acquired by 1031 Exchange Options Client Investors
WALNUT CREEK, Calif. -- Cary Losson, Founder and President of 1031 Exchange Options, today announced on behalf of its clients, the successful acquisition of 6401 Golden Triangle Drive, in Greenbelt, Maryland. 1031 Exchange Options, a national real estate investment consultancy, represented individual investors in the Tenancy-in-Common TIC / Co-ownership of...
1031 Exchange Options Client Investors Acquire Industrial Complex in Washington
WALNUT CREEK, Calif. -- Cary Losson, Founder and President of 1031 Exchange Options, today announced on behalf of its clients, the successful acquisition of Redmond Commerce Center in Washington. 1031 Exchange Options, a national real estate investment consultancy, represented individual Tenancy-in-Common TIC investors in the property, many who successfully completed...
1031 Exchange Options Client Investors Acquire Two Retail Centers for $82 Million
WALNUT CREEK, Calif. -- Cary Losson, Founder and President of 1031 Exchange Options, today announced on behalf of its clients, the successful acquisitions of two properties: Silver City Plaza in Las Vegas, Nev. and Olathe Station in Olathe, Kans. 1031 Exchange Options, a national real estate investment consultancy, represented individual...
1031 Exchange Options' Client Investors Acquire Maryland Warehouse
WALNUT CREEK, Calif. -- Cary Losson, Founder and President of 1031 Exchange Options, today announced on behalf of its clients, the successful acquisition of a warehouse facility at 6610 Cabot Drive in Glen Burnie, Maryland. 1031 Exchange Options, a national real estate investment consultancy, represented individual Tenancy-in-Common TIC investors in...
Decision Makers
| Name (plus bio) | Position |
|---|---|
| Cary Losson | Founder and President |
| Leland Losson | Chief Administrative Officer |
| Tony Moglia | Chief Operating Officer |
| Christian Mirner | Executive Vice President, Real Estate |
| Mark Johanson | Executive Vice President, Client Services |
| Bryan Harms | Director of Marketing |
| Tom Velken | Director of Real Estate |
| Lee Losson | It, Finance Manager |
| Organization | Position | Status |
|---|---|---|
| Inverness Real Estate Investments | Founder and President | Current |
| 1031 Exchange Options | Founder and President | Current |
| 1031 Exchange Options | Owner | Current |
| Sigma Financial Corporation | Registered Representative | Current |
| Fea, Inc. | Member | Current |
| San Francisco Business Times | Current | |
| California State University | Former |
Mr. Losson (pictured center right) oversees the finances, financial and accounting reporting, human resources, and the company's technical infrastructure ...
| Organization | Position | Status |
|---|---|---|
| 1031 Exchange Options | Chief Administrative Officer | Current |
| Organization | Position | Status |
|---|---|---|
| 1031 Exchange Options | Chief Operating Officer | Current |
| Organization | Position | Status |
|---|---|---|
| 1031 Exchange Options | Executive Vice President, Real Estate | Current |
| Organization | Position | Status |
|---|---|---|
| 1031 Exchange Options | Executive Vice President, Client Services | Current |
| Inverness Real Estate Investments | Vice President, Operations | Current |
| Inverness Corporation | Current | |
| Purdue University | Bachelor of Science Degree | Former |
| Organization | Position | Status |
|---|---|---|
| Inverness Real Estate Investments | Director of Marketing | Current |
| 1031 Exchange Options | Director of Marketing | Current |
| Inverness Corporation | Current | |
| Techprose | Department Manager | Former |
| Northwestern Title, Inc. | Customer Service Manager | Former |
| University of California, Berkeley | Bachelor of Arts Degree In English Literature | Former |
| Organization | Position | Status |
|---|---|---|
| 1031 Exchange Options | Director of Real Estate | Current |
| Inverness Real Estate Investments | Director of Real Estate | Current |
| University of California, Berkeley | Bachelor of Arts Degree | Former |
| Organization | Position | Status |
|---|---|---|
| 1031 Exchange Options | It, Finance Manager | Current |
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