Multi-Family Advisors | Beachside Partners

Our Services

We’re a boutique real estate firm based in Santa Barbara, specializing in multifamily investment sales along California’s South Coast. As true advisors, we bring deep local knowledge, firsthand ownership experience, and a client-first mindset to every transaction. We take the time to understand your long term goals, walk through every option, and provide clear, strategic guidance from start to finish. Because we own multifamily property ourselves, we know the process from the inside out and that insight shapes the way we advocate for our clients every day.

The Art of Selling

At Beachside Partners, we help investors buy and sell multifamily properties throughout Ventura, Santa Barbara, and San Luis Obispo Counties. Whether you’re trading a duplex or repositioning a 50-unit apartment complex, our team combines deep local expertise with hands-on market insight to guide every step of the process. Every investor’s goals are unique and we invite you to reach out to learn how Beachside Partners can help you maximize your real estate potential.

Representing Sellers

Sellers trust Beachside Partners to maximize the value of their multifamily and apartment investments throughout Ventura, Santa Barbara, and San Luis Obispo Counties. We combine strategic marketing, precise valuations, and access to an extensive network of qualified investors and 1031 exchange buyers to create competitive demand and achieve premium pricing. Our team’s hands-on advisory approach ensures every property is positioned for success, resulting in faster closings and stronger returns for our clients.

Representing Buyers

Experienced investors trust Beachside Partners to help them identify high-quality multifamily properties that align with their investment goals. We provide comprehensive market analysis, detailed valuations, and expert guidance through every step from due diligence and financing to legal and construction resources. Our team also actively sources off-market opportunities, often uncovering some of the most compelling investment options on the Central Coast.

Explore our deal stories below to delve into specific transactions showcasing how our expertise shines in representing both buyers and sellers, and read glowing testimonials from our past clients.

Understanding the 1031 Exchange Process

A 1031 exchange facilitates the exchange of one investment property for another, allowing for the deferral of capital gains taxes. Through this mechanism, investors can reinvest all proceeds from the sale of their investment property, postponing the payment of associated taxes. Failure to utilize a 1031 exchange may result in capital gains taxes ranging from 20% to 35% of the realized gain.

Key Guidelines of a 1031 Exchange

In a 1031 exchange, the replacement property must be of a like-kind nature to the relinquished property. Fortunately, virtually any real estate held for investment or business purposes in the US is deemed like-kind, irrespective of differences in type, grade, or quality. For instance, investors can swap a multifamily rental property for a larger apartment building or transition to a commercial property seamlessly.

Requirement for "Like-Kind" Properties

The primary exceptions to the like-kind rule in a 1031 exchange are personal residences and vacation homes. These properties are not considered to be of like-kind to any real estate held for investment or business purposes and hence cannot be utilized in a 1031 exchange.

Complete Reinvestments of Proceeds

To sidestep capital gains taxes entirely, investors must reinvest the entirety of the proceeds from the sale of their investment property. Simply put, the value of the replacement property must equal or exceed the value of the relinquished property to defer the payment of any capital gains taxes.

Consistency of Ownership Titles

The ownership entity listed on the title for the replacement property must mirror the ownership entity listed on the title for the relinquished property to meet the requirements of a 1031 exchange.

Local Roots, National Reach

Founded in Santa Barbara, Beachside Partners has strong local roots across the Central Coast, with incredible influence and relationships throughout the community. Our reach runs beyond the local level, with active client and professional relationships nationwide.

Extensive Client Network

One of our strongest marketing tools is our powerful network. At Beachside Partners, we pride ourselves on our tight-knit client relationships which are long-lasting and ever-expanding. Our marketing strategy for your property includes personal phone calls, emails and mailings to our well-qualified clients, often leading to further exposure within their personal networks.

Broker-to-Broker Outreach

We believe our clients benefit from our collaboration with other agents whether we are on the listing or Buy side. We regularly network with countless other agents in the tri counties which gives our clients access to off market properties and to the benefit of warm negotiations built on past successes.

MLS, Costar, Loopnet, Crexi & Third Party Sites

Beachside Partners combines the marketing reach of national firms with the personalized service of a boutique brokerage. Through our MLS affiliations and syndication to hundreds of third-party real estate websites, we give your multifamily and apartment property broad, nationwide visibility while executing targeted, data-driven marketing strategies that larger firms can’t match. Our ability to adapt quickly, market creatively, and engage directly with investors gives our clients a clear competitive advantage in the Central Coast multifamily market.

Email Marketing

We send beautifully-designed email campaigns to our extensive network of investors, business owners, Brokers and personal contacts to announce the listing, and feature it continuously in informational newsletters to ensure your property stays top of mind with our target audience.

Professional Photography & Video

At Beachside Partners, we outperform larger commercial firms by partnering exclusively with professional real estate photographers and videographers known for their premium work. We prioritize quality over volume, ensuring every multifamily or apartment property is showcased with exceptional detail and clarity. The result is marketing content that commands attention, enhances perceived value, and drives more qualified investor inquiries.

Social Media

Beachside Partners leverages social media advertising, digital marketing campaigns, and audience analytics to connect your multifamily property with the right demographic of qualified investors and buyers across the Central Coast and beyond. Our team crafts custom content and targeted outreach designed to highlight each property’s unique investment appeal. This focused, data-driven approach ensures your listing gains maximum visibility, engagement, and results across every major platform.

Direct Mailing

Direct mailing is a powerful tool to re-engage our large network of clients and to reach local, regional and national prospects. In addition to targeting by location, we use direct mailing to target specific demographic spheres, including by income, profession and real estate activity. We send postcards to announce your listing and frequently feature your property in informational pieces.

Eye-Catching Collateral

We work with our in-house marketing designer to create unique, eye-catching marketing collateral, highlighting crucial investment and property features. This serves as a valuable take-away for buyers to reference key information after viewing the property.

Comprehensive Marketing

Beachside Partners leverages every modern and traditional marketing platform to connect multifamily and apartment properties with qualified investors across Ventura, Santa Barbara, and San Luis Obispo Counties, as well as national and international markets. Our team integrates online advertising, MLS syndication, social media, print features, and direct investor outreach to capture attention from all segments of the marketplace. This comprehensive, multi-channel strategy ensures your property achieves maximum exposure locally, regionally, and globally, reaching the most qualified buyers wherever they are.