Increase income. Mitigate risk.

Why We Do It

Happy Investors from New York to California

 

 
 
Bayern is always willing to deeply dive into the details, they have a unique ability to understand both our assets and more importantly our goals. They see all the pieces of a project, improve each one and put it back together in a way that produces amazing value. If you are looking for a vendor you can trust, rely on, and that always delivers value, look no further.
— Carson Faris, CEO @ Phoenix Investment Funds
 

 
Bayern has become an indispensable part of my daily operations. They know me and my company well and tailor their asset management services and advice to help achieve my company’s goals. In the time I’ve worked with them I’ve come to rely on their experience, attention to detail, integrity, creativity, and follow-through. I couldn’t give higher marks to David and his team, and look forward to our long and prosperous relationship.”
— Lisa Schneiter
 
 

 
 
I have worked with David since 2003, taking advantage of many services including rehabbing a SFR and a 4-plex; a 1031 exchange with acquisition and financing services; entitlements, permits, and project/construction management of a 3-story office building; and contracting him for value add asset management services, which has increased my net income and net worth significantly. However, what I consider his most valuable asset is his attention-to-detail, understanding the needs and goals of his clients, and helping them in a very respectful manner, achieve their investment goals.
— Carmela Rincon Loelkes, RE Broker, Passive RE Investor, and Small Business Owner
 
 

My husband was a Real Estate Broker and always took care of our portfolio of real estate investments. After his stroke in 2015, our whole world changed. I was now responsible for overseeing our investments, without any expertise, knowledge, or training. I was definitely “ a fish out of water”.
I gradually learned by making mistakes and correcting them to the best of my ability, but I was completely overwhelmed and stressed by the undertaking and it took me away from my passion—my art career.

Fortunately, my favorite Real Estate Broker recommended David Loelkes, who specializes in managing investments for people just like me. Since meeting David and contracting his services and he has totally relieved me of stress. He has brought all of our investments up to their full potential performance.

David, is extremely intelligent, trustworthy, and professional. He is detailed oriented and stays on top of everything. He is constantly adding to his repertoire of knowledge, and is a delight to work with. We definitely give him a top rating, and are thankful that we found him. We look forward to having a long-term relationship with him and his company.
— BOBBIE MANDEL
 
 
 
 

 
I have worked closely with David since 2016 in multiple facets. I use him for all my personal and my company’s real estate related goals, and consider him a trusted advisor in the field. I have also seen his value suitable to refer him to both my personal and professional friends and colleagues.
— Lindon A. Crow, President @ Productive Learning
 
 
 

David Loelkes was an excellent resource at Coastline Equity, a boutique asset and property management company. Some of his core strengths include; developing operational systems, improving properties, and asset management including analysis of value added rehabs.
— George Mayer, Principal @ Coastline Equity
 
 

 
 
David has been a key property improvement and asset management resource for our company. His attention to detail, diligence and dedication are unmatched. He’s thorough in his research and his numbers can always be trusted.
— Matt Beck, Principal @ Beck Investment Group