The Ivy Group Podcast
The Ivy Group Podcast
Podcast Description
For over 25 years, the Ivy Group has contributed to the thriving Fremont, CA, the Silicon Valley, and the greater San Francisco Bay Area with brokering all types of commercial real estate transactions, especially industrial properties, as their clients’ trusted advisors, consultants,CRE experts, agents with deep expertise and high integrity, as well as investors ourselves. We offer: Wide networks. Deep roots. Trusted connections.
The IVY Group has a combined 100+ years of experience in every aspect of commercial real estate. In addition to the English language, our team can speak six additional languages: Spanish, Vietnamese, Hindi, Gujarati, Mandarin Chinese, and Cantonese.
Very few commercial real estate brokers earned both the SIOR (Society of Industrial and Office Realtors®) and CCIM (Certified Commercial Investment Member) designations. There are only a handful of commercial real estate agents in the San Francisco Bay Area. Among thousands of licensed agents, our Founder & CEO Tim Vi Tran is the first Asian American in the entire San Francisco Bay Area to achieve both designations.
We Deliver Results, “Above and Beyond’’.
We Have Exclusive Property Listings for Sale and for Lease
Our customized property listing platform can reach millions of views locally, nationally, and globally, bringing sellers and buyers together, and connecting landlords and tenants, to optimize your property search and provide the best match.
We Are Also Investors & Developers
In addition to being licensed real estate agents, we are also investors and developers. We “walk the walk.” We offer other perspectives from our technology and engineering backgrounds for every commercial property, to truly maximize your ROI.
As a broker and agent, we are THE go-to commercial real estate expert in Fremont, CA. We are known as the top broker, as well as a trusted friend and advisor who always go above and beyond.
As the gateway to Silicon Valley, Fremont, CA is rapidly expanding with technology companies in robotics, clean tech, solar, biotech, life science, EV, AI, cloud computing, eCommerce, logistics automation, software, IoT, and related manufacturing and distribution. The IVY Group offers in depth expertise about the real estate market in relation to technology (some brokers have engineering training and experience), as well as comprehensive and strategic financial insights in advising clients to capitalize on opportunities.
The Ivy Group specializes in Industrial Properties, focusing on the following areas of industrial real estate:
- Industrial real estate between 10,000 – 200,000 square feet
- Advanced Manufacturing
- Distribution Centers / Supply Chain Management
- Flex space / Mixed Use
- Logistics
- Warehouses
- Apartment complexes and Multi family buildings (10 - 100 units)
- Low rise
- Mid rise
- High rise
- Garden style
- Office buildings (10,000 - 200,000 square feet)
- Healthcare, dental & medical offices, private medical practices
- Research and d...
Podcast Insights
Content Themes
This podcast emphasizes themes around commercial real estate, particularly in the industrial sector, with episodes discussing case studies like saving $100,000 in a family trust property sale and securing significant rent savings for tenants such as Knightscope Inc., highlighting strategic negotiations and market insights.
For over 25 years, the Ivy Group has contributed to the thriving Fremont, CA, the Silicon Valley, and the greater San Francisco Bay Area with brokering all types of commercial real estate transactions, especially industrial properties, as their clients’ trusted advisors, consultants,CRE experts, agents with deep expertise and high integrity, as well as investors ourselves. We offer: Wide networks. Deep roots. Trusted connections.
The IVY Group has a combined 100+ years of experience in every aspect of commercial real estate. In addition to the English language, our team can speak six additional languages: Spanish, Vietnamese, Hindi, Gujarati, Mandarin Chinese, and Cantonese.
Very few commercial real estate brokers earned both the SIOR (Society of Industrial and Office Realtors®) and CCIM (Certified Commercial Investment Member) designations. There are only a handful of commercial real estate agents in the San Francisco Bay Area. Among thousands of licensed agents, our Founder & CEO Tim Vi Tran is the first Asian American in the entire San Francisco Bay Area to achieve both designations.
We Deliver Results, “Above and Beyond’’.
We Have Exclusive Property Listings for Sale and for Lease
Our customized property listing platform can reach millions of views locally, nationally, and globally, bringing sellers and buyers together, and connecting landlords and tenants, to optimize your property search and provide the best match.
We Are Also Investors & Developers
In addition to being licensed real estate agents, we are also investors and developers. We “walk the walk.” We offer other perspectives from our technology and engineering backgrounds for every commercial property, to truly maximize your ROI.
As a broker and agent, we are THE go-to commercial real estate expert in Fremont, CA. We are known as the top broker, as well as a trusted friend and advisor who always go above and beyond.
As the gateway to Silicon Valley, Fremont, CA is rapidly expanding with technology companies in robotics, clean tech, solar, biotech, life science, EV, AI, cloud computing, eCommerce, logistics automation, software, IoT, and related manufacturing and distribution. The IVY Group offers in depth expertise about the real estate market in relation to technology (some brokers have engineering training and experience), as well as comprehensive and strategic financial insights in advising clients to capitalize on opportunities.
The Ivy Group specializes in Industrial Properties, focusing on the following areas of industrial real estate:
– Industrial real estate between 10,000 – 200,000 square feet
– Advanced Manufacturing
– Distribution Centers / Supply Chain Management
– Flex space / Mixed Use
– Logistics
– Warehouses
– Apartment complexes and Multi family buildings (10 – 100 units)
– Low rise
– Mid rise
– High rise
– Garden style
– Office buildings (10,000 – 200,000 square feet)
– Healthcare, dental & medical offices, private medical practices
– Research and development (R&D) centers/facilities
– IT companies, law firms, accounting firms, B2B services
– Retail buildings (5,000 – 50,000 square feet)
– Shopping centers
– Strip malls
– Restaurants
– Recreation facilities
The Ivy Group represents:
– Sellers,
– Landlords,
– Owners,
– Buyers,
– Investors
– Tenants, Renters
– 1031 Exchange sellers and buyers
Our Vision:
Empower people and build communities through property ownership.
When you need to sell, buy, or lease a flex space, the Ivy Group is ready to help you reach your goals with more than 100 years of combined experience and expertise in real estate, investment, technology and engineering. Contact us with your next real estate needs. Contact us: https://theivygroup.com/contact-us/
Copyright ©️ 2025 by Tim Vi Tran, SIOR, CCIM. All rights reserved.
Understanding What Really Happens When a 1031 Exchange Isn’t Perfectly Balanced
In Part 1, we explored how savvy investors use the 1031 Exchange as a tax deferral tool and why the step-up in basis can eliminate capital gains and depreciation recapture when transferring property to heirs.
This episode continues the conversation by unpacking two major topics investors often overlook: how estate taxes interact with inherited 1031 properties, and how boot tax is triggered when exchange proceeds aren’t fully reinvested.
To read it as a blog
To watch it as a 16-min video
Interested in learning how these rules apply in real, complex scenarios? Access case studies for a small fee to see real-world applications of 1031 Exchange rules, timing, and structuring.
What This Episode Covers
In this breakdown, you’ll learn:
The difference between the step-up in basis for income tax and how federal and state estate tax rules apply
Why some states impose additional estate or inheritance taxes with lower exemption thresholds
What happens when less than 100 percent of proceeds in a 1031 Exchange are rolled forward
The three primary sources of boot: cash boot, debt boot, and non-like-kind property
When closing costs absorb potential boot versus when they trigger taxable boot
How taxable gain is calculated, including depreciation recapture vs. capital gain
Real examples showing the math behind recognized gain, deferred gain, and basis in the replacement property
Why sometimes intentionally taking boot can be the smarter strategic move
What’s Next in Part 3
In the final episode of this mini-series, we’ll answer:
How the IRS prioritizes ordinary income tax, capital gain, cash boot, debt boot, and non-like-kind property
Why boot isn’t automatically negative, and when it can be part of a strategic acquisition approach
Applying Tax Rules vs. Knowing Them
Real estate investing isn’t just about knowing the rules. It’s about applying them to transactions with moving deadlines, changing numbers, and evolving goals. Just like learning a sport, understanding the playbook isn’t enough. Execution matters.
If you’d like to see how these rules play out in real-world transactions, you can access detailed case studies for a small fee.
When You’re Ready for Expert Guidance
Commercial real estate deals require expertise across investment strategy, financing, negotiation, taxes, legal structure, and portfolio alignment. With more than 100 years of combined experience, The Ivy Group is ready to support your next purchase, sale, or lease.
📩 Have a real estate need or question? Contact The Ivy Group.
Disclaimer
All information in this episode, and in related articles, blogs, courses, and case studies, is intended for general education only and not as tax, legal, or investment advice. Always consult licensed tax, legal, accounting, and financial professionals before taking action.
Copyright © 2025 by Tim Vi Tran, SIOR, CCIM. All rights reserved.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.