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"Dan recently found and helped smoothly close the perfect single tenant property for our trade. I talk with a lot of brokers all over the country, and can truly say that Dan is one of the more diligent and honest out there working in the net lease industry. I think his credibility goes a long way with sellers and developers as he seems to have some pretty strong contacts."

- Justin H. Dean, Investor
Hamilton Chase Incorporated


“I have completed several 1031 exchanges with Dan Willis over the years and have found that I have always been in good hands. Attention to detail, responsive and polite - a real pro from start to finish!”

- Richard Sherwin, Investor
Mendocino Hill Vineyard


“In a particularly delicate transaction Dan represented us, as the seller, with flawless, timely and diligent process, without compromising the buyer.  And contributed greatly to a successful sale.”

- George Menzoian, Seller
Bay Area Reality


“They are not only good at finding the right deal, but the follow through and follow up sets them apart. A no-nonsense group that can execute.”

- Dave Lazzarini, Investor
Preferred Community Management


“Dan located a property that suited my requirements and needs that involved a 1031 exchange.  The transaction involved a new property still under construction and had many complications on the seller’s side but Dan stayed on top of the issues and was very helpful in bringing it to a satisfactory conclusion.”

- John Cothran, Investor


“My brother and I were complete beginners when we came to Dan for help after selling our family ranch in 2001.  We had never heard of 1031 exchanges and were looking for good investments that would also allow us to defer taxes.  With Dan’s thoughtful and expert assistance we were able to secure two excellent properties that matched our conservative investment objectives and successfully deferred taxes on our significant capital gains.  In addition to his help with selecting and purchasing the properties, Dan also referred us to other professionals we needed to safely negotiate what can be a challenging process.  We recommend Dan and the services of Willis Ventures without reservation.”

- Karen Gerbosi, Investor
Beebe Gerbosi Investments LLC


“I have enjoyed working with Dan Willis on my 1031 exchange. I could tell from our first conversation that he takes an interest in all his clients and wants to meet the needs of the client. I told him that I was looking for a ground lease and that I was most interested in banks. He spent a lot of time researching banks all over the country.  He didn't try and talk me into something that I wasn't interested in. We traveled to visit properties together. He is very organized and has maps of the area so that he doesn't get lost. He knows how to get a good idea of what an area is like without wasting any time. The trips are also fun and not all business. I recommend Dan because he has integrity and perseverance to get a job done in a timely manner.”

- Terry Magnin, Investor




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