Joe Levy

WORK HISTORY

EDUCATION

SKILLS

ABOUT JOE LEVY

I help rental property owners make thoughtful, tax-efficient transitions, especially when the decision is as personal as it is financial. As a commercial real estate agent and registered representative, I specialize in helping clients sell multifamily and commercial properties in San Francisco and reinvest through 1031 exchanges, often into Delaware Statutory Trusts (DSTs) that provide diversified, passive income. I work primarily with private clients who value a white-glove experience and want more than just transactional support. They want strategy, clarity, and a partner who can walk them through major financial and emotional transitions with care. Many of my clients are approaching retirement, managing family estates, or simply tired of the demands of active property management. I help them understand their options, weigh trade-offs, and make confident decisions that support both their financial goals and their quality of life. If you’re navigating a 1031 exchange, seeking DST guidance, or selling an investment property and want a high-trust, educational approach, I’d be happy to connect. Registered representative of and securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Fortitude Investment Group, LLC is independent of CIS and CAM, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only. Endorsements may not be representative of the experience of other individuals. Past performance does not guarantee or indicate the likelihood of future results. Individuals were not compensated for their endorsements.