Business Details
31 Years
experience
Trusted Real Estate Solutions in Lafayette, CA
Viking Real Estate Group has been a trusted leader in the real estate industry since 1995, delivering comprehensive investment and financing solutions to thousands of clients. Our expertise spans active and passive real estate ownership, residential and commercial mortgages, and tailored investment consulting. With a team of seasoned professionals, we provide in-depth analysis of property portfolios for individuals, trusts, corporations, and institutions. Our approach prioritizes client-specific requirements, leveraging decades of combined experience in acquisition, development, and financial analysis. We specialize in structuring complex real estate opportunities, including 1031 exchanges and net-leased assets, while maintaining a strong focus on risk management and client education.Our principals bring extensive backgrounds from prestigious firms like Catellus Development Corporation and Cushman & Wakefield, ensuring authoritative guidance. We maintain affiliations with Viking Real Estate Holdings, Inc., operating under California Department of Real Estate license DRE#01883191 and NMLS#329239. Our services combine technical expertise with personalized service, addressing both traditional and alternative investment strategies. We emphasize transparency about real estate risks, including market fluctuations and tax implications, to ensure informed decision-making. With offices in Lafayette, CA, we serve clients nationwide through a combination of local market knowledge and national industry insights.
Services
Real Estate Investments
Residential Mortgages
Commercial Mortgages
Investment Consulting
1031 Exchanges
Portfolio Analysis
Net Lease Properties
Property Structuring
Details
- Year established: 1995
Highlights and features
- We offer 25+ years of combined real estate experience with specialized expertise in investment analysis
- Our team includes former professionals from Catellus Development Corporation and Cushman & Wakefield
- We provide tailored solutions for both active and passive real estate ownership strategies
- We maintain direct relationships with multiple residential and commercial lenders for competitive rates
- Our services include comprehensive portfolio analysis and 1031 exchange implementation
Services
Real Estate Investments
We offer comprehensive real estate investment solutions spanning active ownership opportunities and passive net-leased assets. Our team structures property investments for individuals and institutions while providing market analysis and risk assessment. With expertise in both residential and commercial sectors, we help clients build diversified portfolios aligned with their financial objectives.
Residential Mortgages
Our residential mortgage services include competitive rate offerings across conforming, jumbo, and super-jumbo loan categories. We work with multiple lenders to provide tailored financing solutions for primary residences, investment properties, and complex financial scenarios while maintaining personalized service throughout the loan process.
Investment Consulting
We provide specialized consulting services including portfolio analysis, cash flow modeling, and development feasibility studies. Our team offers expert guidance on property acquisitions, 1031 exchanges, and investment structuring while delivering customized recommendations based on clients' specific financial goals and risk profiles.
1031 Exchanges
Our 1031 exchange services help investors defer capital gains taxes through qualified property exchanges. We assist with identifying replacement properties, coordinating with intermediaries, and ensuring IRS compliance while providing market analysis to support informed reinvestment decisions aligned with clients' investment strategies.
Commercial Mortgages
We offer commercial mortgage solutions for office buildings, retail centers, and income-producing properties. Our services include financing for acquisitions, refinancing, and development projects while working with multiple lenders to secure competitive rates and terms tailored to business owners' specific needs.
People
Tom Velken
Principal
Founded Viking Real Estate Group in 1995 with over 20 years of experience in real estate acquisition, development, and finance. Previously worked at Catellus Development Corporation and Cushman & Wakefield, managing $2.7 billion in real estate assets.
Bryan Harms
Consultant
Joined Viking in 2009 with expertise in marketing and business development. Previously managed marketing initiatives at Inverness Real Estate Investments and held leadership roles in creative and administrative departments across multiple firms.
Questions
What real estate investment options do you offer?
We provide both active ownership opportunities (rental properties, commercial buildings) and passive options through net-leased assets with long-term tenants.
Do you handle 1031 exchange properties?
Yes, we specialize in 1031 exchanges, helping clients identify replacement properties and coordinate with qualified intermediaries.
What mortgage services are available?
We offer residential and commercial mortgages with competitive rates across conforming, jumbo, and super-jumbo loan categories.
How do you tailor investment strategies?
We analyze each client's financial goals, risk tolerance, and investment experience to recommend customized real estate solutions.
What consulting services do you provide?
Our consulting includes portfolio analysis, residual land value assessments, cash flow modeling, and development feasibility studies.
