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Banks & Depository Institutions

We formed ES Group with the intent to be different. The majority of the Qualified Intermediary industry forces you to utilize their banking relationship. Whether it is a title company forcing you to use their escrow or operating account, or a qualified intermediary that has only one banking relationship for ease of use, it is the client that suffers. While we acknowledge one banking relationship may make our lives easier, we also realize that is not what our clients prefer. We have built our business in partnering with depository institutions such as banks and credit unions in providing their clients with services usually only offered by few West Coast large banks and title insurance companies. If you are a client seeking to use a bank you are comfortable with, or a banker looking to get into this business we want your input. Please click on the Contact Us section of our website.

 
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Non Bank Alliances:
Estate Planning Attorneys
Institutional Client CPAs
Private Client CPAs
  • Mark Dickson, CPA, CFA
  • Terry O’Connor & Carl Desmerais
Self-Directed IRA Companies
Reverse and Improvement Exchanges
  • Stan Freeman, Exchange Strategies Corporation (“ExStra”)
Cost Segregation
Aircraft Attorneys
Commercial Real Estate Attorneys
Tax Attorneys
Title Companies
Property and Casualty Insurance
Property Management

Commercial Real Estate Finance

Commercial Mortgage Banking
 
 
 
       
  May 11
Brennan To Speak At Virginia State Bar Meeting In VA Beach On Real Estate And Construction

Jan 29
ES Group Joins Forces With Frankly MLS

Jan 15
James Brennan, Managing Director Of ES Group, Appears In Shopping Center Business

Dec 11
Sales Management Executive Torsney To Join ES Group As VP Of Sales

View More Press »
  Advanced Construction Exchange Strategy: ACES For Commercial Developers
Commercial Property Executive (CPE) article

Exploring Oil, Gas And Mineral Exchanges
Are minerals like-kind with Real Estate?

Net Lease 101:
What You Need to Know to Invest in Single-tenant, Net-leased Properties

The Deductibility Of Defeasance Premium
Deductibility in the Current Tax Year

View More Articles »
  Jul 29
Sec. 1031 Mixed-Use Property Helps Preserve Layers Of Flesh

Jul 21
Reinvestment Surge In Net Leases

Jul 14
The Vocabulary Of Trust

Jun 22
Depletion Allowance On Natural Resource Investment

View Blog »
 
 
 
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