Stewarding real estate
to sustain legacy and transform communities.
Stewarding real estate
to sustain legacy and transform communities.
A redemptive real estate social enterprise that preserves a legacy of community impact by preserving places.
To acquire and steward a select portfolio of real estate that sustains a legacy of generosity, hospitality, and transformational impact in individuals, families, and communities locally and globally.
Preserving Places combines real estate with community impact by holding land and properties that are uniquely purposed and exist to transform lives and communities. This portfolio is intentionally structured for assets to be held perpetually, allowing for leadership to sustain the vision for generations to come. Each of the five segments within the portfolio fulfills a specific and designated purpose.
Both people and places are truly unencumbered!
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Family wealth is lost by the third generation.
Wealthy parents share little to nothing
about their wealth with their kids.
Say next generation is not equipped
to responsibly manage inheritance.
We exist to serve individuals, families, and organizations that have resource, real estate, and a desire to see real estate used for community transformation. This may include the continuance of a real estate endeavor already having impact as well as the acquisition of real estate for a new impact initiative.
Initial conversations, site walk, and preliminary Legacy Impact Assessment for prospective property.
Formal transactional process of receiving or appropriating funds to add a property into the portfolio.
Active stewardship of the property. Annual review and evaluation of the impact, initiatives, and opportunities within the community for generations to come.
Develop a strategic plan for community impact, revenue generation, and upside potential for the property to sustain its operations and remain on mission.
This business model functions by maintaining a portfolio of strategic real estate assets that are primarily free and clear of debt service, allowing for the revenues to sustain the operational necessities and yet appropriate the excess and majority of revenues directly to missional use and community transformation initiatives.
Real estate assets and rents always appreciate over the long term. This is a natural hedge against inflationary pressures.
Proper structures and strategic partnerships allow for donors to maximize taxable benefits for liquid and non-liquid gifts.
Real estate can be held in structures that promote perpetuity across generations with benefits to donors for their contributions.
Assets are intended to be self-sustaining and income generating to retain that place in perpetuity. Excess resources are poured directly into community efforts and impact.
Real estate offers the unique benefit of using places as a form of charity that supports organizational efforts to bolster perpetual community transformation.
Real estate income can be utilized in communities unlike the principal funds in standard endowments that perpetually arrest billions of dollars that could otherwise be a catalyst for good.
Places allowing for agricultural production.
These assets will be functionally purposed to provide a supporting financial basis for the retaining of all portfolio assets at large and the sustaining of the strategic functions of the five portfolio segments that are intended to interface with the local community. This may involve the gathering of key leaders, the hosting of private events for organizations or local businesses, boutique retreats, business meetings, etc around target initiatives.
Homes
Commercial Spaces
Land
Every Preserving Places property has a primary and distinct community impact function yet will each share the aim of being self sustaining by a mix of income generating activities. These are some high level considerations we often see as fruitful avenues to sustain assets and future growth to impact communities.
Community leaders, organizations...
Host fundraising events for others.
Residential, commercial, mixed use.
Photo, video, film, etc.
Hosting industry leader masterminds.
Invite only initiative-focused events.
Restorative serenity retreats.
Exclusive cause-focused fundraisers.
Unify charities around use of a place.
Providing legacy impact assessments of assets in consideration. This process will determine the highest and best use for assets with regards to portfolio positioning and related community initiatives that they can support.
Providing guidance to individuals, families, and organizations in the legacy and community impact considerations through a network of strategic partnerships providing key resources and services to sustain legacy.
Donation of real estate and assets provides tax benefits for individuals and organizations that may need tax related offsets. Strategically planning for annual giving can readily free up capital for good causes rather than going to taxes.
As we continue to build out a strategic portfolio of community focused real estate to serve its greatest needs, we inevitably will also have key insights into the areas where you can plug in and support your local community, too.
Gifted cash, stocks, investments, and other liquid assets can be utilized for acquisitions.
Non-liquid assets such as real estate can be gifted to Preserving Places to be stewarded.
An owner's space is periodically made available for use prior to the asset being gifted in the future.
Send us a note and we'll be in touch.
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Copyright © 2023 Preserving Places
Kevin is passionate about being a catalyst for people to realize their dreams, purpose and potential, and has utilized that passion to fuel his professional efforts in the real estate industry. He helps his clients by providing strategy to those looking to invest in the construction, development, and real estate industries. He is a Broker Associate that has served in the real estate space for the past nine years, holding the Assistant Manager position for several years at Tarbell Realtors’ top-producing office (prior to being acquired by Berkshire Hathaway), and being recognized as a top-producing agent with both brokerages. Prior to working in real estate, Kevin worked in business development in the power generation space, managing special projects and strategic initiatives for the Founder/CEO. Kevin also has a passion for real estate investing, and manages two vacation rentals he and Jenn have acquired, renovated/remodeled in recent years. Kevin thrives when it comes to managing strategic projects, vendors, service groups, project timelines, and key relationships centered on a common goal.
Kevin has a BS in Business Administration focused in Management, Entrepreneurship, Organizational Leadership & Economics from Chapman University, where he was also the first in Chapman University history to serve two terms as Student Body President. He has served on the following boards: Chapman University Alumni (2007-2017), Board of Directors (2007-2009), Chapman 50 (2017-2019). He was also an ex-officio member of the Board of Trustees (2007-2009).
Jenn has a passion for building strategic relationships, partnerships and structures for the purpose of transformation. She currently devotes most of her time to being a mom, but also works (part-time) as a Partner for Generous Giving, encouraging others in their unique journeys towards experiencing the joy, freedom and life transformation that comes from partnering with God in stewarding all He’s entrusted to them. Jenn grew up in Orange County, California, and attended the University of Southern California where she received her degree in Psychology, with minors in Business and Religion.
Jenn is an entrepreneur, having enjoyed a number of fun, formative entrepreneurial experiences—from owning a small retail business, to consulting, to short term vacation rentals, to tech start-ups—and loves the thrill and challenge of building a business. She has also spent over 10 years working directly for and with faith-based microfinance organizations as an employee, executive team member, board member and consultant. Through her involvement she has built and managed teams responsible for regional fundraising activities including large-scale fundraising events. Jenn has served on the boards of HOPE International, The Barnabas Group, and Esperanza International, and in 2020 published her first book titled $4.83 The cost to impact the life of a child for a year… maybe forever, which highlights the impact of faith-based microfinance on kids.
Every Preserving Places property has a primary and distinct community impact function yet will each share the aim of being self sustaining by a mix of income generating activities. These are some high level considerations we often see as fruitful avenues to sustain assets and future growth to impact communities.
Community leaders, organizations...
Host fundraising events for others.
Residential, commercial, mixed use.
Photo, video, film, etc.
Hosting industry leader masterminds.
Invite only initiative-focused events.
Restorative serenity retreats.
Exclusive cause-focused fundraisers.
Unify charities around using places.
Gifted cash, stocks, investments, and other liquid assets can be utilized for acquisitions.
Non-liquid assets such as real estate can be gifted to Preserving Places to be stewarded.
An owner's space is periodically made available for use prior to the asset being gifted in the future.
With debt service pressures not playing a role, there isn't a need to repay investors or steep interest sums like most traditional models. Income generated on Preserving Places' properties will first cover their respective operating costs, and proceeds above and beyond that generated through missionally aligned events will go directly to community impact initiatives and future property acquisitions that further community efforts. Though some aspects of traditional investment and investor models may make sense in select scenarios it will not be a primary acquisition strategy.
The real estate consultancy providing strategy, advisory, and acquisition services. It is also the social enterprise designed to maintain a portfolio of primarily free and clear properties in perpetuity for the purposes of community impact. Properties are retained without personal ownership yet are structured to allow leadership to continue the vision of stewardship and community impact for generations to come.
The partner nonprofit that is founded with the heart to foster a movement of serving others and putting action to love in our communities. Do Love manages income generating activities on select Preserving Places properties to facilitate community impact. Each property is to remain on-mission in its endeavors while strategically utilizing the assets to financially sustain and/or significantly support its own operations in order to perpetuate its efforts.