Real Estate & Financial Advisory

David Bentley is a real estate investment manager and financial advisor with specialized skills in land investment, development, commercial real estate, IRC Sec 1031 exchanges and Estate Planning. He is a subject matter expert with a career spanning four decades in direct investment, private equity,  partnerships, asset management, land use entitlement, brokerage and consulting.  Financial advisory emphasizes federal tax and estate planning strategies for real estate owners.

Expertise includes property sourcing and acquisitions; drafting and negotiating purchase & sale agreements, options and joint ventures; subdivision entitlements & development management; valuations, marketing and dispositions.  Local, state and federal agency permit experience includes subdivision maps, infrastructure financing districts, environmental permits and mitigation pursuant to NEPA, ESA, CWA, CEQA, AZDEQ; USF&WS-HMP; USACE 404, CAF&W 1602, RWQCB 401.

David’s practical experience is complemented by a broad base of academics and professional certifications, including a business degree (BSBA) and post-graduate certificate programs and professional licenses in commercial-investment real estate, development and taxation (CCIM); real estate appraisal (CGREA & MAI Candidate); DRE-R.E. Broker; financial planning, risk management, equities, bonds, trusts, estates and taxation (ChFC).

Education & Certifications

BSBA - University  of Arizona & University of Phoenix. 

Certified Commercial Investment Member (CCIM - 2280) 

Chartered Financial Consultant (ChFC) -  American College of Financial Services

Commercial Real Estate Appraiser & MAI Candidate (former; CGREA)

Real Estate Broker (CA DRE 01031408)