The Lederer Team

rking with us the response is, “You’re team is unique and amazing!”

We have an integrated team of the Bay Area’s best experts who provide exclusive, essential and complimentary real estate services in: Sales, Financial Planning, Mortgage Banking, Repairs and Maintenance, Insurance Planning and Estate Planning. We offer all our customers access to free advice from our complete team of experts. Our goal is to make sure you get a comprehensive strategy for selling, buying and maintaining the real estate you own. First and foremost, there are fundamental facts about real estate that all property owners cannot avoid. All of our advisors provide help that stems from these 6 key concerns:

1. Property owners want to maximize their properties value and returns.
2. Real property produces unavoidable maintenance & repair costs.
3. People face taxes, retirement, and lifestyle costs in relationship to the real estate they own.
4. Leverage has a direct effect on an owner’s financial situation.
5. Property ownership creates legacy concerns. Those that ignore any of these fundamental concerns will eventually face consequences. We provide services that are essential for helping our clients avoid real estate related breakdowns. We promise all our customers get free access to our team of experts (each recognized as being best in their class and field), so they can make confident effective decisions and produce financially successful real estate transactions. Below is a brief description of the complimentary services available to our customers:

Buyer’s and Seller’s
All our buyers and sellers receive a free 1-year home warranty with each transaction. This warranty is our way of thanking all our customers for their business! Just call the warranty company if a major system of your home is broken. The warranty company will first try to make a repair and if not possible then they will replace the broken system for free. This saves both parties money and provides peace of mind during a transaction. Concierge Service
Our customers receive free coordination of all their real estate repairs and maintenance needs. When it comes to successful home renovation projects, choosing the right contractor for the job is an essential first step. Whether you’re upgrading, remodeling or developing your property, we are here to help you find and coordinate your next project. Financial Planning
All our clients have the opportunity to receive a financial plan from our expert at no cost. Our financial planning expert has a Masters in Business Administration, with an emphasis in finance, from the Haas School of Business at UC Berkeley and he is a registered Series 65 Investment Advisor Representative. Our clients also have the ability to develop, maintain and improve their financial plan as they buy, sell and own. Mortgage
Our clients get free access to our mortgage banking expert. At no additional cost our mortgage expert automatically coordinates with our financial planer. This helps our clients navigate all the different mortgage products to make sure their final mortgage situation is coherent with their financial plan. Our clients also receive free mortgage tracking. Our mortgage advisors have software that continuously watches the rise and fall of interest rates in the context of our clients financial plan. This means they will not miss an opportunity to refinance if it is coherent with their financial plan. Insurance
Our clients receive a free insurance assessment that reviews their current insurance policies and assesses any potential future insurance needs. This guarantees our clients get the best possible insurance for their money. Often our expert is able to consolidate our clients property, auto, life and umbrella policies to produce a
reduction in their total insurance cost while increasing their overall coverage. Estate Planning
Our clients receive a free initial consultation with our estate attorney who can advise you on your current will and trust or help you to develop a new plan. This assures that our client’s most precious assets will pass to their heirs at the least cost possible.