Sage Real Estate

What Sage Real Estate does

Sage Real Estate Group is a privately held, founder-owned commercial and multifamily real estate brokerage headquartered in Long Beach, California, operating under California DRE License No. 02163228. The firm specializes in fourplex and small multifamily apartment buildings (typically 2 to 20+ units) across Long Beach and the broader Southern California market, serving individual and small-portfolio real estate investors seeking to buy, sell, or exchange investment properties. Its service portfolio spans buyer and seller representation, property valuation, cash offers, 1031 exchange facilitation, investor consultation, and vertically integrated mortgage financing through its wholly-owned subsidiary, Sage Trust Mortgage, creating a single-platform transaction experience for clients.

Revenue is generated primarily through transaction-based brokerage commissions on multifamily and commercial property sales, purchases, and exchanges, with cross-sell into mortgage origination at Sage Trust Mortgage. The go-to-market is sales-led and anchored on a video-first content distribution strategy that includes a top-5 nationally ranked multifamily YouTube channel (20,000+ subscribers, 27,000+ monthly views), the Own More Doors podcast (top 25% globally), an educational Teachable course, a suite of investor-facing analysis tools (Deal Investigator, Multifamily Rental Property Calculator, DSCR Calculator, FHA and VA calculators), and recurring community events including the Annual Multifamily Investor Summit and monthly 4-Doors to More Doors meetups. An exclusive VIP investor database provides off-market deal flow and weekly deal-of-the-week notifications. Under the leadership of President and Broker-Owner Juan Huizar (CCIM designation, 2025 President of the Apartment Association of Southern California Cities, 2025 GlobeSt. Influencers in Multifamily awardee), the firm operates as a boutique brokerage within the Long Beach 5-20 unit sub-market, where 2024 transaction volume grew 40% year-over-year (from 85 to 119 closings) and average days-on-market compressed from 148 to 133 days.

The firm layers generative AI tools (ChatGPT, Claude, Gamma) and third-party data services (HelloData AI for rent comps, CoStar analytics, Google Analytics) on top of its brokerage operations to automate pitch deck generation, financial modeling, BOV production, and offering memorandum creation. The platform also features a proprietary Deal Investigator tool, an integrated map-based listings search, and content series (Fourplex of the Month, blog, podcast) that together form a content-marketing funnel into brokerage transactions. Sage maintains active strategic partnerships with CoStar Group, the Apartment Association of Southern California Cities, NAHREP LA South Bay, and HelloData AI.

Name

Sage Real Estate

Legal name

Sage Real Estate Group

Website

https://sageregroup.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

Sage Real Estate is a privately held, founder-owned multifamily and commercial real estate brokerage in Long Beach, California. It specializes in fourplex and small apartment buildings for individual investors across Southern California, with vertically integrated brokerage and mortgage financing.

Ownership category

akta.pro rank

Product category

Real Estate Brokerage

NAICS

Offices of Real Estate Agents and Brokers (531210), Offices of Real Estate Agents and Brokers (53121), Real Estate Credit (522292)

SIC

Real Estate Agents & Managers (For Others) (6531), Loan Brokers (6163), Mortgage Bankers & Loan Correspondents (6162)

akta.pro primary industry

Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)

akta.pro secondary industries

Real Estate Transaction Advisory & Due Diligence (FSAEAJAJ), Debt & Structured Finance / Mortgage Brokerage (BPAJABAK)

Keywords

• Multifamily brokerage services
• Commercial real estate
• Investment property sales
• 1031 exchange services
• Multifamily mortgage financing

Headquarters

HQ city

Long Beach

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations, Infrastructure

Revenue model

1. Brokerage Commissions: Traditional real estate brokerage收取买卖双方佣金 for multifamily and commercial property transactions. Commissions earned on property sales, purchases, and exchanges. The firm also offers Sage Trust Mortgage for financing services, creating a vertically integrated experience.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels9 records

Core offering

Sage Real Estate is a Long Beach-based boutique multifamily and commercial real estate brokerage specializing in fourplex and small apartment buildings. The firm provides full-service buying, selling, 1031 exchange facilitation, and investor consultation, complemented by Sage Trust Mortgage, a wholly-owned mortgage subsidiary offering DSCR, FHA, VA, and SBA loans. The brokerage layers investor tools including a proprietary Deal Investigator analysis tool, a VIP Off-Market Deals subscription, free property valuations, and a Cash Offer Program.

Product overview

Sage Real Estate operates as a comprehensive multifamily real estate investment platform built around a brokerage core and mortgage services subsidiary. The core Sage Real Estate brokerage (DRE No. 02163228) specializes exclusively in fourplex and small multifamily properties in Long Beach, CA, offering full-service buying, selling, 1031 exchanges, and investor consultation. Sage Trust Mortgage provides complementary financing including DSCR loans, FHA, VA, and SBA products. The platform layers on investor-facing tools including a Deal Investigator analysis tool, VIP Off-Market Deals subscription, free property valuation service, and a suite of investment calculators (Multifamily Rental Property Calculator, DSCR Calculator, FHA Financing Calculator, VA Calculator). Content and education products include the Own More Doors Podcast (top 25% globally), a YouTube channel (20K+ subscribers, top 5 multifamily channel nationally), an Educational Course on Teachable, and the Real Estate Investor Blog. The firm organizes recurring events (Annual Multifamily Investor Summit, Monthly Meetup) and publishes market-specific content including the Fourplex of the Month series. The AI-enhanced offering uses generative AI tools to produce investor pitch decks and automated market analysis.

Differentiator

Problem solved

Functional benefit

Products and services

• Sage Real Estate Brokerage Services Full-service multifamily and commercial real estate brokerage specializing in fourplex and small apartment buildings in Long Beach, CA. Includes property representation for buyers and sellers, 1031 exchanges, and investor consultations.
• Sage Trust Mortgage Mortgage brokerage offering financing for multifamily properties, including conventional loans, DSCR loans, VA loans, FHA financing, and SBA loans. Located at 2734 East Broadway Avenue Suite #7, Long Beach, CA.
• Deal Investigator A proprietary analysis tool that helps investors evaluate real estate investment deals, assess property performance, and determine whether a deal meets investment criteria based on financial metrics.
• VIP Off-Market Deals Subscription service providing exclusive access to off-market investment properties not listed on MLS. Subscribers receive weekly deeply discounted investment opportunities, market updates, and exclusive investor resources.
• Free Multifamily Property Valuation Professional multifamily property valuation providing detailed market analysis including rent roll analysis, comparable sales, GRM, cap rate, and price-per-door metrics to determine fair market value.
• Cash Offer Program Service enabling property sellers to receive an instant cash offer on their property without the traditional sale process, with faster closings and no financing contingencies.
• 1031 Exchange Services Facilitation of tax-deferred property exchanges under IRC Section 1031, allowing investors to swap investment properties while deferring capital gains taxes. Sage coordinates replacement properties from inventory and the off-market network.
• Educational Course - How to Analyze Real Estate Investment Properties Like a Pro Online educational course available through Teachable that teaches investors how to evaluate and underwrite multifamily investment properties like a professional.
• Annual Multifamily Investor Summit Annual event bringing together investors, property owners, and real estate professionals for market insights, investment strategies, and networking. Features keynote speakers including economists, market analysts, and industry leaders.
• Monthly Meetup - 4-Doors to More Doors Monthly networking event for multifamily investors and property owners in Long Beach, providing education, deal sharing, and community building for real estate investors.

Quantifiable outcome

• Properties sell for 10% more and 10x faster than market average
• +3 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability10 records

Feature2 records

Partnerships

Four partnerships are on record, tiered core and minor.

• NAHREP LA South BaycoreGTM or Marketing Partner · 27 May 2026Juan Huizar served as Featured Speaker at NAHREP LA South Bay's 'Commercial Growth Blueprint' event, sharing expertise on multifamily investing and commercial strategy with their membership network.
• CoStar GroupcoreStrategic or Co-development Partner · 26 February 2026CoStar's Senior Director of Analytics Ryan Patap featured as keynote speaker at Sage Real Estate's Annual Multifamily Investor Summit and interviewed for market insights content. CoStar provides market data and analytics that Sage uses for investor education and market reports.
• Apartment Association of Southern California CitiescoreStrategic or Co-development PartnerJuan Huizar serves as President of the AACSC (2025), providing thought leadership, advocacy for housing providers, and industry representation. The firm has board member representation and organizes association events.
• City of Long BeachminorStrategic or Co-development PartnerChristopher Koontz, Director of Development Services for City of Long Beach, featured as speaker at Sage's Multifamily Investor Summit to discuss city development impacting multifamily investors.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Northmarq: US commercial real estate capital markets intermediary focused on multifamily and other commercial property sales, debt, and equity placement. Comparable because it brokers multifamily investment transactions and arranges financing for investors, similar to Sage's brokerage + Sage Trust Mortgage model.
• Cushman & Wakefield: Global real estate services firm with multifamily capital markets and valuation practices. Comparable in serving investors buying and selling apartment buildings, but at far larger scale and as part of a diversified services platform rather than a fourplex-specialized boutique.
• CBRE Group: Global commercial real estate services firm with multifamily investment sales, debt placement, and advisory. Overlaps with Sage on multifamily brokerage and investor advisory but offers a far broader service portfolio and global footprint.
• JLL (Jones Lang LaSalle): Global real estate services and investment management firm with multifamily investment sales and debt/equity advisory. Comparable on multifamily transaction advisory and capital markets, though as one of many service lines within a global platform.
• Lee & Associates: US commercial real estate brokerage with strong West Coast presence in multifamily and investment sales. Overlaps with Sage in serving investors buying and selling apartment properties in California, but as a full-service CRE firm rather than a fourplex-only boutique.
• Berkadia: National commercial real estate platform combining multifamily investment sales with mortgage banking (HUD, Fannie, Freddie). Closely mirrors Sage's brokerage-plus-mortgage vertical integration thesis, but operates at institutional scale across the entire US.
• Marcus & Millichap: Large US commercial real estate investment sales brokerage with a dedicated multifamily division. Comparable because it serves the same investor client base on similar multifamily and small-apartment transactions, but at national scale and broader asset-class coverage versus Sage's boutique Long Beach focus.

Regional players

• Kennedy Wilson: Global real estate investment and services company with a strong multifamily investment platform across the Western US, including California. Comparable because it sources, underwrites, and trades multifamily assets for investors, though more institutional in orientation than Sage's small-investor focus.

Direct peers

• Lyon Stahl Investment Real Estate: Los Angeles-based multifamily and commercial investment sales boutique targeting private and small institutional investors. Directly comparable in product specialization (multifamily/apartment buildings), investor client profile, and SoCal geographic footprint, though covering a wider LA-area territory.
• Apartment Realty Group (ARG): California-focused multifamily investment sales brokerage specializing in apartment buildings for investors. Highly comparable in product (multifamily-only), buyer profile (small/mid investors), and toolset (deal analysis resources), though serving a broader SoCal footprint than Sage's Long Beach-only niche.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCOlg2zdSutM06eExWQLeGOQ
• Facebookfacebook.com/SageRegroup
• LinkedInlinkedin.com/company/sagerealestate
• Instagraminstagram.com/multifamilylongbeach

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sage Real Estate