Broker Check

ALTA INVESTMENT GROUP

Toni Sutherland is the founder of Alta Investment Group. Ms. Sutherland has a strong background in financial and estate planning. She holds the following securities licenses, 7, 63, 65, Life Insurance and has a current California real estate license. She owned and operated her own private successful businesses, which included buying, selling and managing investment properties. She worked at American Express as a financial planner in Silicon Valley and worked at Solomon, Smith, Barney in Capitola and Palo Alto for five years. Other experience included: establishing 401K investment programs for thousands of employees; and managing stock portfolios for high net worth individuals in “who’s who in the Silicon Valley” and internationally.

Ms. Sutherland’s team has bought, sold, managed, and/or brokered more than $450,000,000 of commercial, retail, industrial, multi-family, resort, and office properties.

The Alta Investment team has nearly a century of combined work experience in the following areas of real estate: finance, financial planning, brokerage, management, construction, development, and 1031 tax deferred exchanges (fee simple, DST and tenants in common).

We also specialize in tenants in common and DST transactions with well known companies in the United States that have been scrutinized through extensive due diligence by our broker/dealer. In addition, all properties that are presented as TIC and DST opportunities are individually subjected to due diligence by our broker/dealer, the Alta Investment team, and more importantly by the lender. This multi level due diligence serves as a method whereby the smaller investor can obtain another level of confidence that the specific investment is acceptable in terms of the owner’s investment parameters.