Business Details
31 Years
experience
Your Trusted Real Estate Investment Partner in Lafayette, CA
Viking Real Estate Group has been a trusted leader in real estate investment and finance since 1995. Our team combines decades of industry experience with a client-centric approach to deliver tailored solutions for residential and commercial real estate needs. Specializing in active and passive investment strategies, we guide clients through property acquisitions, 1031 exchanges, and mortgage financing. Our expertise extends to portfolio analysis, development feasibility, and consulting services for individuals and institutions. With a focus on transparency and long-term relationships, we prioritize understanding each client's unique goals to provide strategic recommendations. Backed by affiliations with Viking Real Estate Holdings, Inc., we maintain rigorous compliance with state and federal regulations.Our principals bring extensive backgrounds from prestigious firms, ensuring clients benefit from deep market insights and financial acumen. We serve clients across California and beyond, offering competitive mortgage rates and customized investment opportunities. Our commitment to excellence is reflected in our track record of assisting thousands of clients with their real estate objectives. As a licensed broker with the California Department of Real Estate, we uphold the highest standards of professionalism and service.
Services
Real Estate Investments
Residential Mortgages
Commercial Mortgages
1031 Exchange Properties
Real Estate Consulting
Portfolio Analysis
Development Feasibility
Mortgage Brokering
Net Lease Properties
Investment Consulting
Details
- Year established: 1995
Highlights and features
- We offer over 20 years of experience in real estate investment and finance.
- Our team provides tailored strategies for active and passive real estate ownership.
- We specialize in 1031 exchange properties and complex mortgage solutions.
- Our principals hold advanced degrees and certifications in real estate analysis.
- We maintain rigorous compliance with state and federal licensing standards.
Services
Real Estate Investments
Viking Real Estate Group specializes in active and passive real estate investment strategies. We offer opportunities in rental properties, commercial assets, and net-leased properties with long-term leases. Our team provides tailored recommendations based on client risk tolerance and financial goals.
1031 Exchange Properties
We assist investors with Section 1031 tax-deferred exchanges, identifying replacement properties and coordinating with qualified intermediaries. Our expertise ensures compliance with IRS regulations while maximizing investment growth potential through strategic property reinvestment.
Residential Mortgages
Viking offers competitive residential mortgage solutions, including conforming, jumbo, and super-jumbo loans. We work with multiple lenders to secure favorable terms for clients, tailoring financing options to individual credit profiles and property requirements.
Commercial Mortgages
Our commercial mortgage services cater to complex financing needs for office buildings, retail centers, and industrial properties. We provide fixed and variable-rate options, leveraging relationships with institutional lenders to secure optimal financing structures.
Real Estate Consulting
We offer portfolio analysis, development feasibility studies, and cash flow modeling for institutional and individual clients. Our consulting services include discounted cash flow analysis and recapitalization planning to optimize real estate investments.
People
Tom Velken
Principal
Tom founded Viking Real Estate Group in 1995 and oversees all management aspects. With over 20 years in commercial/residential real estate, he previously worked at Catellus Development Corporation and Cushman & Wakefield. Holds a UC Berkeley degree in real estate finance.
Bryan Harms
Consultant
Bryan joined Viking in 2009, managing marketing and business development. Former Director of Marketing at Inverness Real Estate Investments, he holds a UC Berkeley English degree and graduate coursework in Clinical Psychology.
Questions
What real estate investment options do you offer?
We provide active ownership opportunities like rental properties and passive net-leased assets with corporate tenants. Our services include 1031 exchanges and portfolio diversification strategies tailored to client objectives.
Do you assist with 1031 tax-deferred exchanges?
Yes, we specialize in 1031 exchanges, helping clients identify replacement properties and coordinate with qualified intermediaries while ensuring full IRS compliance for tax-deferred reinvestment.
What mortgage products are available?
We offer conforming, jumbo, and super-jumbo loans for residential properties, plus commercial financing options. Rates depend on credit scores, loan-to-value ratios, and property types.
How do you tailor investment strategies?
We analyze client financial goals, risk tolerance, and investment experience to recommend active or passive real estate opportunities that align with their specific requirements and market conditions.
What consulting services do you provide?
Our consulting includes portfolio analysis, development feasibility studies, discounted cash flow modeling, and recapitalization planning for individuals and institutional clients seeking data-driven investment decisions.
