In this episode of SF Commercial Property Conversations with Bruce Bean, we sit down with Bay Area native and former tech entrepreneur turned wealth strategist, Dave Condensa. Dave shares his fascinating journey from building multi-million dollar tech companies to helping individuals and families maximize their wealth through smart tax strategies.

We dive deep into Qualified Opportunity Zones—what they are, how they work, and why most people have never heard of them. Dave breaks down how these zones can be used to save hundreds of thousands of dollars in capital gains taxes, especially for homeowners looking to downsize, people selling rental or commercial properties, and even those exiting from stock or business sales.

He also touches on how these tools intersect with investments in energy and real estate, giving real-life examples of how clients are generating tax-free income while building long-term wealth.

What You'll Learn:

How Dave pivoted from Silicon Valley tech to personal wealth management
The mechanics and tax advantages of Qualified Opportunity Zones (QOZs)
Why QOZs are considered one of the most powerful tax-saving tools available
Real estate vs. energy sector investments within opportunity zones
When and why a 1031 exchange may not be the best fit

------------------------------------------------------------------------------------------------------------ We’re excited to feature your voice in the conversation about building wealth and legacies through commercial real estate. Join us to share your journey and insights with our growing audience! Learn more and apply at https://sfcommercialconversations.com/guest

Opportunity Zones Unlocked: Dave Condensa’s Journey from SV to Tax Strategy