Leave a Message

By providing your contact information to Deason Group, your personal information will be processed in accordance with Deason Group's Privacy Policy. By checking the box(es) below, you expressly consent to receive marketing or promotional real estate communication from Deason Group in the manner selected by you. For SMS text messages, message frequency varies. Message and data rates may apply. Consent is not a condition of purchase of any goods or services. You may opt out of receiving further communications from Deason Group at any time. To opt out of receiving SMS text messages, reply STOP to unsubscribe. SMS text messaging is subject to our Terms of Use.

Thank you for your message. We will be in touch with you shortly.

Tech Professionals

Real Estate Advisors for Bay Area Tech Professionals

Whether you're early in your vesting schedule, weighing a purchase before a liquidity event, or deciding what to do with equity you've already sold, buying a home can look different for tech professionals.

The Deason Group advises clients at every stage, including employees at Google, Anthropic, Apple, Genentech, OpenAI, Stanford, Uber, and Lyft. We understand how equity-heavy compensation, uncertain liquidity timelines, and fast-moving careers intersect with major real estate decisions.

Our role is to bring clarity to the real estate side of the equation: what your budget unlocks in San Francisco, when the right opportunity is worth acting on, and how to approach a purchase with the privacy, discretion, and strategic guidance it deserves.

START YOUR HOME SEARCH

BY THE NUMBERS

$600M+

In Sales Volume

400+

Total Sales

18+

Years in Business

main

MARRIED TO TECH

A PERSONAL NOTE FROM JONATHAN

San Francisco's technology community is deeply personal to us. Paige, Nick, and I all married into the tech world, and we've seen firsthand how quickly circumstances can shift when your financial future is tied to equity, vesting, or a company's path to going public.

We understand that the right time to buy isn't the same for everyone. It depends on where you are: early in your career and still building, approaching a liquidity event, or already past one and deciding what's next.

Our clients build products at Anthropic, OpenAI, Google, and companies across the Bay Area. We advise them at whatever stage they're in, with the discretion and pace that stage requires.

Buying a home shouldn't mean navigating your compensation alone. We're here to help you think it through.

— Jonathan Deason

main

HOW WE HELP TECH BUYERS

  • Guidance on timing a purchase around your vesting schedule, tender offer, or liquidity event, so your offer strategy matches your actual cash position, not just your paper equity

  • Coaching on how lenders and underwriters view RSUs, unvested shares, and pre-IPO equity, and how to present your compensation package for the strongest possible pre-approval

  • Introductions to lenders experienced with tech compensation structures, including those comfortable underwriting against equity and bonus income

  • Discretion throughout the process. Many of our tech clients are navigating a purchase around a confidential liquidity event or a company still pre-IPO

  • Post-closing access to our network of contractors and designers, for clients who want to put some of that equity into the home itself
main

WHEN IS THE RIGHT TIME TO BUY WITH EQUITY COMPENSATION?

The right timing depends on where you are in your vesting schedule and your company's liquidity path. Here's how we typically advise clients:

  • Pre-IPO, still vesting: Focus on strengthening your cash position and building relationships with lenders before you need to move fast.

  • Approaching a tender offer or liquidity event: This is often the moment to start house hunting in earnest. We help you time the purchase around the event without overexposing yourself before shares are liquid.

  • Post-liquidity event: With cash in hand, the priority shifts to negotiating strategy and moving quickly in a competitive market.

  • Newly public or recently vested: We help you think through tax timing alongside your CPA before committing equity to a down payment.

COMMON QUESTIONS FROM TECH BUYERS

Yes. Many of our clients use vested RSUs, either sold for cash or factored in with the right lender, to fund a down payment. The strategy depends on your vesting schedule, tax situation, and lender. We help you sequence it correctly.

Most conventional lenders won't count unvested equity as qualifying income, though some private banks and lenders familiar with tech compensation will factor in a documented vesting schedule. We connect clients with lenders who understand the difference.

Often, yes, but not always. It depends on the market, your other savings, and how close the event is. We walk through the trade-offs with each client individually rather than applying a blanket rule.

It's not a problem, but it does require the right lender and the right documentation. We've guided numerous pre-IPO employees at companies like Anthropic and OpenAI through this exact process.

START WORKING TOGETHER

Contact us today to find out how we can be of assistance to you

Jonathan Deason | CA DRE# 01802544
415.412.7659 | [email protected]
Vanguard Properties, Inc. | CA DRE# 01486075

By providing your contact information to Deason Group, your personal information will be processed in accordance with Deason Group's Privacy Policy. By checking the box(es) below, you expressly consent to receive marketing or promotional real estate communication from Deason Group in the manner selected by you. For SMS text messages, message frequency varies. Message and data rates may apply. Consent is not a condition of purchase of any goods or services. You may opt out of receiving further communications from Deason Group at any time. To opt out of receiving SMS text messages, reply STOP to unsubscribe. SMS text messaging is subject to our Terms of Use.

Start Working Together

We pride ourselves in providing personalized solutions that bring our clients closer to their dream properties and enhance their long-term wealth. Contact us today to find out how we can be of assistance to you!
Contact Us

Follow Us on Instagram

Contact Details

Deason Group

Phone

(415) 412-7659

Email

[email protected]

Address

555 Castro St San Francisco, CA 94114 Deason, Jonathan Bryant | CA DRE# 01802544 Vanguard Properties, Inc. | CA DRE# 01486075

Submit a Message

By providing your contact information to Deason Group, your personal information will be processed in accordance with Deason Group's Privacy Policy. By checking the box(es) below, you expressly consent to receive marketing or promotional real estate communication from Deason Group in the manner selected by you. For SMS text messages, message frequency varies. Message and data rates may apply. Consent is not a condition of purchase of any goods or services. You may opt out of receiving further communications from Deason Group at any time. To opt out of receiving SMS text messages, reply STOP to unsubscribe. SMS text messaging is subject to our Terms of Use.

Message sent successfully!