Soleil Group
For owners, acquirers, and real estate investors

Acquisitions and investment, in development.

In developmentConfidential inquiries welcome
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Soleil Equity · Miami

Strategic acquisitions & investment advisory.

Soleil Equity is being developed to focus on the intersection of real estate investment, business acquisitions, and long-term asset value creation.

Its proposed approach emphasizes disciplined opportunity evaluation, operational fundamentals, strategic partnerships, and selective transactions.

A developing division. Soleil Equity does not manage an investment fund, raise capital, offer securities, or guarantee returns. Services that require licensing or registration will be offered only after the appropriate authorization is in place, and completed engagements will be listed only once confirmed.

Areas of focus

Six areas, one discipline.

01

Real Estate Investment Evaluation

Sourcing, screening, and modeling property opportunities, including underperforming and repositioning assets.

  • Property investment sourcing and screening
  • Acquisition analysis and financial modeling
  • Hold, refinance, and disposition evaluation
02

Business Acquisition Sourcing

Finding operating businesses that fit a defined acquisition thesis.

  • Business acquisition search and screening
  • Transactions involving operating businesses and their real estate
03

Screening & Due Diligence Coordination

Organizing the review that tells you whether a deal holds up.

  • Commercial due diligence
  • Investment due diligence coordination
  • Business valuation coordination
04

Exit & Succession Preparation

Readiness work that shapes value well before a sale.

  • Business exit and succession preparation
  • Buy-side and sell-side transaction planning
05

Strategic Joint Ventures

Partnerships built around a specific asset or business.

  • Real estate and operating business partnerships
  • Acquisition partnership evaluation
  • Principal investment opportunities
  • Selective transaction-specific investment structures
06

Business & Asset Value Creation

Improving the fundamentals that make an asset worth more.

  • Underperforming asset and repositioning opportunities
  • Property improvement and value-creation strategies
  • Business and asset improvement strategies
  • Post-acquisition growth and integration strategy

Valuation note: Average middle-market purchase multiples eased from 7.3x trailing adjusted EBITDA in Q1 2026 to 7.0x in Q2, according to GF Data. Source: Mercer Capital, Middle Market Transaction Update, Fall 2026

Exchange note: A Section 1031 exchange must identify replacement property within 45 days of the sale and close within 180 days. Source: IRS, Like-Kind Exchanges Under IRC Section 1031

Construction & specialty contractingProperty servicesBuilding technologyHospitalityHealth & wellnessReal estate-related businesses

Sector focus

Miami-Dade, FL$589,000Maryland$425,000Virginia$455,953

Real estate markets we follow · median listing price, September 2026

Source: Realtor.com housing inventory data, via FRED: Miami-Dade, Maryland, Virginia

Proposed approach

Evaluate. Strengthen. Select.

EvaluateDisciplined review of each opportunity StrengthenOperational fundamentals and strategic partnerships SelectSelective transactions only
Who you work with
Sara Tavakoli Castellano

An advisor who runs the numbers.

Sara Tavakoli Castellano, founder of Soleil Group. Sara founded Soleil Group and is a REALTOR® with Douglas Elliman. As Principal at Tequesta Research, she led M&A negotiations, business valuations, and commercial real estate transactions, applying private equity discounted cash flow methods. Her background includes senior consulting at Deloitte across M&A, strategy, and data and AI, and strategic program management at DrFirst. She works with an international client base.

Wharton Private Equity CertifiedMaster of Health Administration (MHA)PMP® CertifiedREALTOR®, Douglas EllimanEx-DeloitteLicensed in FL, MD & VA

Completed Soleil engagements will be listed here once confirmed. Leadership →

Questions

Asked, answered.

Is Soleil Equity accepting clients?

Soleil Equity is being developed. It welcomes confidential acquisition inquiries now, and services that require licensing or registration will be offered only after the appropriate authorization is in place.

Does Soleil Equity manage a fund or raise capital?

No. Soleil Equity doesn’t manage an investment fund, raise capital, offer securities, or guarantee returns.

Which sectors does Soleil Equity focus on?

Construction and specialty contracting, property services, building technology, hospitality, health and wellness, and real estate-related businesses.

What happens after a confidential acquisition inquiry?

Your inquiry goes directly to the Soleil team. We reply to arrange a conversation, and your information is not shared with third parties without your permission.

How do Section 1031 exchange deadlines work?

The IRS requires replacement property to be identified within 45 days of the sale and the exchange to close within 180 days. Soleil doesn’t give tax advice, so confirm structure with your CPA and attorney.

Confidential acquisition inquiries

Start a confidential conversation.

Considering an acquisition, an exit, or a real estate investment? Share a few details and the Soleil team will reply. The first conversation is complimentary.

Sent directly to the Soleil team and used only to respond.

Soleil Equity

7408 SW 48th St B, Miami, FL 33155
Mon to Fri, 8 am to 8 pm · Sat and Sun by appointment

Soleil Properties

Sara Tavakoli, REALTOR®, Douglas Elliman
5555 Biscayne Blvd #302, Miami, FL 33137