Credit Union Industry Leader


Concierge Real Estate Services

We are a full service real estate solutions leader specializing in credit unions.

We understand that credit unions aren’t banks. Your members aren’t simply accounts. Your mission isn’t just profits.

You serve a vital and distinctive purpose. Which makes your real estate needs unique as well.

That’s why we do things differently. In how we research. In how we analyze. In how we customize what we deliver to you.

And even in how we charge for our exceptional services.

What Makes Rubicon Unique

We are sharply focused, highly specialized, and uniquely qualified to serve the credit union industry.

We are proud to be the credit union industry’s real estate leader.

We know what sets you apart. What your members expect. And what your employees and stakeholders need.

With over two decades of experience, we offer you a holistic set of services that save you time and a compensation model that saves you money.





“They’re professional, thorough and have been a key resource as we build an expansion strategy.”

- CoastHills Credit Union

“I would enthusiastically recommend Corey and his team to credit unions wishing to better the performance of their real estate portfolio.”

─ LA Financial Credit Union

“By handling every aspect of our real estate you allowed us to maintain focus on our business.  Again, thank you for your stellar performance.”

─ California Credit Union

Our Clients