Jorge Sandoval

Editor
DISC Type : CS

West Region Real Estate Tax Leader at Deloitte

Costa Mesa, California, United States

Overview

Jorge Sandoval is the West Region Real Estate Tax Leader and a Partner at Deloitte, bringing nearly two decades of experience. He specializes in tax planning for real estate transactions, advising funds, developers, and REITs. He holds a Master of Business Taxation from USC.

Based on his activities, Jorge is passionate about supporting charitable causes and community fundraising. He actively uses his professional network to encourage donations for events he cares about, particularly those focused on supporting the next generation.

He has authored a publication on the specific topic of Private Rulings Addressing Congregate Care Facilities.

Personality Overview

Skeptic

Self-Disciplined

Sometimes Friendly

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Real Estate Taxation
As Deloitte's West Region Leader for this practice, he advises clients on tax structuring for acquisitions, dispositions, and restructurings.
REIT Advisory
He has deep expertise in advising Real Estate Investment Trusts (REITs) and is a member of the National Association of Real Estate Investment Trusts (NAREIT).
Partnership Transactions
His background includes a focus on transactional planning and economics for partnerships, a key area of his tax expertise at both Deloitte and EY.

Media Appearances

Jorge has no verified media appearances

Work History

6-2025
West Region Real Estate Tax Leader at Deloitte
2-2019
Partner at Deloitte
7-2017 - 2-2019
Senior Manager at EY
7-2015 - 6-2017
Senior Manager | National Tax - Partnership Transactional Planning & Economics Group at EY
2-2012 - 6-2015
Tax Manager at EY

Education

2008 - 2011
Master of Business Taxation (MBT) from USC Marshall School of Business
2002 - 2006
Bachelor of Science (BS) from UC Irvine

More Information

Social Presence :

Prographics :

Exp : 19 Location : Costa Mesa, California, United States Job Level : Mid-senior Designation : West Region Real Estate Tax Leader at Deloitte
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Insights For Selling To Jorge

During A Call Or A Meeting

DO's

  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories
  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself
  • Actively address their concerns around change, risk, and acceptance by users

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jorge is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jorge

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Jorge move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Jorge take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Jorge

Personality Compatibility


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