Financial Planning for Real Estate Investing

We build our client's real estate investment portfolio starting with a well-defined strategic plan that is based on the investor's goals. We consider the type of strategy based on CORE, CORE-PLUS, Value-Add, or Opportunistic investment strategies. We compare performance measurements and complete detailed investment analyses.

​

​

Financial Planning for Real Estate.

We build our client's real estate investment portfolio starting with a well-defined strategic plan that is based on the investor's goals. We consider the type of strategy based on CORE, CORE-PLUS, Value-Add, or Opportunistic investment strategies. We compare performance measurements and complete detailed investment analyses.

Building family offices, one investment at a time.

Family offices build wealth by managing real estate operating businesses and investing in the markets they serve. Focusing on trust's CORE strategy, we provide risk-averse opportunities with expertise in portfolio analysis. Providing portfolio review, we add value by evaluating the individual properties and how the portfolio performs.   

Align your real estate with your business. 

Real estate is a necessary evil and sometimes the second most expensive item on the profit and loss statement for many companies. We can determine whether a company should lease or own its real estate by applying three methods that analyze the company's dollars to occupy and return on investment. ​The goal is to determine the company's best mode to occupy its real estate today and in the future.  

Real Estate for Your Business.

Bringing decades of specialized knowledge along with market knowledge, our value-added approach spans the entire ownership cycle: acquisition, ownership, and disposition. Providing creative deal-making and capital market solutions to businesses and investors. Everything you need for a successful real estate transaction today and beyond.

Our consulting services cover both the real estate investor and businesses that occupy real estate. We provide acquisition and due diligence support, capital and debt structuring, ownership cost-benefit investment, exit support, and transaction services. From a business occupancy perspective, our services focus on workplace strategy, cost to occupy space, return on the deployment of capital, and the best mode to occupy real estate.