
Real Estate Asset Advisors
Our Clients
Families, Estates & Trusts
Whether your real estate is currently a family holding, part of an estate or even in trust, maximizing its value and revenue impacts multiple generations. Knowing every property has its own unique characteristics and challenges, we help guide families to the most profitable solutions possible to secure the family legacy.
Non-Profits & Religious Institutions
Partnerships and relationships are at the heart of charitable work and religious communities. We help build new connections and increase real estate revenue, so organizations have the additional income needed to expand their scope of work or hire needed staff. Additionally, both non-profits and religious institutions benefit from our portfolio management services as a way to maintain confidence in annual real estate generated endowment disbursements.
As your Real Estate Asset Advisor, we offer four areas of service:
Find the Highest/Most Consistent Revenue Sources Possible
Reduce Expenditures
Evaluate and Mitigate Risk
Manage Real Estate Portfolios
What We’ve Achieved for Our Clients…
Increased Cash Flow
Found Lender Partners
Assisted with Property Transactions
Negotiated Property Agreements and Leases
Marketing
Improved Property Value
Conducted Market Research
Made Financial Projections
Developed Budgets
Developed/Revised Financial Strategies
