Portfolio Planning

We Fill A Role That So Many Investors Need.

We help clients oversee/quarterback the "Totality” of their Real Estate Portfolio. This includes Residential and Commercial properties in all 50 States and 24 Countries.

Clients utilize our services to collaborate with their other trusted advisors (Estate Planning Attorney, Wealth Advisor, Tax Professional, etc.) to come up with the most strategic plan related to their estate and legacy planning. We arm our clients and their advisors with the variables needed to make educated real estate decisions.

Having one source with the capability to manage (buy/sell/consult) your real estate portfolio allows for efficient optimization, which includes streamlining lending, insurance, and equity allocation.

Our Real Estate Portfolio “Health Checks” Includes The Following:

  • Geographical mapping of the location of all properties

  • Shows how each property is titled

  • Property types (residential, commercial, usage)

  • Original purchase price

  • Purchase year

  • Client’s estimated value

  • Current market value (our valuation)

  • NOI

  • CAP rate

  • Loan balance

  • Equity

Contact Us For A Complimentary Planning Session