We partner with Wealth Advisors to provide their clients a full scope of their real estate portfolio.

Oftentimes, wealth advisors have a clear understanding of their client’s investment portfolio except for the real estate assets. Reason being, evaluating and advising a diversified real estate portfolio is difficult because of the diversity of those properties (types and locations). Since we are uniquely positioned to service residential and commercial properties in all 50 States and 24 Countries we can truly advise a client on the “totality” of their real estate investments.

We provide market analysis, current market valuations, and strategy to optimize their real estate portfolio by holding, purchasing, selling and/or exchanging properties.

Additionally, having one source overseeing/quarterbacking the entire Real Estate Portfolio allows for efficiency in managing and streamlining the lending, insurance, and equity allocation process.