We are driven to exceed client expectation by designing customized solutions and implementing them to achieve our clients’ goals and expectations. We do this through the strategic investment and effective management of real property assets. We believe that real property assets play a critical role in a diversified wealth portfolio and are focused on the overall performance of the assets as they relate to each client’s individual plan.
We are passionate about people and having a positive impact on our communities. People are influenced by real estate in every part of their lives: where they live, where they work, and where they play; all are types of real estate. By creating customized solutions for our clients that focus on bettering the overall community for the future we are providing an insulated appreciation cycle as well as a secure source of income. REAL ESTATE SERVICES Asset Management – Property Management Asset Management of real property assets includes all operational aspects as well as all financial components. Operationally the asset manager will oversee the day-to-day operations of the property, collecting rent, servicing repairs, tenant relations, and maintaining property free of issues. Financial components would include overseeing mortgage, insurance, property taxes and connection to larger estate plan including distributions.
Wealth Planning – Real Estate Advisor As a critical part of understanding the client’s needs, a wealth plan is designed and implemented to achieve the client’s goals. The wealth plan is something that we will use as a benchmark in the asset management of the real property assets. In addition to regular updates if performance seems to be deviating or there is an opportunity to accelerate performance, we will revisit the plan with the client.