OUR Asset Management Approach

We assist clients to maximize the overall performance of individual properties and portfolios for superior investment results.

We focus our expertise working with families and high net worth individuals to meet real estate asset management needs. Strategic planning for the overall real estate portfolio and individual assets includes:

• Establishment of the oversight process for real estate investments to monitor investment performance

• Development of Asset Management Plan to meet our client’s objectives

• Identifying key investment objectives

  • Cash flow requirements

  • Value-add strategies

  • Target overall return objectives

  • Exit strategies with analysis for optimal disposition timing

  • Managing risk

  • Maximize tax benefits

• Forecasting and Reporting

  • Annual budget and forecast outlook reporting

  • Itemized monthly income and expense reports

  • Quarterly dividend distributions

We understand complex ownership issues and deliver distinctively resourceful solutions.