Real estate can be an important part of any portfolio. It comes with unique advantages, including new income streams, potential leverage, and favorable tax strategies to expand your current holdings.
The Real Estate Advisory Group provides evaluation and guidance for individual real estate portfolio strategies, including residential, multi-family, and commercial real estate.
We have established three service offerings to help clients navigate their real estate holdings and projects:
Assessment
Through your Personal CFO team, we help clients who are just starting on the real estate journey and need generalized recommendations regarding investment real estate. This service provides high-level answers from our in-house experts without specific documentation review or research involved.
Analysis
For clients needing detailed advice on specific investment assets, our team of real estate associates and analysts deliver in-depth analysis, guidance, and recommendations. This analysis includes a detailed 10-year pro-forma, quantifying future after-tax cashflow, return on equity, and disposition/1031 proceeds of the client’s investment real estate.
1031 Solutions
Our real estate team helps clients seeking to transition current investment real estate into institutional-grade, passively-managed properties through the IRS 1031 exchange process. We provide analysis, vetted recommendations, and project management, supporting our clients through the 1031 exchange process.