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Real Estate Advisors

Your real estate portfolio should be managed with the same expertise as your other assets.

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:


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.


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.

Let’s Talk

Whether you have a specific question, or you’re interested in learning more about how our approach could be tailored to your situation, we’d be happy to hear from you. Please feel free to be in touch in whichever way works best for you.