Real Estate Advisory Group
Your real estate portfolio should be managed with the same expertise as your other assets.
Real estate holdings make up a significant part of the balance sheet for many of our clients. We believe the advice you receive should be timely and specific to your financial plan. To support that goal, the Brighton Jones team undertakes a proven process to analyze your real estate holdings and provide strategic, actionable advice.
Our process is guided by experienced, licensed professionals who are fully integrated with the broader Brighton Jones team, ensuring that your interests are front and center. There are no outside brokers or competing agendas. We spend each day conferring with Brighton Jones experts in investments, tax planning, estates, philanthropic strategy, and more. The combined approach considers and contributes to your lifestyle plan in the context of your overall portfolio.
Aside from overall real estate support, the Real Estate Advisory Group provides the following primary services:
- Comprehensive benchmarking of your residential rental property investments, including; cash on cash return, cash on equity return, and before/after-tax cash flow estimates. This will provide an accurate 10-year projection of the after-tax cash flow you can expect from your real estate and will clearly show how hard your real estate equity is working for you.
- Our customized disposition analysis provides you with clarity on your exit strategy. Whether this year, next year, or 10 years from now, our detailed analysis will clearly show your tax impacts upon sale and specifically quantify how much cash you will have after the sale of your investment.
- Working with clients, the group explores the highest and best use of their real estate, providing a detailed analysis of the property’s potential and its financial viability.
- The group also assists clients with acquisition analysis and disposition brokerage of their investment real estate, and they do all of this in close collaboration with the rest of your Brighton Jones team and your overall financial plan.
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.