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Asset Management

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Over the years, our team has successfully managed a wide range of real estate investment portfolios across various asset classes. When you work with our management service team, you can rely on direct access to a team of advisors with the knowledge and experience to assist you in maximizing the return on your allocated real estate investment and optimizing your financial position.

As part of our service, we initially analyze your current holdings and provide a comprehensive Highest and Best Use Analysis of your portfolio. This analysis will include financial and market analysis, cash flow analysis, lease review, and more. Once the report is completed, we collectively design a personalized strategy that best meets your specific goals and objectives.

Meet Our Team

Management Services

Asset Management Services

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Highest and best use analysis

Cash on cash analysis
Cash on equity analysis
Cash flow analysis
IRR analysis
Lease analysis

Portfolio development and planning

Legacy planning
Tax strategy
1031 exchange
DST
Asset valuation

Portfolio analysis

Competitive analysis
Acquisition analysis
Disposition analysis
Development analysis
Real estate modeling

Valuations

Exterior & Interior examination
Building & Site analysis
Trade Area Information & analysis
External data sources
Past and present leasing & sales data
Property assessment data
Property profit & loss information

“You have managed our family’s interests with care and concern. I know that your management of the property and the management of the sale process produced the best possible price. It was a tremendous experience and I wish we had more in us to buy, hold and sell with your firm.”

John O'Neil -

We’re here to help maximize the
value of your property - talk to us.