Every investor has unique needs, desires, thoughts and concerns when it comes to investing in real estate. We advise our clients and guide them through a process to:

• Define short, mid and long term investment objectives
• Define desired levels or involvement (passive or hands-on)
• Define risk tolerances
• Evaluate current portfolio
• Evaluate traditional and alternative acquisition and disposition strategies
• Continually source congruent investment properties
• Evaluate tax deferral options where applicable through 1031 exchanges and self directed IRA investment