FAMILIES

Professional advice for family real estate with personalized attention

 

MANAGING TRANSITIONS

When changes occur in families (death, divorce, birth), we assist in updating the goals and needs for the family’s real estate interests, trusts, and estates. We provide customized assessment to meet the client’s current expectation for assets, taxes, and cash flow. We also recommend structures, coordinate transactions, and even correct or stabilize portfolio weaknesses as needed in multi-generational holdings.

 

 

 


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PORTFOLIO ANALYSIS

For periodic review and advice, our team carefully assesses your portfolio to provide detailed analysis, mentorship, and strategy to ensure your real estate resources are on track and meeting your objectives. Our goal is to give you a clear picture so you can plan for the future with confidence.

 


 

ANNUAL/QUARTERLY REPORTING

Working with your accounting staff, we can prepare timely, accurate, and detailed annual and/or quarterly reports, budgets, and forecasts. We can also remember deadlines and assist with other rules and requirements so that your holdings remain compliant with all governmental agencies while keeping your stakeholders (inside and outside) fully informed with timely data.

 


 

FINANCING ASSISTANCE

Lease? Buy? Debt? Equity? It’s a complex web of financial decisions and long-term commitments in the real estate industry. We can advise on how and where to engage in debt, equity, and what kind of capital structure (and associated tax implications) aligns with your objectives. With our lending expertise as well as long-standing finance industry relationships, we’ll get real estate to work more for you.

 


 

PORTFOLIO MANAGEMENT

Whether for an interim period or for an ongoing basis, we can oversee the day-to-day operations of your real estate holdings and special projects. We will be your representative, acting as a trusted liaison between stakeholders and property managers, accountants, and other parties to execute complex steps in an efficient and professional manner to meet your goals and make your life easier.

INSIGHTS FROM DAN

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Need to know what's going on with real estate portfolio management? Want to know the latest trends about leasing, banking or finance? Check out Dan's blog to find out about his insights into this industry.


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TESTIMONIAL

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“I work with a lot of good people that have high integrity, but I think of Dan at the top of that list. He’s never going to cut any corners, and he’s going to be completely honest with you. I think that’s his greatest strength.

Tim Brown, Senior Analyst, Moran & Company


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