For advisors
Real estate support for your clients’ property decisions.
Clients often raise a property decision with you months before they call an agent. Bring us in early, and we work alongside you.
Who we work with
- CPAs
- Attorneys
- Wealth managers
- Family offices
- 1031 exchange specialists
- Trustees
A planned sale
A value, the likely buyer and a private route to market before the client commits.
An estate or trust
Numbers the beneficiaries can check, and a sale that isn’t shopped publicly.
A change in ownership
Partners separating, a buyout, or a property moving between entities.
A 1031 replacement
A search sized to the exchange and run against its deadlines.
One point of contact for your client
Research, owner or buyer outreach and the property analysis come from one place. You stay involved as the client directs.
1
Scope
What we do and what stays with you, agreed at the start.
2
Communication
Who hears what, and how often, as the client directs.
3
Information
What may be shared about the client, and with whom.
Bring us in when it would help.
You don’t need a transaction ready. Describe the situation and we’ll tell you whether and how we can help.