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INVESTMENT
SERVICES
Building relationships with investors for over FORTY(40) years.
Wealth accumulation doesn’t just happen.
It happens when a relationship built on trust is able to deliver sound advice, professional service, and decisions based on smart brokerage experiences.
The key to maintaining strong relationships with our investors is our belief and approach that every investor’s dollar must be treated as though it were our own.
To successfully accomplish that objective, every aspect of every investment requires skillful focus, analysis of the competition, diligent research, and responsible valuations.
Our team understands the Real Estate Business well enough to know that every investor has different objectives.
Each objective is unique, and that’s why we treat each investor and investment with an open mind.
Current Capital Market alternatives, cost of financing, 1031 Tax Deferred Exchange considerations, economic conditions, etc., all make the difference between a winning investment and a terrible investment.
Concepts involving sale/leasebacks, highest & best use scenarios, adding value to a project, rent adjustments, and other complicated issues that when dealt with intelligently, help to formulate our approach in meeting our clients’ financial and passive income goals.