A typical real estate transaction is fraught with many potential pitfalls. Whether it's a 1031 exchange or a new-money investment, there are many burdensome challenges for the investors, such as securing debt for a property, performing due diligence, and maintaining the 1031 exchange timelines and regulations. Our streamlined approach to acquiring and structuring real estate investments will lead your clients through a seamlessly-orchestrated investment process by providing certainty of execution, transparency, and predictable outcomes that mirror our underwriting and analysis. If you have a client who is seeking to reposition a residential or a commercial property portfolio, our proprietary investment products provide passive income for accredited investors with returns ranging from 5% to 9.75% annually.
SEPARATELY MANAGED ACCOUNTS FOR REAL ESTATE
Our Managed-Direct Ownership® Program is a bundled, separately managed account program for real estate assets. For clients seeking to acquire a property or portfolio of properties with an aggregate value of $10 million or more, we provide the following services: the strategic direction for the property or portfolio acquisition, the handling of all aspects of the transaction, the execution of all necessary documentation, the signing of the loan documents - including the guarantees, and the placement of the properties with a third-party property and asset manager. Our program creates a predictable and passive income stream to your investor with no loan liability, while your investor maintains complete control of the investment at all times. This also gives your client a way to hold the asset but not the loan on his financial statement, thereby creating an off-balance sheet financing mechanism that may prove beneficial if they intend to acquire financing for other properties or purposes in the future.
It is critical to streamline the operations of your clients' real estate holdings. As the "real estate arm" of your firm, we will work with you as a strategic partner so that you may provide your clients with the expertise that comes as a true specialist in the commercial real estate investment sector. Our professional team can manage the day-to-day operations of your clients' real estate portfolios, identify new acquisition targets according to your clients' criteria, secure financing with preferred rates and terms, and provide legal oversight throughout the process. We are a true advisory partner as well as an investment provider to financial advisors and planners, thereby expanding your ability to serve your clients with a range of customizable solutions.
