top of page
Asset Management
Portfolio Analysis
-
Individual and aggregate property analysis
-
Determine overall asset composition
-
Assess diversity and risk
Acquisition/Disposition
-
Portfolio rebalancing, based on existing property and future goals
-
Execute sales and purchases to meet growth and tax goals
-
Acquire property
Individual Growth Strategy
-
Incorporate client goals, risk tolerance, experience and perspective into an individualized and comprehensive strategy
-
Optimize the use of debt, equity and partnerships to get the most from the portfolio
bottom of page