
Real estate portfolio management for professional fiduciaries
Real Estate Portfolio Management
Management | Construction | Real Estate Sales
A custom service, specifically created with professional fiduciaries in mind
Our Services
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Proactive maintenance and quick response emergency service
On-call response team available to trustees & beneficiaries
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Ensure properties are up to date on appraisals and scheduled inspections.
Approval processes defined by each clients’ specific needs
Transparent billing + fee structure
COI management
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Licensed contractor + vetted subcontractor network to ensure projects run smoothly
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Pre-purchase due diligence
Licensed Realtor + network of real estate professionals
Consulting engagements for unique properties or as needed