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

    • Proactive maintenance and quick response emergency service

    • On-call response team available to trustees & beneficiaries

    • 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

  • Licensed contractor + vetted subcontractor network to ensure projects run smoothly

    • Pre-purchase due diligence

    • Licensed Realtor + network of real estate professionals

    • Consulting engagements for unique properties or as needed