Income Review
Organize rent, expense, vacancy and capital information so the asset can be compared on consistent assumptions.
We help investors evaluate and execute real estate acquisitions and dispositions with attention to income, lease exposure, physical condition and the assumptions behind value.
Organize rent, expense, vacancy and capital information so the asset can be compared on consistent assumptions.
Review relevant sales, competing opportunities and local property records before setting a strategy.
Coordinate with the client's qualified intermediary and tax counsel when a potential 1031 exchange is part of the plan.
Clarify return objectives, risk tolerance, hold period, financing and timing.
Review the operating story, leases, location, records and diligence needs.
Structure the offer or sale process and coordinate the specialists needed through closing.
A qualifying exchange generally defers—not eliminates—recognition of gain. Eligibility and timing should be reviewed with tax and legal advisers before a sale.
No. We coordinate the real estate transaction and work alongside the client's attorney, accountant, lender and qualified intermediary.
General information only. Real estate, legal, tax, lending and technical questions should be reviewed by the appropriate licensed professional for the specific transaction.