Real Estate Asset Management

Whether you own a single property or have a large real estate portfolio, make the most of your investment. 

INVESTMENT AND WEALTH SERVICES: Not a deposit | Not FDIC insured | No Bank guarantee | May lose value

As your partner and fiduciary, we'll work with you to create plans that enhance the overall value of your holdings. 

Our fiduciary officers will work with you to outline objectives and develop an investment strategy. As your partner we can: 

  • Identify opportunities such as commercial properties, farms, ranches, multifamily developments, land and more. 
  • Perform and compare all due diligence and oversee the closing process. 
  • Work with you to create a plan for risk management. 

Managing your existing properties can be a strain on your time and resources. Our team can: 

  • Conduct all property accounting such as budgeting, paying property taxes, hold or sell analysis, executing sales, collecting rent and other accounts payable, and accessing insurance needs. 
  • Manage all fiduciary regulatory compliance, lease negotiations, annual reviews, inspections, and any environmental compliance needs. 

Whether you're selling, transferring, or exchanging properties, we'll act as your partner. This includes: 

  • Identifying and qualifying buyers.
  • Overseeing the sale or transfer process. 
  • Managing property valuations and pre-transaction planning. 

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Engage with our Specialty Asset team for strategic advice and turnkey solutions. We start by developing a personalized investment strategy aligned with your unique priorities. 

Routing Number | 114903284

18.97.14.91 - Ashburn - 20149 - False