Building extensive portfolios for our clients is what we do and many of our clients have been with us for 30+ years!
Some of the services that we offer:
Real estate brokerage services for sellers and purchasers of both investment and owner occupant property
Selecting suitable properties for investors
Majority of our investments are single-family detached residential properties in the $350k-$500k price range, small apartment complexes, and some carefully screened commercial and office projects
Properties are located in areas where the supply is fixed and demand is increasing. If the structure can be duplicated we are not interested
Analysis of properties for investment capabilities
Structured for economic feasibility, not tax shelter.
Based on four aspects of yield: cash flow, principal reduction, tax savings, and appreciation in value
Return is based on the after tax maximization of all aspects of yield
Structuring property ownership either as an individual or joint venture
Joint venture allows for the investor to diversify by investing in several properties with ownership positions of 10% to 45% and to take tax bites in smaller lumps on re-sale
Joint ownership also allows the smaller investor to get started with a lesser cash commitment
Preparing investment presentation
Purchase price based on independent appraisal/fair market value
Negotiation with the seller occurs prior to presentation - the purchaser is not permitted to negotiate. However, today's purchaser is tomorrow's seller, so transactions must be fair to all parties
Arranging Financing
First trusts provided by portfolio lender or Realty Investments Mortgage Company (RIMC)
Second trusts provided by RIMC or seller
Loan-to-value (LTV) ratios up to 95% allow investors to take maximum advantage of the benefits of leverage and to invest with small down payments
Providing Property Management
Finding and screening tenants
Arranging maintenance at below market cost (due in part to our sister company RPI)
Collecting rents
Paying all bills including mortgages, assessments, and taxes
Quarterly and Annual statements for investors
Comprehensive tax analysis and partnership returns, in the event of joint ownership, each year
Performing periodic investments reviews
Recommending proper timing of resale, refinance, or other investment decisions
Providing other properties for reinvestment after re-sale
The goal of the program is to build a portfolio of properties for our clients
Sales and purchases do not generally necessitate paint, fix-up, vacancy, re-rental, etc. The tenant is an asset that remains with the property
Eliminating scapegoats
We want our properties and our investors to remain with us, therefore we take responsibility for our investments from purchase, to resale, to reinvestment.
Real Estate Consultation and Counseling
What is real estate? Don't worry we deal with new investors everyday.
Should I perform a 1031 Exchange? Experienced investors welcome too.