Investors are primarily interested in receiving a return that is reflective of the risk associated with an investment. The more risk the investment entails, the higher the expected return. A portfolio that includes real estate may be less risky than one that does not. Real estate provides diversification benefits to investors because it performs differently than other investments such as stocks and bonds. We realize that while investors are ultimately interested in maximizing their wealth, each investor has different tolerances for risk they are willing to accept in achieving this goal. We work with our investors to maximize their returns while working within their accepted levels risk.
Our advisors analyze the critical aspects of the acquisition and ownership of commercial investment property in order to evaluate the appropriateness of investments for our clients. Our analysis includes:
• Assessing the client’s needs to determine investment strategy
• Analyzing various properties to select optimal investment 
• Identifying sources or risk and evaluating the impact of risk on investment returns
• Evaluating various acquisition strategies
• Identifying different sources of debt and equity financing
• Comparing financing options
• Understanding how the use of financial leverage impacts the investor’s return on equity
• Deciding what ownership entity to use for a real estate investment
• Understanding the asset management decisions that must be made during ownership
• Evaluating whether a property already owned should continue to be held or sold
• Examining various disposition strategies