Method
institutional opportunities to create custom real estate portfolio income strategy
Structure real estate to create and preserve intergenerational wealth
Our Guiding Principles?
Learn more about the principles that drive our methods
How it works
Define your portfolio goals
The process begins with a detailed interview. We synthesize this information with empirical analyses of your unique tax, estate planning, business, and personal circumstances to establish a balance of income and growth that will fit your needs both now and in the future.
Select specific
Income Properties
Self direct your portfolio to regional funds that acquire single assets in the selected markets you want to be invested in.
Build your Portfolio
Build a diversified portfolio of single asset buildings that creates the wealth preservation and income fit your goals.
Control Liquidity based on your needs
Things happen and change our team is here to help you coordinate your portfolio to create the liquidity in your portfolio that meet your specific needs.
"Real Estate ownership is the cornerstone of generational wealth preservation - investments should be structure to meet that goal"
Adam Pluemer, Operating Partner