Real Estate: Highly desired, but little understood.One of the most common investments – yet least understood by other financial managers – is real estate. Opes Advisors embraces real estate as a central part of your portfolio, and offers you a wide range of advice and services in buying, selling, financing and managing your properties and real estate-related investments.
Most real estate investors are not able to hire their very own real estate investment advisor. At Opes, you have a Real Estate Investment Advisor on your team when needed. Whether you are considering a purchase of a commercial or residential building, or looking to see how you could better manage the properties you already own, our real estate investment advisory service experts advise you on your choice and how it might help or hinder your ability to achieve your overall financial goals.
Opes does not sell real estate. We also do not charge any extra for these services. We simply believe it is crucial to understand real estate as part of a person’s overall financial picture.
People love real estate in their portfolios. Understand how it fits.Real Estate Investment ReviewAs Opes Advisors helps you build your personal balance sheet, we will also conduct a real estate investment review. You will see opportunities to improve your property’s performance, to refinance and possibly to buy something new. The services fall into three distinct categories:
Client Investment Real Estate Advisory ServicesIf you own investment real estate, we can help you assess its performance over time, and see if it is generating adequate cash flow or building up equity. Opes Advisors can conduct a return-on-investment analysis for each individual property to make sure it is performing as intended in your portfolio. Through several layers of thorough and rigorous analysis, Opes can help with a variety of real estate needs – from appealing your assessment, to refinancing, to reviewing your leases, to developing a hold-sell strategy. You can then combine that insight with your personal balance sheet to make sure the property fits with your long-term strategies. Real Estate Asset ManagementOwning property can be a headache. Let it be our headache. Opes Advisors can oversee your property manager, approving the budget and making sure the property is leased properly. Private Real Estate Investment OpportunitiesYou have many choices of how you invest in real estate. You could buy a commercial building, or invest in residential property, either locally or in a vacation spot. You could pool your money with other investors, or you could invest in a Real Estate Investment Trust, either public or private, just to name a few options. Opes Advisors has access to these and many other opportunities, and can advise you on which best fits your individual portfolio and strategy. Opes can also underwrite any deals you wish to undertake, giving you full service on your real estate investments. |
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