Whatever your situation, we will give you our honest opinion. If we don’t think real estate is right for you, we will try to steer you away from it. If we think real estate is a good plan we’ll help you find the kind of real estate that’s right for you; single family rentals, small multiplexes (2-4 units), larger multi-family (apartments), syndicated (pooled-fund) opportunities, real estate investment trusts, etc.
There are many excellent and varied opportunities in the real estate marketplace, most wealth managers are recommending real estate as a sensible component of an overall investment portfolio.
We certainly think that’s the case, since we've spent more than two decades seeing a lot more money being made than lost in the real estate market.
However, we also understand the hesitation first-time real estate investors can have. We're not going to try to convince anyone who isn’t comfortable with real estate to get into it. But, we can help analyze your situation to see if real estate investment might be a good fit for you.
Some clients feel they have too much money in stocks and look to real estate to provide more portfolio diversification. Some have inherited money that they’re not sure what to do with.
We may not make a nickel on any of the options you choose, but we’ll help you just the same. We have many clients that we helped who end up circling back to us years later. Yes, we like to make money as much as anyone. But we're always going to put your best interests above any fees we may receive from our relationship with you.
We will discuss your current situation, goals and real estate investment objectives. Are you an experienced investor looking for guidance, the next step (options)? Are you a first time real estate investor trying to figure out where to start? Do you need to complete a 1031 Exchange? Are you interested in Pooled Fund (Syndicated) real estate opportunities? Do you want to utilize your retirement account for real estate investing? Are you at the retirement stage and need assistance in exiting the market in a tax favorable way? Are you wanting to refinance one of your investment properties or need a new loan for an acquisition?
We here at Realty Yield can help.
Upon first contact or shortly thereafter
Phone call or meeting
For those of you that already have real estate investments, we will first recommend a complete financial-investment return analysis of current investment real estate holdings, individually and cumulatively (our IPA). It's a must to first understand how your current investments are performing before any potential wealth building acceleration strategies can be considered. At that point (completion of IPA report), we will identify potential options and opportunities that will improve returns and accelerate capital/equity growth.
Usually within 10-20 days of first contact/conversation
Compile and provide Realty Yield properties' acquisition,
Income/expense, tax basis and loan Information
We will suggest an in-person meeting to review the Investment Property Analysis (IPA) report if that was the first step in our engagement with you. We will provide a printed copy of the IPA report for further/later review. If any refining/updating of the Investment Property Analysis (IPA) report is needed, Realty Yield will complete before moving to the next step - Master Plan.
At client's convenience
Meeting with Realty Yield
Depending on your engagement type with us, we will discuss the specifics of strategic options, pros/cons and logistics/process of executing each. A written plan/summary (including timeline) will be drafted detailing the complete scope of services Realty Yield will be providing.
At client's convenience
Typically Q&A type discussions and/or follow-up meetings
Prepare for and execute chosen strategy-s. We will handle every aspect of assignment - key approvals to be made by client.
Varies upon complexity, typically 60-120 days, 1031 Exchanges can take longer to execute properly
Typically Q&A type discussions and/or follow-up meetings
We highly recommend an annual review of the performance of you real estate holdings. Owning investment real estate is dynamic and things can change fast. We will complete an annual Investment Property Analysis (IPA) to ensure your property/portfolio returns are being achieved in accordance with goals, objectives and risk tolerance. And, we will always be evaluating potential opportunities to improve returns and accelerate your wealth growth through real estate.
Quarterly, Semi-Annually or Annually
Client to provide properties' operating financials & related. We will then meet with you to review your annual Investment Property/Portfolio Analysis (IPA).
At Realty Yield, we want your investments to succeed. All investors need a plan, whether your goal is capital (equity) growth, maximum cash flow, realizing optimum tax benefits or any combination thereof.
The experts at Realty Yield will guide you through the complex and ever-changing world of real-estate investment with confidence. At Realty Yield, we know that lasting wealth comes from making the right decisions, at the right times. Knowing what to do in these moments is what sets Realty Yield apart.
By working with us, you’ll benefit no matter what your needs, whether you are looking to buy real estate property, sell real estate property, complete a 1031 exchange, secure a commercial loan, consult on investment real estate / portfolio performance improvement strategies, or executing a tax favorable exit strategy at retirement.
You are more than just a client, and we are more than just a brokerage firm. That’s why at Realty Yield, we make a personal commitment to you. We will create your own, unique, expertly crafted, Personal Real-Estate Investment Strategy. We give you the best results because we have the knowledge and experience to create your best plan of action. We will guide you through those vital decisions of what to do, how to do it, and when to do it.
We know we are only as successful as our clients. It is by providing unparalleled service that we keep our clients for life. Working side-by-side, year-in and year-out, we will proactively manage, assess, and strategize your financial investments through all stages of the investment life-cycle.