We grant administrative services to manage your family's real estate investments. Serving clients since 2001, our expertise enables us to coordinate in an efficient and prudent manner the legal and tax complexities arising from the beneficial interests of your trust real estate holdings.
Our experienced team manages diverse real estate properties representing all types of commercial, agricultural and residential holdings. For existing properties, our trust real estate administrative duties include:
• Overseeing day-to-day operations, including lease negotiation, supervising repairs, collecting rents and paying expenses.
• Managing all aspects of real estate, including specialized holdings such as undeveloped land, commercial property.
• Developing a plan to maximize each property's financial performance, including property tax assessments and insurance reviews, in coordination with beneficial interests.
• Making, selling and retaining recommendations and negotiating sale transactions.
• Coordinating and directing third-party managers and agents in the collection of income and expense disbursements.
• Coordinating and directing third-party managers in insurance risk controls and insurance payments.

Our services for real estate acquisition within a trust portfolio may include:
• Analyzing existing real estate portfolio and market position and recommending diversification strategies.
• Establishing criteria for real estate acquisitions and searching for properties in target markets.
• Coordinating appropriate level of due diligence, property inspection and document review.
• Completing transaction through to closing process.
• Coordinating and directing third-party managers and agents.
• Technical real estate advice, excellent service and the confidentiality of working through a primary point of contact.