Real Estate - Investments

Members of The Advisory Group have managed the acquisition or divestiture of more than $800 million in assets. These transactions have included shopping centers, single and multi-family residential developments, office buildings, resorts, and land. Individual transactions varied from $500,000 to $50 million.

Each purchase is carefully analyzed to meet the investment comfort of our client.


Success Story: Clients have relied on members of The Advisory Group to assist with the purchase of 1031 exchange property. This allows them to defer income taxes paid on the sale of their property.


Success Story: An investment in tax credit-enhanced apartment complexes appeared to be extremely attractive to a particular investor. Our associate, however, discovered significant weaknesses hidden in the investment that would have produced long-term complications. As a result of this research, the investor declined the opportunity. Unfortunately, another group of investors made a major financial commitment only to suffer the consequences pointed out by our team member — in the end, the project failed.


Our acquisition and divestiture process includes the following:

• Identifying opportunities
• Negotiating the acquisition or divestiture
• Balancing portfolios among property types and geographic location
• Selecting effective ownership entities
• Completing due diligence
• Managing portfolio services