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Investment Services

Goal Development

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  • Discuss financial objectives and risk tolerance

  • Determine focus area(s) - types of real estate

  • Create strategy and timeline

Project Identification

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  • Locate properties that fit individualized selection criteria

  • Analyze financial viability

  • Acquire property

Portfolio Growth

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  • Analyze existing portfolio

  • Determine potential - what is performing, what is not

  • Optimize growth strategy

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