When it comes to real estate, private equity and other alternative investments, the involvement of a specialist can be of great advantage.  Most traditional broker/dealers and financial planners are not versed in these asset and their markets.  Investments of this type often have unique elements which must be accounted for at the analytical stage, and may even require physical infrastructure for acquisition and management, in a way that is simply not a factor when buying stocks and bonds.

We have over a dozen years of experience working directly with financial institutions, private funds and family offices in the daily operation of their in-house investment programs.  Services run the range from portfolio design and valuation assistance, to deal sourcing and project management for renovation and construction.  We also have significant experience in the design and administration of special purpose entities, and are familiar with most common aspects of these transactions from acquisition to disposition.  

If you are involved with any of these alternative asset classes, even if you have significant in-house staff and resources, there is a good chance that we can augment your abilities and help improve your results.  And if you aren't used to swimming in these waters, we can provide you with the kind of comfort and assistance that’s only possible with experience. 

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