Real estate portfolio analysis
Looking for a real estate portfolio advisor/consultant who works on a one-time fee basis.
I’m not looking for a realtor, property manager, or someone to sell me a property. I’m looking for someone who can analyze an existing portfolio and provide an objective strategy for maximizing cash flow and long-term wealth.
Ideally, they would evaluate things like:
- Keep vs. sell
- Refinance/cash-out opportunities
- 1031 exchanges
- Whether to acquire additional properties
- Cash flow and return on current equity
- Overall portfolio allocation
I’d prefer someone who is compensated for the analysis/advice itself rather than through commissions or selling investments.
Any recommendations for a firm or individual who does this well? Thanks!