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John Kirtley
4
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8
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Real estate portfolio analysis

John Kirtley
Posted

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!

  • John Kirtley
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