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106 Things We Do For Clients, No. 53

No. 53 of 106 Things We Do For Clients

Evaluate your existing returns on your real estate investments, including your return on your equity, current capitalization rates, and internal rate of returns. One of our specialties is real estate, which is unusual for a financial planner. Our founder’s 40-plus years as a commercial real estate broker, appraiser, and investor is a huge benefit to our clients who own real estate. We have the tools to evaluate your real estate investments and advise you whether they are “keepers” or it’s time to sell. We can also help you with evaluating whether you should do a 1031 exchange, installment sale, or an outright cash sale.

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