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Investor Management
Investor Services we currently offer:
♦ ESTABLISH INVESTOR’S CURRENT SITUATION AND LEVEL OF KNOWLEDGE
♦ IDENTIFY INVESTMENT GOALS, INCLUDING BUT NOT LIMITED TO:
(Time frame, Risk tolerance, Amount to invest, Expected rates of return, Balance of current portfolio)
♦IDENTIFY PROPERTIES THAT MEET INVESTOR’S GOALS
♦ PROVIDE FINANCIAL ANALYSIS OF THE INVESTMENT FOR THE INVESTOR (including using leverage, no leverage,
using IRA funds or discretionary funds)
♦HELP INVESTOR LEARN ABOUT THE PARTICULAR PIECE OF REAL ESTATE AND CORROBORATING ALL ASSUMPTIONS
♦COORDINATE REAL ESTATE INVESTMENT ADVICE WITH CLIENT’S FINANCIAL PROFESSIONAL
♦DEVELOP EXIT STRATEGY FOR THE CLIENT TO DISPOSE OF THE INVESTMENT PROPERTY
♦FUNCTION AS THE BUYER’S BROKER FOR THE TRANSACTION, IF NEEDED*
♦OFFER PROFESSIONAL PROPERTY MANAGEMENT AND PROCUREMENT OF TENANT, IF APPLICABLE*
♦MONITOR PROGRESS OF INVESTMENT TO DETERMINE BEST DISPOSITION STRATEGY
♦REPEAT PROCESS
*Services offered by Aquarian Management Services LLC, a licensed Florida real estate brokerage.




