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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.