High-ticket · Real estate consulting
Portfolio Strategy Review
Hold, sell, refinance or reposition — an asset-by-asset review of your portfolio against your return targets, concentration limits and the market cycle.
$4,997
Order — $4,997 Ask a question firstWho it is for
- Owners with 5–40 assets and no written portfolio plan
- Family offices consolidating real estate holdings
- Funds approaching the end of a business plan
What you get
- Portfolio data build: basis, value, leverage, NOI, remaining business plan per asset
- Market outlook for each market and product type held
- Concentration analysis (market, product, tenant, lender, maturity)
- Hold / sell / refinance / reposition recommendation per asset with timing
- Capital-recycling plan and 3-year portfolio target state
- Report and portfolio workbook, 20 business days
How it works
1
Data request and intake call
2
Asset-level analysis
3
Market outlook and scenario work
4
Recommendations presented to principals
Questions
How many assets?
Up to 25 assets at the fixed fee; larger portfolios are scoped.
Do you value the assets?
We produce indicative values from NOI and market cap rates for decision purposes. This is not an appraisal.
realestateresourcelibrary is a real estate economics and strategy consultancy. We are not a licensed real estate broker or agent and do not represent any party in a transaction, and we do not provide investment, legal, tax or appraisal advice. Every engagement is a fixed-fee advisory deliverable; findings are based on data available at the time and are not guarantees of outcomes.