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.
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
Who it’s 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
How it works
- Data request and intake call
- Asset-level analysis
- Market outlook and scenario work
- Recommendations presented to principals
Price
$4,997
one-time payment
Order — $4,997After checkout we contact you by email to schedule the intake, confirm scope and collect the documents we need.
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.
How do I get it?
After checkout we contact you by email to schedule the intake, confirm scope and collect the documents we need.
What if it isn’t right for me?
Refunds are handled under our Refund & Returns Policy. Questions: contact us.
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.
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.
Order — $4,997