Kravetz Realty’s Private Client Investment Services were designed to cater the dynamic real estate needs of wealthy individuals, financial planning institutions, and diverse family groups. Each private client service offers a high degree of personalized attention that begins with an assessment by one of our experienced real estate investment professionals of a client's needs, risk tolerance, time horizons, goals and objectives. Once a client's financial situation is analyzed, our investment professionals design a customized investment plan to be implemented on a non-discretionary basis.
Depending upon the investment plan and asset allocation recommendation, our real estate professionals can select from a number of products, including commercial shopping centers, multi-family apartment complexes, long-term single tenant leases, development opportunities, office complexes, or any other type of real estate investment. Through an ongoing interactive relationship with the client, the investment plan can be modified as needed to reflect changes in a client's situation or market conditions. Our personalized approach and individually tailored solutions are designed specifically to help our clients preserve and maximize their wealth for the future.
Our Private Client Investment Services group offers the following services on a complete or ‘as-needed’ basis for each private client relationship:
