Real Estate Advisor for Professional Service Advisor

Professional Service Advisor

Are you an accountant, attorney, financial planner?  Do you serve as an advisor for a family office?  Do you have clients that currently own or want to purchase real estate?  Do you have clients who own residential or commercial property?   Helping these types of clients make the best decisions for their real estate assets is often a critical part of the overall planning process.  In this article, we’ll explore how Rachuba Real Estate Advisors help professional service firms bring even more value to their clients, particularly when it comes to real estate investments.

For many high net worth individuals, real estate investments are a key component of their overall financial portfolio.  Real estate investments can provide positive cash flow, a hedge on inflation, and tax benefits.

Clients rely on their professional service advisors to provide guidance and strategy for their overall financial portfolio.  When real estate investments are part of that portfolio, advisors often recognize the need for a real estate expert.  That is why so many advisors turn to Rachuba Real Estate Advisors!

“Often, clients look to their advisor to have all the answers.  But, when it comes to real estate, specific expertise is required to ensure that the real estate assets can be maximized and integrated with the client’s portfolio and long-term strategies,” says Will Kelly, CFP® Managing Director, United Capital.

For every real estate asset, there are a plethora of factors that influence the decision-making process for short and long-term goals.  Market conditions, zoning, highest and best use, property management, and tax implications are just a few of the considerations that must be evaluated on a regular basis.  Should new assets be purchased?  Should old assets be held, renovated or rezoned?  Does the client need property or facilities management services to enhance the customer experience?  These decisions can have a major impact on the performance of real estate assets and the client’s overall portfolio.  So, many advisors turn to Rachuba Real Estate Advisors for guidance with these types of real estate assessments.  Rachuba is able to serve as a valuable ally, providing the unique expertise required, while complementing the relationship between advisor and client.

If you are a professional service advisor, contact Rachuba Real Estate Advisors today!  We will help you maximize your client’s real estate assets and enhance the value of your client relationship.