Have you asked yourself these questions?
- Should I pay off, sell, or refinance my properties?
- Should I utilize a 1031 exchange or take cash off the table?
- The market is hot, should I sell my properties?
- Should I sell my residential to buy commercial properties?
- Am I on track to achieve my retirement cash flow goals?
These are common questions that many investors have after owning their properties for years or decades. You know that investing in real estate is smart, so you bought properties and held onto them. But now, you’re not sure what to do!
Our Portfolio Analysis was built to help investors the answers to these questions. We’re offering complimentary portfolio reviews. We’ll input all of your properties and operating data into our spreadsheet. All your properties will be review side-by-side. Each property is evaluated by itself and also as part of the entire portfolio. Here’s an example screenshot:
We’ll be able to run scenarios to find the best path forward for you and your portfolio.
We are offering complimentary introductory calls to better understand your investment goals and find a way to get you there. There are a limited number of complimentary Portfolio Analysis sessions to non-Envision Advisor clients. Envision Advisors’ goal is to provide tremendous value to become your trusted advisor. For transparency, we want to earn your business as a client of Envision Advisors. Complimentary sessions are limited, because clients take priority. If you’re a client and want to connect, please fill out the form too.
Fill out the form to schedule your complimentary analysis.