Real Estate Advisory

Acumen’s residential real estate advisory services provide guidance and advice to clients on various aspects of real estate investment and management.

These services include:

• Property Acquisition: Help identify and acquire suitable properties.
• Property Management Selection: Assist in managing properties.
• Property Valuation: Review appraisal or valuation reports and offer feedback.
• Provide Market Analysis to help understand the local market and identify emerging trends and opportunities.
• Risk Management: Help review risk profile through portfolio diversification strategies and insurance and tenant 
safety guidance.
• Financing: Assist clients in securing financing and structuring loans.
• Provide Transaction Support including feedback on inspections.
• Vacation/Second Home Analysis and Review: Assist with the buying process and local property management while considering factors such as location, demand, occupancy, revenue, and expenses. We utilize software for short-term 
rental revenue projections and can assist with analysis of vacation homes.

For income-producing residential properties, we are able to assist with:

• Feasibility, renovations, and other associated costs.
• Guidance in building or renovating residential properties.
• Strategies for improving operations.
• A neutral party to advise on the best outcomes for owned real estate.

Additional Services

In addition to real estate investing, we provide thoughtful financial planning and investment management, tax and business advisory, estate planning, charitable strategies, and private asset management services.  Rather than just one advisor, each of our clients has their own team of in-house specialists.

• Financial Planning
• Investment Management
• Active Tax Advisory
• Business Advisory
• Retirement Plan Advisory
• Philanthropic Advisory

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roadmap to Invest Intentionally.®

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