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Real Estate and Alternatives Investors

You're building wealth outside the traditional markets. We help you think through how it all fits together.
Where we come in

The decisions that matter when alternatives come into play

Maybe most of your net worth is in rental properties and you're wondering what's next. Maybe you've been slowly investing in private deals or funds and want a second set of eyes on the bigger picture. Maybe you're rich on paper but cash-tight, and you want to understand what that actually means for your future.
Building a Complimentary Investment Portfolio
Real estate and alternatives often make up the bulk of a portfolio without much intention behind the rest. We help you think through how the liquid, market-based portion of your wealth can complement what you already own — for diversification, liquidity, and balance.
Concentration & Diversification
When most of your wealth sits in one or two property types or geographies, your financial picture can be more concentrated than it appears. We help you think through diversification in a way that fits your goals and timeline.
Liquidity Planning
Real estate and alternatives can be slow to move when you need cash. We help you map out what's accessible, what isn't, and how to build a plan that doesn't force a sale at the wrong time.
Tax Considerations
Depreciation, 1031 exchanges, K-1s, passive activity rules, capital gains timing — the tax picture for property and alternative investors can be complex.
Real Estate Analysis
Whether you're evaluating a new property, weighing a sale, or sizing up a syndication, a second set of eyes helps. We can walk through the numbers with you and talk through how a given decision fits into your broader financial picture.
Retirement & Income
 Rental income, distributions, and the eventual sale of assets all play into what retirement looks like. We help you build a plan that turns illiquid wealth into reliable income over time. 

What does working with us actually look like?

We start with a conversation. No commitment, no sales pitch — just a chance to talk through where you are and what's on your mind.
If it's a fit, here's what comes next:

 

Discovery

We gather the details: properties, partnerships, funds, traditional accounts, debts, income, and goals. We want to understand the whole picture, including the parts that don't show up on a typical account statement

 

Portfolio Design

We help you design the market-based portion of your portfolio to complement what you already own. The goal is balance — building a liquid, diversified foundation alongside the real estate and alternatives that have gotten you here

 

Planning

Around the portfolio, we build a broader plan that addresses liquidity, tax coordination, retirement income, and the bigger decisions on your horizon. You see the plan, we walk through it together, and we revise it until it makes sense to you

 

Implementation

We handle the execution: opening and consolidating accounts at Schwab or Altruist and helping you put the plan into motion. If you'd rather take the plan and run with it yourself, that works too

 

Ongoing Management

Your portfolio, your properties, and your goals will keep evolving. We actively manage the market-based portion of your wealth, revisit the plan as your situation changes, and stay in step with the moves worth considering each year
Alternatives FAQ

Frequently Asked Questions

Can you manage my real estate or alternative investments directly?

No — we don't manage real estate properties or syndication interests directly. What we do is help you think through how those holdings fit into the broader plan: how concentrated you are, what liquidity looks like, how the tax picture flows year to year, and how the market-based portion of your portfolio can be designed to complement what you already own. 

How do you think about diversification when so much of my wealth is in one asset class?

It depends on your situation, but generally the goal is balance rather than overhaul. If real estate or alternatives have served you well, there's rarely a need to unwind what's working. The more useful conversation is usually about the rest of the picture — building a diversified, liquid portfolio alongside what you already own, planning for liquidity needs, and thinking through how the whole thing supports the life you're building. That's the kind of conversation worth having before a market shift, a tax year, or a major decision forces the question.

Can you help me evaluate a specific property or deal?

We're happy to walk through the numbers with you and talk through how a given property or private deal fits into your broader financial picture. That doesn't mean a formal investment recommendation — we don't get paid by sponsors and we don't sell deals — but a second set of eyes on the assumptions, the cash flow, the concentration, and how it interacts with the rest of your plan can be useful before you commit.

Take the next step

Let's Talk

If most of your wealth sits outside the traditional markets and you want a clearer view of how it all fits together, we'd love to hear from you.
Meet with us