Only the largest financial service corporations in America can afford to dedicate entire departments dealing specifically with “Real Estate” related issues for their clients. Only clients, fortunate enough to have large portfolios, can afford to utilize these services.

As our families and colleagues’ parents began to deal with the headaches related inherited real estate, and estate liquidity challenges, tax planning, retirement shortfalls, etc., we recognized a tremendous need for Real Estate Wealth Management for the smaller, private real estate owners. The need for services and advice similar to the “One-percenters” prompted us to create Segue Real Estate Advisory, designed to work hand in hand with our clients and their existing advisor team, offering to provide a “bolt on” real estate division for their practices to better serve the needs of their aging clients.

We don’t anticipate this need going away anytime soon, with the aging Boomer population owning roughly 45% of all real estate assets, roughly 40% of all the homes, and with nearly 38% owning 3 or more properties, the need for targeted, specialized real estate wealth management services is greater now than ever before.

We want to work with our clients existing Financial Advisors, to provide a framework for a team approach to address real estate wealth management issues within the overall financial plan. We want to function as your Real Estate Department not currently in existence.

Our goal is not to be a one-off provider of a real estate services, but to gain an understanding and knowledge of a Client’s overall financial goals and offer real estate related solutions to support this plan. To establish the same type of level of rapport and ongoing working relationships as a member of their team of other Trusted Advisors.

If you are interested in establishing this type of relationship for your firm or if you are a Client and don’t have an existing team of advisors, we would be happy to make introductions to help balance out your team. Please reach out to us so we can discuss how Segue Real Estate Advisors can help support your overall goals.