Who Should Work With Us
If real estate is part of your total portfolio, Segue Real Estate Advisors Should be a valuable member of your financial advisor team.
Anyone who desires to maximize the benefits and returns of owning real estate. From a single property to larger investor portfolios, all can benefit from our market insight, experience, and advisory services. Segue Real Estate Advisors (SREA) is an independent, fully diversified, and integrated real estate company providing lending solutions and brokerage services to homeowners and commercial and residential real estate investors.
Why Refer Your Clients to Platinum Real Estate Advisors?
We work alongside our Client’s existing financial and legal team by providing insight and transactional support to assist in maximizing each piece of real estate’s contribution to the larger, overall financial plan by evaluating financing strategies, preparing valuations, reviewing ownership structures and recommending buying, selling or exchange strategies for each real estate asset to insure maximum benefit and overall fit within their financial plan.
Real Estate Services Focused on You with a Team Approach for Better Results
Our Advisors are uniquely qualified to offer the full range of Real Estate Wealth Management Services to our Clients. We perform these services in partnership with their Financial Advisors and other Trusted Advisors assuring all transactions fit into the overall financial plan in place. We treat all properties and loans as integral parts of overall investment portfolios. Because of our Advisors’ unique combination of education and experience, this rare level of collaboration is possible. Our approach emphasizes the inherent investment nature of all real estate, even personal residences.
Our Approach
Our Advisory is Client centric; every recommendation is made in the Client’s best interest. We take a holistic view, considering tax implications, ownership and management issues, cash flow, and the potential impact on future events occurring within the overall financial plan.
A Wealth of Knowledge and Expertise
Our advisors have 90+ years of combined experience and know the real estate and financial markets. Our independence allows us to access a large number of lending solutions and the ability to choose the best option to meet your goals. Our decades of experience in our markets provide the insight essential for successful results.
Turning Your Goals into Superior Results
SREA understands the importance of having a strategic plan to preserve and enhance your real estate holdings. We will provide market data and analysis to assist you with the decision-making process. Our commitment is to help develop and create solutions that fulfill your unique needs.
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