Why Segue?

Baby Boomers Have Matured

The single largest asset class in the world is largely “unmanaged”

The US home ownership equity market is the single largest asset class in the world at an estimated $32 trillion with 83% of the average American wealth at retirement tied up in their home’s equity, and yet it remains largely an “unmanaged” asset class. The Boomer generation in particular is faced with a number of challenges as tax laws, government oversight and financial markets are rapidly evolving and changing as Boomers prepare for and manage their own retirement, address the needs of aging parents and settle parent’s estates in addition to planning and preparing for their own legacy issues. Competent, holistic advice and guidance is required now more than ever to help navigate these complex, dynamic real estate markets in order to obtain optimum results.

Our goal is to help facilitate engagement between Trusted Advisor and their Clients, empowering them to better manage all real estate assets and the corresponding liability side of the balance sheet; working alongside the existing financial and legal team providing insight and transactional support by evaluating financing strategies, preparing valuations, reviewing ownership structures and recommending buying, selling or exchange strategies to insure each real estate asset provides maximum benefit, contribution and strategic fit within the larger, overall financial plans.

Segue Real Estate Advisors (SREA) was created by a group of local real estate, tax and legal professionals who recognize a need to offer a unique approach of multi-disciplined planning for the largest pending wealth transfer of all time as the baby boomers move into retirement and pass wealth to the next generation. We recognize the need for the under served middle class to receive tailored services to address each client’s specific needs while planning for their next phase of life and for their transfer of wealth. Most transactional agents work in a silo for one- off transaction commissions without a comprehensive view of the client’s financial situation or goals. There are very few that can offer advice across the many disciplines of real estate ownership issues; income tax, property tax, management and estate planning issues to name a few.

To address this need, we decided to combine our 90+ years of professional experience, $1.0+ billion of transactional experience and our educational backgrounds in finance, accounting, tax and law to create SREA. The Principals of SREA offer experience in both Mortgage Lending & Real Estate, successfully funding and closing thousands of Residential and Commercial Real Estate transactions. Segue Real Estate Advisors (SREA) is an independent, conflict free, fully diversified and integrated real estate company focused entirely on creating long-term value for our clients.

We Believe in Teamwork

Our Real Estate Advisory firm is committed to providing consulting support to your Trusted Advisors, including transactional execution services for you to accomplish real estate asset goals within your overall financial plan.

Our mission is to empower our clients and their financial team to make thoughtful and strategic investment decisions surrounding their real estate assets. We accomplish this by providing a comprehensive suite of customized advisory services and investment advice to homeowners, business owners and real estate investors. Our clients include homeowners, investors, developers, small & large business owners, medical professionals, wine industry entities, and retiree’s seeking the extra level of experience, guidance and multi-disciplined financial, legal and tax advice to evaluate a real estate transaction or real estate portfolio within their financial plans objectives… at no additional cost.

If you already have Trusted Advisors, great, we welcome the opportunity to collaborate and provide transactional assistance in executing your Trusted Advisor’s plan.