Real Estate & Property
Property remains a cornerstone of lasting wealth. We handle the full lifecycle, from identifying the right asset to managing it day to day, so you own real estate without having to run it.
Overview
We work from your objectives, not from a listing feed. Some clients want stable income, others long-term appreciation, others a blend with specific liquidity and tax needs. We define the mandate first, then source, underwrite, and acquire only what fits it.
Once an asset is yours, we manage it as an operating business: tenants, maintenance, vendors, capital planning, and reporting. Analytics support the process throughout, and every material decision is reviewed by experienced professionals. For your residences, our home concierge looks after the day-to-day running of the home as well.
What’s included
Property purchasing
Mandate-driven sourcing across residential and commercial markets. Each opportunity is underwritten against your return, risk, and liquidity requirements before an offer is made.
Due diligence
Title, physical inspection, leases, environmental and zoning review, and financial verification, completed before capital is committed.
Residential management
Tenant selection, rent optimization, maintenance, and compliance for single-family, multi-family, and luxury residences.
Commercial management
Lease administration, vendor oversight, capital planning, and performance reporting for office, retail, and mixed-use holdings.
Market analysis
Pricing, rent, and yield models that surface opportunity and flag risk earlier, always reviewed by people before decisions are made.
Home concierge
A single point of contact for the day-to-day running of your residences, from maintenance to seasonal care. Details below.
Reporting
Clear, regular statements of income, expenses, occupancy, and value, consolidated with the rest of your holdings.
Home concierge
Owning a fine home should not be a second job. Our home concierge gives you one point of contact for the whole running of your residences, from the roof to the roses, so everything is handled quietly and to your standard.
Care of the home
Preventive maintenance schedules, routine inspections, and repairs coordinated with trusted tradespeople, with every job followed through to completion.
Grounds and landscaping
Lawns, gardens, trees, irrigation, and seasonal planting, plus pool and spa care, all managed to a standard you set.
Security and access
Coordination of alarm, camera, and monitoring providers, access control, and patrols, and management of who comes and goes: staff, contractors, deliveries, and guests.
Seasonal and absence care
Opening and closing homes for the season, winterization, storm preparation, regular checks while you are away, and getting the home ready before you arrive.
Emergency response
A plan for the unexpected, such as storms, leaks, power loss, or alarms, with a clear escalation path and the right providers lined up before you need them.
Household and staff
Coordination and oversight of housekeepers, and of the other household staff and service providers who keep a home running, with schedules that fit your life.
Vendors and projects
Clear scopes and quotes, and supervision of improvements from small refreshes to larger renovations, reported to you at each stage.
Smart home and technology
Support for home automation, networks, and audio-visual systems, including coordinating specialists and keeping everything updated and working.
Lifestyle and requests
Travel arrangements, event planning, relocation help, reservations, errands, and introductions, handled personally.
Administration
Utilities, permits, insurance renewals and claims coordination, and records for each property, organized in one place.
Specific services, coverage, and terms are set out in your engagement agreement.
Our approach
Mandate first
We write down what the portfolio is for before we look at a single property.
Underwrite conservatively
We stress-test assumptions on rent, vacancy, financing cost, and exit value, and walk away when the numbers do not hold.
Manage as an operator
Value is created or lost in day-to-day management. We treat it as a core discipline, not an afterthought.
How an engagement works
Define the mandate
We document your goals, target markets, income and growth needs, liquidity, and tax position.
Source and underwrite
We identify candidates, model each one, and present the analysis, including the risks, before you decide.
Acquire
We coordinate diligence, negotiation, financing, and closing with your advisors and counsel.
Manage and report
We operate the asset, report on it regularly, and review the strategy with you as conditions change.
Risk and oversight
Real estate is illiquid, can involve leverage, and is exposed to market, tenant, regulatory, and maintenance risk. We address these through conservative underwriting, diversification across assets and tenants where appropriate, reserve planning, and ongoing monitoring. No outcome is guaranteed.
- Conservative underwriting and stress tests
- Reserve and capital planning
- Independent review of material decisions
- Regular reporting against the original plan
Who it is for
Individuals and families seeking income or long-term growth from property, owners of existing portfolios who want professional management, and investors expanding into commercial real estate.
Do you buy property for me?
Yes, within a mandate you approve. Each acquisition is presented with its analysis and risks before capital is committed.
Can you manage property I already own?
Yes. We can take on management of existing residential or commercial holdings as part of an engagement.
What is the home concierge?
A single point of contact for running your residences day to day: maintenance, seasonal care, vendors, projects, and requests. Scope and terms are set out in your engagement agreement.
Which types of property?
Residential, including luxury and multi-family, and commercial, including office, retail, and mixed-use.
All investments involve risk, including loss of principal. Past performance does not guarantee future results, and no outcome is guaranteed. See our Risk Disclosure.