Private Client Services
JRM Associates Real Estate Advisors, Ltd. delivers comprehensive consulting services to a range of high net worth clients, including first-time real estate investors seeking to expand the breadth and performance of their investment portfolios as well as current real estate investors with portfolios of at least $2 million, who are looking to expand their holdings through acquisition individually or as part of a partnership.
JRM Associates invests the time and research to understand fully each client’s expectations, providing a trained eye to capitalize on emerging acquisitions opportunities or navigate existing portfolio challenges. Services include:
- Acquisition evaluation and representation
- Value analysis and comparative bench-marking of existing portfolio assets
- Capital structure analysis of existing holdings and prospective investments
- Quarterly, K-1 and annual report analysis
- Long- and short-term
financial modeling