As a seasoned Wall Street professional for over 30 years, handling 300 million of private client assets, I know how important real estate assets are to overall portfolio management and performance. I have advised clients from primary home purchases to vacation and investment properties which added balance to their overall portfolio. I have advised corporate clients on land acquisitions for large industrial complexes and have special practice in tax advantage including Opportunity Zones. Let me help you by focusing on how to select and manage real estate as part of your overall investment portfolio.
