REAL ESTATE INVESTING
INCOME-PRODUCING REAL ESTATE INVESTING
Realty Yield a consultative-focused, one-stop, real estate service provider for HIGH-NET-WORTH investors. Our firm excels In the analytical and strategic parts of assisting our clients achieve the best possible returns in owning income-producing investment real estate. Through our proven approach, processes and services our clients have realized considerable wealth growth over the long-haul.
Maximize Returns
Proactive, ongoing management of owned real estate assets is imperative to achieving your best possible results over the holding period. We recommend an annual
Investment Property Portfolio Analysis (IPPA)
to fine-tune strategies, make timely adjustments and evaluate the proper timing of redeploying invested capital (equity). Many of our clients have been with us for over two decades.
CONSULTING & ADVISORY
OUR REAL ESTATE INVESTING PROCESS
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Step 1List Item 1
INITIAL CONSULTATION
We will discuss your current situation, goals and real estate investment objectives.
- Are you an experienced investor with a portfolio of properties looking for strategic guidance (the next step) to accelerate returns and capital growth?
- Are you heavily weighted in stocks/bonds and want to diversify to include real estate?
- Are you looking to invest in the state of Oregon?
- Do you need to complete a 1031 exchange?
- Are you wanting to refinance one of your investment properties or need a new loan for an acquisition?
- Do you want to utilize your retirement account for real estate investing?
- Are you at the retirement stage and need assistance in exiting the market in a tax favorable way?
TIMELINE
Upon first contact or shortly thereafter
CLIENT ROLE
Phone call or meeting
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Step 2List Item 2
INFORMATIONAL GATHERING & IPPA
For those of you that already have real estate investments, we will first recommend a complete financial-investment return analysis of current investment real estate holdings, individually and cumulatively (our IPPA). It's a must to first understand how your current investments are performing before any potential wealth building acceleration strategies can be considered. At that point (completion of IPPA report), we will identify potential options and opportunities that will improve returns and accelerate capital/equity growth.
TIMELINE
Typically within 10-20 days of first contact / conversation.
CLIENT ROLE
Complile and provide Realty Yield properties' acquisition, income / expenses, tax basis, and loan information.
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Step 3
INVESTMENT PROPERTY PROFILE REPORT (IPPA)
Reallocation options of invested capital (equity) are examined.
The first alternative analyzed focuses on a cash-out refinance scenario utilizing the available “pulled” net proceeds for reinvestment into a new property-(s). The cumulative returns of the current property-(s) with new loan-(s) PLUS the new property-(s) are compared to the current as-is situation. The second alternative analyzes the option of selling existing property-(s) and reinvesting the total net sale proceeds. Once again, a comparison is made between the proposed new property-(s) and the current as-is situation.
A comparison is then made between the refinance and reinvest, and the sell and reinvest strategies. As mentioned above a combination of incorporating both strategies is also analyzed. The optimum allocation of invested capital (equity) is found to maximize overall leveraged returns. All relevant tax basis, depreciation and debt/loan information is carefully examined and considered. Lastly, and most importantly all strategic options analyzed and recommended are always 100% consistent with an investors goals and risk/return tolerance.
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Step 4
MASTER PLAN
Depending on your engagement type with us, we will discuss the specifics of strategic options, pros/cons and logistics/process of executing each. A written plan/summary (including timeline) will be drafted detailing the complete scope of services Realty Yield will be providing.
TIMELINE
At client's convenience
CLIENT ROLE
Typically Q&A type discussions and/or follow-up meetings.
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Step 5
STRATEGIC ACTION
Prepare for and execute chosen strategies. We will handle every aspect of assignment - key approvals to be made by client.
TIMELINE
Varies upon complexity, typically 60-120 days, 1031 Exchanges can take longer to execute properly.
CLIENT ROLE
Typically Q&A type discussions and/or follow-up meetings.
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Step 6
ONGOING ASSET MANAGEMENT
We highly recommend an annual review of the performance of you real estate holdings. Owning investment real estate is dynamic and things can change fast. We will complete an annual Investment Property Portfolio Analysis (IPPA) to ensure your property portfolio returns are being achieved in accordance with goals, objectives and risk tolerance. And, we will always be evaluating potential opportunities to improve returns and accelerate your wealth growth through real estate.
TIMELINE
Quarterly, Semi-Annually or Annually
CLIENT ROLE
Client to provide properties' operating financials & related. We will then meet with you to review your annual IPPA.
IPPA CONTACT FORM
Please tell us some details about your current real estate investment situation, so we can better assist you in providing the Investment Property Analysis (IPPA).
*Disclaimer. The IPPA is conditionally Complimentary for owners/investors with properties located in the State of Oregon. For out-of-state owners/investors this service is fee-based. Please
contact us for a quote and further details.
REQUEST INVESTMENT PROPERTY PORTFOLIO ANALYSIS (IPPA)
*Disclaimer. The IPPA is Complimentary for owners/investors with one or more properties located in the State of Oregon. For out-of-state owners/investors this service is fee-based. Please contact us for a quote.
“Navigating the complex waters of real estate investing requires a trusted guide. Any serious investor needs a specialist who knows the terrain; someone who has been there before, put in the years, developed proven methodologies, and established vital business partners through honesty and loyalty. At Realty Yield your best interests are always paramount."
Mike Carlson
Founder, President & Principal Investment Real Estate Broker
