Mission Statement

To provide real estate investors of all experience levels the knowledge, resources, and oversight needed to profit in any market climate.

Our company values the personal touch of an extensive interview at the beginning of all its investing relationships. This allows the team members to be intimately knowledgeable of the ROI and cash flow requirements as well as the risk tolerance for any potential investor, prior to engaging. With this information on hand, our staff can analyze market opportunities that satisfy the investor requirements and deliver accordingly. Secondary aims for this personal touch is to create long term credibility with clients thus increasing retention as well as building a strong reputation among the investor community, particularly over-seas.

Concierge Real Estate Services

Our company menu of services accommodates real estate investors at all levels, and in all stages in the investment process. The model is particularly attractive to investors who cannot easily be present for transactions, have limited time, or are not well versed in the nuances of US real estate investing. This also applies to investors that are either new to real estate investing, or simply do not have the time to manage the extensive set of mundane tasks required to successfully structure and execute real estate transactions.

A typical transaction process with us:

  • Meet to develop an understanding of clear understanding of investment objectives.
  • Define working relationship – including any agreements or contracts.
  • OUR TEAM will locate property with potential to accomplish investor objectives.
  • Purchase property with investor approval.
  • Renovate property as appropriate – renovations are often conducted in increase the value and sell-ability of the property.
  • Renovate property as appropriate – renovations are often conducted in increase the value and sell-ability of the property.
  • Manage Property – if investor is non-local, or not interested in managing the property. This includes any maintenance, paying bills, collecting rent, etc.
  • Execute any final transactions for said property, which include renting and/or selling the property.
  • Reinvestment – many investors will begin the same cycle anew after completing prior transactions. This becomes a deliberate recurring strategy for creating long term wealth
  • Financial Accounting – Maintaining accurate financial records of activities as they relate to each property for proper tax reporting.


Most of our clients authorize us to make decisions on their behalf in order to capitalize on immediate opportunities – opportunities that would be lost if detailed approval was required. Thus the initial interview process is crucial for laying the foundation of any ensuing relationships.

Interview questions include:

  • What is the investor seeking specifically?
  • Is it a property in a certain area?
  • Is it strictly to create cash in an allotted amount of time?
  • Is it to create ongoing revenue from a rental property, or to build a portfolio of property?
  • What is the level of involvement that the investor wants in the decision making process?

Discussion then follows to explore the possible risks involved with the relevant strategy, and a working strategy is set and an operating agreement is created to include rights, responsibilities and compensation. We typically charges a service fee for it research and management services; however this fee is often bolstered by transactional commissions.

Often the next step is a transfer of funds to a mutual escrow account where the owner can deposit funds to our company to utilize for defined purposes. If the account is not established with the company to spend with discretion, then funds are transferred as needed.

Property Acquisition

With the engagement defined and funds in place, our company now begins to identify opportunities to accomplish the objectives. This process begins by reviewing what properties are or will be coming available, and at what cost. Then a background study is conducted on prospective properties: prior sales and or rental history, property taxes, comparables, required work/renovation, etc.

With this information at hand, the investment strategy as reanalyzed and ROI is projected. If agreeable, the offer can be submitted. In many cases, The company has key relationships in place that allow for better leverage in attaining deals.

The three most common and most profitable opportunities that we looks to seize are as follows:

  • Pre-Foreclosure – Here, there is additional time to research the title and condition of the property. With Pre-Foreclosures, The company can realize discounts of 20% to 40% below market value.
  • Auction – These require paying in cash at the auction and do not typically allow time to research the title and condition of the property. However, a public auction often offers some of the best bargains and avoids the unpredictability of dealing directly with the borrower/owner.
  • Bank-owned – Lenders have typically cleared the title and perform needed maintenance and repair already, however, the potential bargain for these homes is typically less than a pre-foreclosure or auction property.

Once a bid is accepted we manages the actual purchase process which includes all related paperwork, deposits, coordinating the inspection (and obtaining estimates for renovation), title search, any requirements for approval by condominium or homeowners associations, reviewing all closing documents and attending the closing either with or on behalf of the investor.


With foreclosed and similar properties, renovation is commonly necessary to bring the property back to sellable condition. However, even when not necessary, renovations are frequently used to increase desirability over comparable properties. This significantly reduces turn-around time and increases ROI.

On behalf of the investor, we will obtain keys and any condominium documents necessary to do repairs. Our company then engages the contractors and manages the process, with frequent site visits to ensure quality. They also accompany the contractor to ensure best pricing and options for materials; frequently, this means negotiating on behalf of the contractors. Any association payments are made timely.

Property Management

For investors that are seeking long term appreciation or intermediary income, a rental strategy is implemented and a transition to property management begins. We will either oversee the property management or connect the investor with one of our preferred partners.

Marketing and Listing Services

Now that the property has been purchased, renovated, and is being managed, it is time to collect revenue.We will list the property for sale or rent and provide the appropriate marketing support to turn the property as quickly as possible. To date, over 90% of all properties under the care of our company, have gone under contract in under a month, with remaining properties in under 2 months.