Real Estate Fiduciary Services

REFS assists institutional and high-net-worth individual investors on an independent or co-fiduciary basis. REFS independent fiduciary services include sales transaction management to resolve parties-in-interest conflicts, transition management and acquisition due diligence services. REFS' co-fiduciary services focus primarily on asset management. Services are offered on both an episodic and on-going basis. REFS is more than a consultant - as a co-fiduciary or an independent fiduciary, REFS assumes appropriate decision-making responsibility. REFS doesn't just make recommendations, we make it happen. Independent Fiduciary Services - Independent fiduciary services are provided to alleviate parties-in-interest conflicts and to address other matters - such as transitioning from one manager to another, selling of assets in one fund to another under the same management, or providing acquisition due diligence services - where the skills and perspective of an independent fiduciary are required. Co-Fiduciary Services - REFS provides tailored asset management support when our client may need seasoned senior people to focus on circumstances in need of "fresh eyes" and/or to augment internal resources. REFS is particularly adept at devising practical solutions to take advantage of changing economic or market conditions. REFS' also has the ability to act as the "in-house" dedicated real estate team for smaller funds, those new to real estate or simply for those needing a change in investment management. REFS can handle many aspects of portfolio management, including implementing investment strategies, as well as managing and monitoring the acquired assets and overseeing their eventual disposition. Whether providing episodic or on-going co-fiduciary services, REFS always works alongside the client and assumes an active role in the decision-making process.