Principals/Borrowers

Sometimes getting a grip on your real estate portfolio is harder than it looks.  SDG’s advisory services include portfolio review, analysis, consulting, and strategic implementation. We offer the approachability of a small company where interaction with the owner continues throughout the engagement.   SDG combines this concierge level service with both entrepreneurial and data driven solutions to maximize value.  We also offer the advantage of having served for several years on the “other side of the table”, having had direct responsibility for over a billion dollars of loan workouts for an institutional real estate lender.

SDG Advisors provides a full service answer to managing an investment real estate portfolio on a separate account basis.  Whether you’re looking to establish or increase your portfolio’s real estate allocation or you need to evaluate your existing real estate portfolio, SDG provides concierge level service to meet your needs.

Determining to allocate funds to investment real estate is akin to saying one wants to invest in “stocks” – it is a launching point not a conclusion.  Within the world of investment real estate, there is a myriad of choices and to determine a specific direction requires in-depth understanding of the client’s goals and objectives. 

There are three primary objectives to owning investment real estate – wealth preservation, cash flow and appreciation.  Our process starts with spending time with the client and may include input from other professionals on the client’s team.  We will help balance these three objectives while assisting you in understanding the tradeoff between risk and reward and establishing realistic time frames for your real estate investment.  From this dialogue SDG will craft a real estate policy that fits the overall portfolio objectives.

Once the objectives have been established, SDG will proceed with the in-depth analysis of your existing real estate assets giving you a clear picture of current holdings to determine how well those assets fit within the newly established plan.

If existing assets are deemed to not be a good fit going forward, SDG will determine the implications of monetizing those assets which includes evaluating market timing, establishing market value and ascertaining potential tax consequences.

With the reliable knowledge base of the existing assets, SDG will construct a strategy to meet the established goals and objectives.  To re-position an existing portfolio, this may include disposition or recapitalization of existing assets as well as identification and acquisition of new assets.

SDG offers the combination of institutional experience and structure with entrepreneurial execution.  The experienced principals are always only a phone call away.

Let SDG give you a hand with your real estate holdings.