Advisory
Proper Capital and Real Estate provides tailored advisory services to meet the diverse financial and investment needs of our clients. With $900 million in assets under advisement, we deliver expert guidance to help our clients achieve their financial goals.
Our Expertise Spans:
Investment sourcing
We have the expertise you need to strengthen your financial portfolio through the full life cycle of property investment, including feasibility, acquisition, capitalization, asset management and disposition.
Financial & Investment Advisory
Services such as feasibility analysis, M&A analysis, deal structuring, cash flow modeling, valuation considerations and private equity due diligence.
Estate & Wealth Planning
Develop generational wealth strategies to minimize estate taxes, facilitate asset transfers and create customized balance sheet solutions for individuals and entities.
High Net Worth Services
Optimize long-term planning with family cash flow modeling, loan brokerage and management services, and external consultant oversight.
Specialized Services
Litigation support and investment syndication for high-value real estate projects.