Acquisitions

We offer a variety of real estate acquisition services based on our clients’ needs, including identification of investment properties, market analysis, contract negotiation, and coordination of acquisition activities.

Our basis philosophy is that each acquisition should be conducted individually, after assessing and evaluating each client’s criteria. Our goal is to establish long-term fiduciary relationships with each of our clients.

Beyond the initial investment, we have the resources and knowledge to properly manage the investments held in our portfolio. We advise on future investment opportunities, including the possible reinvestment of existing capital to minimize exposure to vacancy, debt maturity, and market fluctuations.

Dispositions

For each property managed in our portfolio we complete a detailed hold/sell analysis on an annual basis. This analysis is reviewed on a quarterly basis and updated as the client's objectives change or market condition dictates.

Developing an effective disposition strategy for any property begins with careful market and property selection. By limiting investments to high quality properties in stable markets, we are inherently better positioned to implement an effective disposition strategy.

Prior to acquisition, a preliminary disposition strategy and target dispostion date is developed upon expected market and property performance. After an investment is aquired, dispostion strategies are formalized as part of our ongoing asset management plan. The plan is reviewed and updated annually, or more frequently as necessary, based upon significcan market or property changes and is evaluated against a backdrop of what is best for our clients needs.

Partnerships

In today's real estate investing environment there are several formats for holding an asset. You can invest individually, in a tenant in common (TIC) project, with partners in business, in a separate limited liability partnership (LLP), or as a limited liability corporation (LLC).

Partnerships seem to work best when all sides have some experience, similar investment goals, are not dependant on the income to live, and have taken time to plan out a good partnership structure.

At SAR we are familiar with all types of real estate partnerships and can offer assistance deciding on and setting up an appropriate ownership structure.

1031 Exchange

A 1031 exchange makes it possible for investors to sell and buy property of like kind while deferring tax consequences. This transaction is authorized by section 1031 of the IRS code and offers investors a reliable strategy for the protectin of their real estate assets. A successful 1031 exchange allows the investor to reinvest 100% of the equity from the sale of a property into the purchase of a preferred replacement property without recognizing any gain.

Completing a 1031 exchanges provides real estate owners with a range of opportunities to meet personal investment objectives including increased leverage, improved cash flow, diversification, reduciton of management obligations, geographic relocation and/or consolidation. The tax dollars saved by an exchange may be maximized to increase an investor's overall net worth. Ultimately, the exchange process allows investors to reorganize and improve their real estate portfolios to best suit their unique interests and needs.

Asset Management

At SAR we belive that real estate is not a passive investment - it must be actively managed. Active management involves re-allocating funds to different markets and property types to reduce the risk caused by lease expiration and debt maturity.

Our real estate asset management offers a structured approach in handling real estate assets considering all the factors that accompany investing in real estate.