SERVICES: STAGE IV

Portfolio Re-Balancing & Long-Term Advisory

SIFF supports the complete investment cycle from acquisition to sale. Rather than trying to time the market, we plan for long-term growth and optimum return on investment. The best investment strategy looks at short-term and long-term trade-offs when contemplating a sale or exchange and works to the investment plan rather than being swayed simply by an opportunistic spike or depression in the market.

SIFF remains your ally in your real estate investment, helping you determine when you should take profits, extend your portfolio, or engage in a 1031 Exchange through a twice-yearly review process. Our ongoing analysis helps you get the best value for your property based on current market conditions. We help you gain the best results in a reasonable time period by going through our proven process to sell your investment property. Why is re-balancing necessary: your income picture or your investment goals may change, your property may appreciate to a point where diversification is advisable, changes to your portfolio may result in increased tax advantages, or local or national market conditions may indicate a portfolio review.

Long-term re-balancing and advisory services

– Portfolio Re-balancing: We stay in touch. We regularly monitor and assess the real estate market, your property and your changing financial goals to ensure optimum cash flow and return from your investment. You will know what the real estate market is doing in the area in which you have made your purchase, as well as your property’s current value based on informed market comps. Together we will determine how to best align your current portfolio with your investment goals.
– Sales Strategies: When it’s time to sell, SIFF uses the combined market knowledge of its advisors and SIFF Certified Partners to recommend pricing, maintenance, staging and other details that help you optimize the sale of your property to meet your goals.
– Sales Management: We provide a full sales package that allows you to relax while we do the work of creating and executing a sales package – with your approval, of course

Alan and Gloria took advantage of our review process to optimally re-balance their portfolio and change their lifestyle. Click here to read their story.