Real Estate Investment Services

    Our key real estate investment services for businesses include: 

    Strategy Development

    We begin by assessing your business model (reviewing your risk exposure due to ownership structure and wealth transfer in the case of family LLCs or family LPs), financial goals, risk tolerance, and investment timeline. We then use this analysis to create a diverse investment strategy to reach short- and long-term financial goals while managing risk. 

    Portfolio Management

    Businesses must diversify to safeguard against market volatility by spreading their investments across different assets and market sectors. We closely monitor your portfolio and recommend adjustments to rebalance investments and performance.

    Types of Real Estate Investments

    There is a wide range of real estate investments to explore. While you are probably already familiar with certain classes like residential and commercial properties, some less traditional investments may also make promising additions to your investment portfolio. 

    • Residential properties: These include single-family homes and multi-family units like duplexes and condominiums.
    • Commercial properties: Office buildings, retail spaces, hotels, and medical centers are commercial investments. 
    • Industrial properties: This class includes warehouses, factories, and other manufacturing facilities. 
    • Real estate investment trusts: An REIT is a company that owns, manages, or finances properties that generate income and allow investors to become partial owners. 
    • Real estate mutual funds and ETFs: These are managed funds that invest in real estate stocks, indexes, and REITs. An exchange-traded fund (ETF) is a group of real estate securities that are traded on stock exchanges. 
    • Real estate syndications and crowdfunding opportunities: These are opportunities for investors to pool their funds to purchase and invest in real estate that might otherwise be financially out of reach. 

    Contact an advisor near you to learn how we can help your business harness the potential of real estate investing.

    DISCLOSURES:

    • EP Wealth Advisors, LLC. is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
    • Request an appointment with an EP Wealth Advisor when you have a minimum of $500,000 in investable assets – which includes qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings / checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.
    • Hiring a qualified advisor and/or financial planner does not guarantee investment success, and does not ensure that a client or prospective client will experience a higher level of performance or results. No guaranty or warranty is made that any direct or implied results or projections being represented here will be met or sustained.
    • There is no guarantee or warrantee that a client or prospective client that engages EP Wealth Advisors, LLC in Business Planning services will experience investment success and does not ensure that a client or prospective client will experience a higher level of performance or results. No guaranty or warranty is made that any direct or implied service, offering, report, or analysis represented here will be offered or delivered. The services offered to clients will vary and depend on several factors. 
    • Information presented is general in nature and should not be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you in the development of subsequent discussions. Content does not involve the rendering of personalized investment advice nor is it intended to supplement professional individualized advice.   
    • EP Wealth Advisors (“EPWA”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented. All expressions of option are subject to change without notice. 
    • All investment strategies have the potential for profit or loss. Different types of investments and investment strategies involve varying degrees of risk, and there can be no assurance that any specific investment strategy will be suitable or profitable for a client’s portfolio. The risk of loss can never be eliminated even if working with a professional.

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