Real Estate Advisory
Gain access, insights, and analysis for real estate investment strategies.
Real estate investments are an important part of any wealth-building strategy. It brings unique advantages, including passive income streams, use of leverage, and favorable tax strategies to expand and diversify your current holdings.
Brighton Jones, through its dedicated private investment platform Lenora Capital, can source and advise on a wide range of real estate sectors and opportunities with different return and risk profiles. Because we partner with your Family Office and Personal CFO teams including tax and estate planning experts, these value-add services are fully integrated with your financial plan.
We bring visibility to the core of our approach by starting with a clear perspective and understanding of your current real estate investments and activities. From there, we offer strategic portfolio recommendations, detailed analyses of individual properties, and roadmaps to tax-deferral strategies.
Real Estate Asset Review
Your team will conduct a detailed 10-year pro-forma to evaluate the potential return/profit of your investment property. This detailed process will quantify future tax impacts, cash flow, and return on equity, providing the framework for our forward-looking investment advisory.
Tax-Deferral Strategies
Our real estate team provides expertise to clients by helping them leverage and implement significant tax-deferral strategies. This includes 1031 exchanges, transition into Delaware Statutory Trusts (DST), and strategic allocation into Qualified Opportunity Zones (QOZ).
Capital Deployment
Lenora Capital provides unique access to private, top-tier, institutional quality opportunities across venture capital, private equity, real estate, credit, infrastructure and impact , including professionally managed funds, co-investments, and singular direct deals. The platform leverages the access, expertise and collective balance sheets of Brighton Jones clients to open doors not generally available to individual investors.