Real estate is one of the most important assets people own.

Location. Property Type. Management. Tax Planning. Insurance. Physical maintenance.

A lot goes into real estate investing to do it right.

Real estate is one of the most important assets people own. Location. Property Type. Management. Tax Planning. Insurance. Physical maintenance. A lot goes into real estate investing to do it right.

In fact, Gary Keller once said,

Most people think buying is investing, but they’re wrong
[it] doesn't make you an investor any more than buying groceries makes you a chef.

Gary Keller, an Austin, Texas based best-selling author and American entrepreneur (he founded Keller Williams, which is the largest real estate company in the world by agent count).

Here are four ways we help clients with their real estate holdings:

Whitwell helps owners ensure that they have the right types and amounts of real estate insurance so they are protected
We conduct periodic insurance reviews to make sure you have the right coverage at the right price

(we do not sell this kind of insurance, but instead help coordinate these reviews; we make zero commission or fees on this but it is one way we add value for clients as part of our relationship)

Whitwell helps you evaluate the returns of the properties in your real estate portfolio as part of our asset management

We help clients measure and evaluate the return on their real estate investments

We help clients identify ways to reduce their tax burden as property owners

We help clients identify ways to reduce their tax burden as property owners

When it comes time to sell an asset, we help clients find the best way to defer their taxes

When it comes time to sell an asset, we help clients find the best way to defer their taxes, be that a 1031 exchange, a DST, or an OZ

Real estate cannot be lost or stolen, nor can it be carried away. Purchased with common sense, paid for in full, and managed with reasonable care, it is about the safest investment in the world.

Franklin D. Roosevelt

We fully agree and we can help you make sure your real estate holdings are integrated into your estate plan, your financial plan, and your tax plan.

If you want to talk real estate then...

Let's Visit