| Why Invest In Real Estate?Co-Ownership of Real EstateOur Approach |
The evolution of the real estate investment consultant: INVERNESS
While many firms offer real estate investments, investing with INVERNESS is a distinctive, personalized, and educational experience.
A personal, in-depth relationship.
At INVERNESS, our research and experience indicate an investor’s portfolio should contain 10-25% of appropriately diversified real estate. We’ll help you reach this goal by first learning about your needs, preferences and overall investment situation. Armed with a thorough understanding, we then work to determine what types of real estate investments might be best suited to help you reach your goals.
Help and guidance.
We’re committed to helping clients fully understand the opportunities available, and make the most appropriate choice. We provide as much – or as little – guidance in selecting an investment as you like.
Carefully selected real estate providers and properties.
Each investment opportunity presented to you is sourced from a well-respected national real estate provider. These providers conduct exhaustive research on each institutional-grade property opportunity. Our providers also garner fixed-rate, non-recourse financing with favorable market terms.
Beyond the required licensing.
Every INVERNESS Real Estate Investment Consultant possesses more than the required license to conduct business in the co-ownership marketplace. They hold both Series 7 and Series 63 securities licenses, as well as state real estate licenses. It’s a unique combination that enables them to effectively match your investment needs and preferences with the right real estate opportunity.
A personal, in-depth relationship.
At INVERNESS, our research and experience indicate an investor’s portfolio should contain 10-25% of appropriately diversified real estate. We’ll help you reach this goal by first learning about your needs, preferences and overall investment situation. Armed with a thorough understanding, we then work to determine what types of real estate investments might be best suited to help you reach your goals.
Help and guidance.
We’re committed to helping clients fully understand the opportunities available, and make the most appropriate choice. We provide as much – or as little – guidance in selecting an investment as you like.
Carefully selected real estate providers and properties.
Each investment opportunity presented to you is sourced from a well-respected national real estate provider. These providers conduct exhaustive research on each institutional-grade property opportunity. Our providers also garner fixed-rate, non-recourse financing with favorable market terms.
Beyond the required licensing.
Every INVERNESS Real Estate Investment Consultant possesses more than the required license to conduct business in the co-ownership marketplace. They hold both Series 7 and Series 63 securities licenses, as well as state real estate licenses. It’s a unique combination that enables them to effectively match your investment needs and preferences with the right real estate opportunity.
We’re committed to helping clients fully understand the opportunities available, and make the most appropriate choice.