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Personalized Investment Strategies

We model real estate solutions to meet our investors needs

We work with multiple family offices and high net worth individuals in structuring strategic programs aimed at achieving their long-term investment goals.

We understand that each investor is unique. Hence, we develop Personalized Investment Strategies committed to the long-term objectives of the individual, family office, or institution.

Through our discovery process, we model the real estate solution that is best suited for each investor. Similar to an asset allocation and evaluation model used in the public securities (stocks, bonds, and fixed income vehicles) markets, develop a risk reward profile of the investor. This would include, but not limited to, evaluating the appetite and preferences for capital appreciation vs income, debt vs. equity instruments, and traditional vs. tax advantaged investing. Once established, we proactively execute against that pre-planned real estate investment model for monies committed over a defined period of time (quarterly or annually).

Although our Personalized Investment Strategies may be employed by any accredited investor, these programs are specifically designed for high net worth investors looking to proactively invest a committed number of dollars over a multi-year period.

“We have participated in several different investments with Altus Equity over the last several years. Each one has met or exceeded Altus’ well calculated projections. Forrest and his team are very knowledgeable in their field, and only look for the opportunities that promise solid returns.”

Larry & Robin Jabin, Altus Investors

We align your financial goals with opportunity