01 strategic planning
ultimately, the success of any real estate portfolio depends the result of a well executed strategic plan.
we emphasize this critical step in the process of building a successful portfolio, because we believe so strongly that it is a foundational element of wealth creation. Elements considered in the strategic planning process include appropriate diversification, tolerance for risk, cash flow, leverage, short-term/long term growth potential and estate planning among other issues. we believe that perhaps our greatest value is realized by our clients when we are integrally involved in the creation and execution of their plan. while many investors believe that a real estate professional’s value is limited the process of acquiring and disposing of real estate, we pride ourselves in the development and execution of our clients’ strategic plans as if they were our own portfolios. the coastal investment group combines it’s experience with the depth of resources of lee & associates to position our clients to make the most informed and advantageous real estate decisions.
02 analysis and valuation
CIG EMPLOYS VARIOUS FINANCIAL TOOLS TO EVALUATE INCOME STREAMS, OPERATING STATEMENTS, CASH FLOW MODELS, AND OTHER IMPORTANT FINANCIAL INDICES THAT HELP TO DETERMINE VALUE FOR THOSE ACQUIRING AND DISPOSING COMMERCIAL REAL ESTATE ASSETS.
WHETHER IT’S A SIMPLE AND STRAIGHTFORWARD CAP RATE ANALYSIS OR A SOPHISTICATED NET PRESENT VALUE MODEL CIG HAS THE EXPERTISE, EXPERIENCE AND KNOWLEDGE TO PROVIDE ITS CLIENTS WITH ACCURATE AND INFORMATIVE METRICS TO MAKE SOUND JUDGMENTS REGARDING REAL ESTATE VALUES. AT OUR DISPOSAL ARE PROGRAMS THAT INCLUDE ARGUS, LEASEMOD AND OTHER PROPRIETARY FINANCIAL TOOLS.
ALSO AVAILABLE IS AN OPINION OF VALUE BASED UPON CURRENT MARKET CONDITIONS. THESE OPINIONS, WHILE NOT FULL NARRATIVE APPRAISALS, OFTEN OFFER A MORE ACCURATE ESTIMATE OF A PROPERTY’S TRUE VALUE BECAUSE THEY ARE CONSTRUCTED FROM A ‘BOOTS ON THE GROUND’ UNDERSTANDING OF MARKET CONDITIONS.
03 acquisitions and dispositions
THE COASTAL INVESTMENT GROUP BRINGS TOGETHER ALL OF ITS TOOLS ANO EXPERTISE TO ASSIST ITS CLIENTS WHO ARE EITHER ACQUIRING OR DISPOSING OF REAL ESTATE ASSETS.
THE TEAM PLACES A HEAVY EMPHASIS ON EDUCATING ANO INFORMING OUR CLIENTS WITH REGARD TO ALL KEY ELEMENTS OF VALUE DETERMINATION. WHETHER A CLIENT IS ACQUIRING OR DISPOSING OF AN ASSET, HE OR SHE WILL BE MADE KEENLY AWARE OF ALL CONDITIONS AFFECTING VALUE, INCLUDING RECENT SALES, FINANCIAL ALTERNATIVES, COMPETITIVE OFFERINGS ANO OTHER CONSIDERATIONS THAT COULD INFLUENCE THE USABILITY ANO DESIRABILITY OF ANY PARTICULAR PROPERTY. TRANSACTIONS INCLUDE:
• USER SALES
• NNN INVESTMENTS
• 1031 & 1033 EXCHANGES
• SALE LEASEBACKS
• ADO-VALUE ACQUISITIONS