Dougherty Wealth Advisers LLC

1031 EXCHANGE ADVISORS

  • Discuss Client Objectives and Make Recommendations to Add Value
  • Locate and Coordinate with a Qualified Exchange Intermediary
  • Source Appropriate Exchange Property Through Deep National Relationships
  • Conduct an Analysis of the Acquisition and Financial Projections
  • Option for DREA to Assist on Multiple Additional Fronts:
    • Obtain 3rd Party Mortgage Debt
    • Work with Client’s Legal Counsel to Negotiate Relevant Transaction Documents for both the Acquisition and Mortgage
  • Complete Due Diligence and Closing Process
  • Provide On-Going Asset Management Services, which include but are not limited to:
    • Reporting
    • Budgeting
    • Hold/Sell Analysis

INSTITUTIONAL & FAMILY OFFICE
REPRESENTATION

  • Represent Family Offices, Foundations, Endowments and Corporate Employee Benefit Plans For Their Real Estate Allocations
  • Invest Responsibly on behalf of Our Clients in a Diversified Portfolio of Commercial Real Estate Assets based Upon Individual Investment Goals
  • Source Acquisitions and Prepare an Institutional-Grade Analysis of the Acquisition and Financial Projections
  • Obtain Advantageous 3rd Party Mortgage Debt to Match Business Plan of Specific Asset and/or Client’s Investment Goals
  • Complete Due Diligence and Closing Process
  • Provide On-Going Asset Management Services, which include but are not limited to:
    • Reporting
    • Budgeting
    • Hold/Sell Analysis
Recent Representative Transaction