What We Do


As your partner, we help your clients navigate all aspects of their real estate holdings.

  • Valuation of current real estate
  • How much value should be placed on real estate vs. on business to maximize overall value
  • Assist in structuring real estate transaction
  • Business transition planning
  • After-tax analysis of continuing to own and lease out their property versus selling
  • How to maximize sale and/or lease value and returns
  • Whether to do a 1031 Exchange or invest in a DST to defer paying taxes
A. Client decides to hold the property
B. Client decides to sell property and do a 1031 Exchange to defer paying taxes
C. Opportunity to buy out partner using the Real Estate

NCRE Wants to Partner With You!

40%

of business sales and many family life transitions include the sale of real estate.

We have developed a technology platform and a disruptive tool that will separate you from your competition.

Differentiate From Your Competition

Most financial advisors are more concerned with AUM from the business sale. Simply asking the client if they have evaluated the best approach to maximizing the value of their real estate will differentiate you from your competitors. As the quarterback of the team, you can bring our team in to help evaluate every aspect of their real estate holdings.

Engage Current Clients To Do More

Rather than having another firm independently handle the client’s real estate, as quarterback you maintain control of the client. Additional income from the real estate will increase your AUM. For instance, a $20 Million property should generate an additional $1.2 Million cash flow per year which you can reinvest for the client.

Attract New Clients

The best way of securing new clients is through referrals. Once your clients see you as a long-term partner, that you excel in what you do and that you always look out for their best interests - the referrals will come.

1.

How can I post my house for sale?

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2.

Which type of houses do you take for promoting?

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3.

What is your realtor sale commission?

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4.

Can I sell a house with a current mortgage?

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5.

What’s the average time to sell a house?

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