“Indigo has been fundamental to our professional growth and continues to be a critical component of our sustainable success.”
Sage Investment Group
Building and optimizing a real estate portfolio can be a huge undertaking for an individual investor. At Indigo, we work with independent investors to align their real estate asset performance with their personal goals. By understanding each client’s interests, availability, and desired level of engagement, we create a consulting partnership where everyone is playing to their strengths. Some clients want to be involved in finding new opportunities or want to take a hands-on role in business strategy, while other clients prefer a high-level advisory role or are hands-off, seeking consistency in portfolio returns so they can focus on other priorities. We provide an unparalleled level of personalized consulting, building long-lasting relationships so clients can achieve their unique versions of success.
Independent Investor Services
Enhancement
Closely track asset performance and provide detailed recommendations to optimize portfolio value
Hire, direct, and evaluate the performance of property management teams
Prepare annual business plans and critically review monthly property management reports
Evaluate and implement capital improvement plans to preserve or improve asset value
Execution
Develop thoughtful cash-flow management strategies to meet ownership financial objectives
Provide partnership level accounting from report generation to distribution oversight
Develop and implement risk management strategy to meet each owner’s unique needs
Collaboration with tax professionals for annual entity filings and distribution of partnership K-1s
Manage banking and institutional lender relationships on behalf of partnership entities
Secure financing for capital projects and distribution proceeds
Evolution
Acquisition support from study period analysis through due diligence and streamlined closing
Disposition support by preparing the asset for sale, qualifying buyers and coordinating the closing process
Reposition properties as needed to adapt to a change in owner’s goals or market conditions