“The team from Indigo Asset Services has expertly managed the refinancing, development, acquisition, and dispositions in our portfolio for nearly a decade. The caring, detail-oriented team also oversees leasing and management of our direct and third-party-managed assets. Indigo's well-developed communication procedures keep us informed on critical issues, and their monthly and quarterly reports are both effective and efficient. The team is always dialed into market conditions and we rely on their expertise for critical investment decisions. Indigo is an impressive company.”

Weissberg Corp

Our legacy ownership clients recognize that finding a trusted partner to take on the intense demands of day-to-day portfolio management allows them the opportunity to focus on what matters: their big-picture goals. Our clients rely on our experience and thorough understanding of the industry to help them make informed decisions. We have decades of in-house experience managing the complexities of generational transition, real-estate holding entities, finances, and operations, allowing us to make confident day-to-day decisions on our clients’ behalf. At Indigo, we protect and secure your assets, offering freedom to achieve your own ambitions and remain confident that your legacy will be secured for generations to come.

Legacy Owners Stewardship


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

  • Drive commercial leasing strategy through careful analysis and curation of deals from inception to execution

Execution

  • Develop thoughtful cash-flow management strategies to meet ownership financial objectives

  • Provide partnership level accounting from report generation to distribution oversigh

  • Develop and implement risk management strategy to meet each owner’s unique need

  • Collaboration with tax professionals for annual entity filings and distribution of partnership K-1

  • 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

 

Start the journey of aligning your real estate portfolio’s performance to meet your family’s needs for generations to come.