Check out a sample Portfolio Analysis

The Portfolio Analysis and Consulting (“PAC”) Report is an exposition to develop a custom-tailored guide for investment real estate holdings. The report starts with creating a Client Profile to reiterate the subjective and objective elements discussed with the Investor. Constant Commercial Real Estate Inc will interpret risk tolerance, investor experience, and current portfolio return projections to tailor a roadmap to achieve portfolio improvement goals. An overview will illustrate the major components associated with investment real estate wealth creation by analyzing pre-tax, after-tax, debt effects on yield, improved property performance (asset stabilization) and market adjustments. Strategic portfolio may be tested, such as any combination of cash-out refinancing and sell/1031 exchange illustrations. Current and projected analysis on CCRE’s Property Analysis and Return Projection analysis shows returns for Year-s 1, 3, 5 and 7.

A Sample 'Portfolio Analysis & Consulting Report' can be found HERE!