REFS offers a range of independent fiduciary and consulting services, which are tailored to each client’s specific needs and objectives. REFS can support clients on a project basis, focusing on a specific short-term project, or it can serve as an adjunct to the dedicated “in-house” real estate team. REFS takes an active, hands-on role, working collaboratively with internal staff. As an independent fiduciary and partner in a client’s success, all strategies are based on clearly defined, measurable goals.
Independent Fiduciary Services
Independent fiduciary services are provided to alleviate parties-in-interest conflicts and to address investment matters such as:
- Acquisition due diligence on managers, funds and assets
- Transitioning from one manager to another
- Selling of assets in one fund to another under the same management
- Asset management matters such as strategic planning, including hold/sell analysis.