About REFS


REFS assists institutional and individual investors on an independent or co-fiduciary basis with the development, implementation and monitoring of real estate investment strategies aligned with overall asset allocation and investment objectives. As co-fiduciary, REFS assumes a decision making role and provides real estate expertise to augment client internal resources. Independent Fiduciary Services are provided to resolve parties-in-interest conflicts or document Department of Labor exemption compliance.

REFS provides a depth and breadth of relevant real estate investment and management abilities and expertise for a fraction of the cost of developing and maintaining internal staff capabilities. Services include:

  • Independent Fiduciary Services
  • Investment Strategy and Portfolio Management Services
  • Asset Management