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The REFS Advantage

Many institutional investors have limited internal resources and lack the staff to execute time-sensitive projects. REFS provides needed fiduciary and consulting resources to institutional real estate investors and managers at a fraction of the cost of developing and maintaining internal staff.

REFS has the depth and breadth of industry knowledge to provide the practical, relevant real estate investment and management solutions needed across property types and at various stages of the real estate cycle.

As the investment landscape has become more complex, the structuring of transactions has become more intricate. In addition, the number of investors participating in transactions via funds, joint ventures and club deals has increased. REFS provides independent fiduciary services to alleviate parties-in-interest conflicts, as well as address other matters where the skills and perspective of an independent fiduciary are required.

Client benefits include:

Timely Solutions — REFS size and interdisciplinary skill sets enable us to address asset/portfolio issues comprehensively and quickly — which is critical to the value creation process.

Cost-Efficient — REFS services are available on an as-needed basis or as an ongoing contract, eliminating a client’s need to build and maintain internal senior-level staff.

Tailor-Made Services — REFS clients' needs and investment objectives dictate which team members are engaged — with every project led personally by a senior executive.

Real Estate Fiduciary Services, LLC · Tel: 978.887.3750 · Email: